26-09 Release Notes: Chart Period Controls, Journal Trade Results, Strategy Metrics, Reward/Risk, Virtual Accounts

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Platform Release Summary

This release separates the chart Interval and Timeframe controls, adds a full Trade Results view to the Journal, puts strategy metrics on the Option Chain, carries Reward/Risk through to the Order Ticket, and introduces the new, more realistic Virtual Accounts.

In this release: Chart Period Controls · Enhanced Trade Results in the Journal · Strategy Metrics on the Option Chain · Reward/Risk on the Order Ticket · Almost Real Virtual Accounts · Change Log

Chart Period Controls

Interval and Timeframe are now set independently, giving you more flexibility when setting up your charts.

With this release, Interval and Timeframe are two separate dropdowns rather than one multi-level menu. As part of that change, chart Favorites have been removed for now. They will return in the next release, and your saved Favorites will be restored with them.

Chart Period Controls

Chart Interval and Timeframe selections are made independently, giving you more flexibility when setting up your charts.

  • Interval determines how each chart bar or candle is displayed — such as Daily, Weekly, 1 Minute, 5 Minutes, etc.
  • Timeframe determines how much historical data is displayed — such as 1 Day, 1 Month, 6 Months, 1 Year, and more.
  • Your selections are sticky, meaning they remain in place until you change them.
  • Extend By 10, 30, 60, or 90 is now available within the Timeframe menu.
The Interval menu open on the chart toolbar, headed Interval and listing Daily, Weekly and Monthly, then 1 Min, 5 Min, 15 Min, 30 Min and 60 Min, then 2 Hours and 4 Hours
The Interval menu.

The Interval and Timeframe menus work together. Compatible selections are shown normally, while unavailable combinations are faded.

Example: Selecting a 1 Minute Interval allows Timeframes of 1 Day, 3 Days, or 1 Week.

The Timeframe menu open on the chart toolbar with a Daily interval selected: 1 Day, 3 Days, 1 Week, 2 Weeks and Maximum are faded because they do not combine with Daily bars, while 1 Month through 10 Years are selectable, and Extend By 10, 30, 60 and 90 sit below a divider
The Timeframe menu with a Daily Interval selected — the shorter Timeframes are faded because they do not combine with Daily bars. Extend By 10, 30, 60 and 90 sit at the bottom of the same menu.

Helpful Hint: Save your favorite Interval and Timeframe combinations as Chart Profiles for quick access. You can overwrite an existing profile or save the settings as a new profile — for example, “Weekly 1 Year.”

The save icon on the chart toolbar beside the profile name Prime, and the Save chart profile dialog it opens: an Overwrite an existing profile field showing Prime, the word OR, a Save as new profile field filled in with Weekly.1 Year, and the Save button
The save icon on the chart toolbar opens the Save chart profile dialog.

Open as article: Chart Period Controls

Enhanced Trade Results in the Journal

The Trade Journal provides a more complete view of your trade results — from entry through close, including adjustments and expirations along the way.

For a deeper explanation of the Greeks & IV tab, see Greeks & IV Tab Explanation.

Journal – Trade Results

Trade Details

The Journal allows you to view your trade results, including a visual outline of the position from Open to Close, including any Adjustments and Expirations.

Start in the Life of Trade view.

Click on the Gain/Loss value on the far right of the trade entry

Journal in Life of Trade view listing four closed trades, with an arrow pointing at the green Gain/Loss value at the far right of the FDX Bull Put row

Stock Journal Entry

Trade Details dialog for a closed CAT long stock trade, Summary tab, Price view: numbered callouts mark the overview tabs (1), the trade summary with symbol, status, position, account and tags (2), the 2.60 result (3), the three color-coded evaluation boxes (4), the Price/Performance toggle (5) and the candlestick chart marking entry and close with the target and stop lines (A)
The same CAT Trade Details Summary tab in Performance view: the cumulative mark-to-market line chart (B) climbing from a small loss to +253, with the plain-language summary of performance beneath it (6)
  1. Overview Tabs: Summary, Risk/Return, Position & Plan
  2. Trade Summary: Symbol, Trade Status, Position, Account & Tags
  3. Results: Profit/Loss, % of Target, Duration of Trade
  4. Evaluation: Color represents a contributing or detracting factor in the trade
  5. Price/Performance
    A. Candlestick chart with position entry/adjustment/close – and OCO Stop/Limit, if applicable.
    B. Cumulative activity for trade duration
  6. Summary of Performance

The Risk & Return Tab outlines the trade results.

