Platform Features Release: July 2023


Announcing the latest Release of feature and functionality enhancements to the trading platform with the goal of improving the investment/trading decision process.   These two areas of the platform have undergone a major redesign and expansion of metrics.

Key Ratio Tab(formerly Valuation)- Reworked and expanded data points offered as well as provided context of how well a stock is performing compared to its Industry and the S&P.

Fundamental Tab –  Improved display of the expanded data available offer the ability to view fundamental metrics by Quarter, Year or Trailing Twelve Months (TTM) with the ability to adjust the time period and data display views.


Register for Office Hours, Wednesday, July 12th

Join us for a special Office Hours session, Wednesday, July 12th at 4:15 Eastern (15 minutes after Market Close)

Rance will be showcasing the Key Ratio and Fundamental tab data – how to read, understand and utilize the metrics provided. 

Register using the button below.   A confirmation email will be sent with a link to join for the scheduled time.

Register for Office Hours, July 12th

Key Ratio Tab

Key Ratio analysis is just one approach to evaluating stocks, and it should be complemented with other forms of analysis, such as technical analysis and market sentiment, for a well-rounded investment decision.


Key ratio indicators provide valuable information about a company’s financial health, profitability, growth prospects, operational efficiency, and overall value enabling traders to make more informed decisions:

Valuation:  Helps determine whether a stock is priced attractively in relation to its earnings, sales, or book value.

Profitability: Signifies a company’s ability to generate returns for its shareholders.

Financial Strength: Assesses the ability to meet financial obligations and weather economic downturns.

Growth:  Analyzes potential for expansion and increased earnings over time.

Efficiency: Measures how effectively a company utilizes its resources to generate output.

Cash Flow: Provides insights into the company’s ability to generate and manage cash.


Fundamental Tab

Fundamental Analysis involves a comprehensive examination of a stock’s financial health and its underlying value, as well as other relevant financial and non-financial metrics, to form an overall view of a company’s financial health and value.

This information is displayed in charts and graphs making it more useful in the analysis process.

It’s important to note that fundamental analysis is just one approach to evaluating stocks, and it should be complemented with other forms of analysis, such as technical analysis and market sentiment, for a well-rounded investment decision.


Enhancements


Price has been added to the Volatility Chart on the Option Chain display.  Slide your cursor along the chart to display the Date, Price, HV & IV


Dollar and Percentage Move added to Line Settings:


Timeframe displayed on chart when not on “Favorite”:


Font Size Selector for Price Chart


Vega added to Strategy Templates.  Click the ‘expand’ icon, if needed:



Change Log

  • Linear Regression Channel period number updating
  • Roll-out time icon synced with Risk Graph
  • Added “No or Limited Dividend Information” message
  • Corrected Backtest Net Debit/Net Credit responsiveness
  • Reset button function restored on Projected Price