In this bracket order example:

10 shares were purchased at a lower entry price ($503.41) than the order price of $503.44.
6 days later, the Target of $528.66 was reached, and the close order was executed at $528.67

The Stop Order ($490.90) was cancelled automatically.

The original plan outlined a 2.01 Reward:Risk ratio. Due to the lower entry price and higher close price, the result was a slightly higher R/R of 2.02.

Risk & Return tab for the CAT trade: Realized P/L +2.60, % of Max Profit 100%, Return on Risk +201.4%, P/L per Day +.10, Max Profit 2.50, Max Loss -5.40, Reward:Risk 2.01:1, Capital Deployed ,034.10, Cushion (min) -.56

The Position and Plan tab offers a breakdown of the trade results.

In this example, the stock trade was executed at a better price and reached its target price to close, which was also at a better price. The Stop order was cancelled.

The result shows a slightly better than expected Reward: Risk ratio

Position & Plan tab for the CAT trade: Target 528.66 filled at 528.67, Entry 503.44 filled at 503.41, Stop 490.90 cancelled, planned Reward:Risk 2.01:1 against an exit of 2.02:1, with the exit attribution note that the target was hit

Option Journal Entry

Trade Details dialog for a closed FDX Bull Put, Summary tab, Price view: numbered callouts mark the Summary, Risk & Return and Greeks & IV tabs (1), the trade summary (2), the 0.00 result (3), the Theta, Delta and Vega driver boxes (4), the Price/Performance toggle (5) and the candlestick chart with the 360 and 350 put strikes (A)
The same FDX Bull Put Summary tab in Performance view: the cumulative mark-to-market line (B) recovering from about -160 to +120 by May 1, with the summary of performance beneath (6)
  1. Overview Tabs: Summary, Risk/Return, Greeks & IV
  2. Trade Summary: Symbol, Trade Status, Position, Account & Tags
  3. Results: Profit/Loss, % of Target, Duration of Trade
  4. Evaluation: Up to 3 Primary Drivers of the Trade
  5. Price/Performance
    A. Candlestick chart with position entry/adjustment/close
    B. Cumulative activity for trade duration
  6. Summary of Performance

The Risk & Reward Tab summarizes the trade outline and result.

In this example:
The $10 Bull Put Spread resulted in Max Profit of $120 and Max Risk of $880
Duration: 22 days; profit per day: $5.45 ($120/22)
Return on Risk: 13.6% (120/880)
Cushion: How much below the break-even point the trade reached

Risk & Return tab for the FDX Bull Put: Realized P/L +0.00, % of Credit Captured 100%, Return on Risk +13.6%, P/L per Day +.45 over 22 days, Max Profit 0, Max Loss -0, Capital at Risk 0, Cushion (min) <img decoding=.62″ class=”wp-image-1252″ width=”400″ style=”width:400px;height:auto”/>

Greeks & IV Explained

Greeks & IV tab for the FDX Bull Put: Entry, Exit and Change columns for Net Delta, Net Theta (collected), Net Vega (worked), Net Gamma, Trade IV, Stock IV, Stock HV, IV-HV (compressed) and IV Rank, with a plain-language summary that time decay was the engine at roughly +.72 a day
MetricWhat it tells youChange column shows
Net DeltaDirectional exposure — roughly what the position gains or loses per $1 move in the stockSigned number
Net Theta$/day — premium the position collects (+) or pays (−) each day it’s heldcollected / paid
Net Vega$ per IV point — what the position gains or loses per 1-point change in implied volatilityworked / hurt / faded
Net GammaHow fast Delta itself moves as the stock moves — negative for credit spreads and short premiumSigned number
Trade IVThe implied volatility of your own legs — what you actually sold or boughtSigned number
Stock IVThe underlying’s mean implied volatility, with HV (30-day historical) shown beneath itSigned number
IV − HVVolatility risk premium — how far implied sat above (or below) what the stock has actually been doingSigned number
IV RankWhere implied volatility sat in its own 1-year range, 0–100Signed number
Greeks & IV Explained

Open as article: Journal – Trade Results

Strategy Metrics on the Option Chain

Build a multi-leg strategy on the Option Chain and the figures that decide whether it is worth taking are calculated as you go.

Strategy Metrics on the Option Chain

Build a multi-leg strategy on the Option Chain and the figures that decide whether it is worth taking are calculated as you go.

The callout bar sits directly beneath the legs and recalculates as you add, remove or reprice them — so you can weigh a structure before committing to it. Below it, the payoff diagram plots profit and loss across the price range, with a separate curve for each date between today and expiration.

Four-leg Iron Condor on the Option Chain — buy the Oct 16 245 call, sell the 235 call, sell the 210 put, buy the 200 put — with the highlighted callout bar beneath the legs reading MaxP 8, MaxR 2, BE 206.02/238.98, R/R 0.66:1, Credit 3.98, Total 398.00 and BP Effect 602.00, above a payoff diagram with a curve for each date to expiration
An Iron Condor — short the 235 call and 210 put, long the 245 call and 200 put, all expiring Oct 16.

What the callout bar reports

FieldWhat it showsThis example
MaxPMaximum profit — the most the position can make.$398
MaxRMaximum risk — the most it can lose.$602
BEBreakeven price on each wing, lower and upper.206.02 / 238.98
R/RReward measured against risk.0.66 : 1
CreditNet premium received — shown as Debit when you pay to enter.3.98
TotalCost to enter the trade; here, the credit collected.398.00
BP EffectBuying power the position ties up while it is open.602.00

Open as article: Strategy Metrics on the Option Chain

Reward/Risk on the Order Ticket

The Reward/Risk ratio you set from the chart now carries through to the Order Ticket, so it stays in view while you finalize the order.

Reward/Risk on the Order Ticket

The Reward/Risk ratio you set from the chart now carries through to the Order Ticket, so it stays in view while you finalize the order.

Set it from the chart

Click Trade from the chart to set up a Bracket Order. Set a Profit Target and Stop Loss around your entry price, and the dialog reports the resulting Risk, Reward and Rwd:Risk.

Trade From Chart dialog: Profit Target 85.53, Buy Entry Price 81.46, Stop Loss 79.63, Quantity 100, Risk 1.83, Reward .07, and the highlighted Rwd:Risk 2.16:1 with an arrow pointing at it
Trade From Chart, with the Profit Target and Stop Loss set around an entry of $81.46.

Then finalize on the ticket

The Order Ticket now carries that same figure as Reward To Risk, printed with the order summary — so it stays in front of you while you review, stage or submit, rather than being left behind on the chart.

Order Ticket for URBN: Entry Order Buy 100 Limit 81.46, Exit Order Bracket (OCO) Sell Limit 85.53 and Sell Stop 79.63, with the order summary text and an arrow pointing at the highlighted line Reward To Risk: 2.16:1
The Order Ticket, showing Reward To Risk: 2.16:1 beneath the entry and exit summary.

Open as article: Reward/Risk on the Order Ticket

Almost Real Virtual Accounts

Our new Virtual Accounts are designed to make practice trading more realistic — from the moment an order fills through expiration, assignment, dividends, and margin calculations.

Almost Real Virtual Accounts

Realistic Trading in a Virtual Environment

Built from the ground up to give you the most realistic experience possible
Add Account screen with the Brokerage dropdown open, listing Trade Tool Virtual 100K, Trade Tool Virtual 10K, Trade Tool Virtual 250K, Trading Sandbox, ChoiceTrade, E*TRADE, TastyTrade and Manual Generic

Our new Virtual Accounts are designed to make practice trading more realistic—from the moment an order fills through expiration, assignment, dividends, and margin calculations.

Available starting levels: $10k, $100k and $250k

Whether you’re learning the platform, testing a strategy, or practicing before putting real money at risk, your Virtual Account now gives you a much better picture of how trades can actually affect an account.

Better practice.

More realistic outcomes.

More confidence when real money is on the line.

What’s great about these accounts:

Realistic Fills
Fast, market-based fills with potential price improvement—even on spreads.

Accurate Margin & Buying Power
Reg-T margin and buying power are recalculated as your positions and orders change. Margin Interest is calculated at 10% for impact when used.

Option Expiration & Assignment
Options expire, exercise, and assign as they would in a live account—including cash-settled index options.

Dividends
Eligible positions now reflect dividend activity.

Realistic Account Outcomes
Margin calls, reduced buying power, and negative equity can occur when market conditions warrant them.

Add a Trading Account to your platform

Open as article: Almost Real Virtual Accounts

Change Log
  • Trend Drawing Tool — adjusting a drawn trend line (fixed)
  • Rectangle Annotation — functionality restored (fixed)
  • Line Cloning — thickness now carries through to the cloned line (fixed)
  • Price Slices — Tab key behavior (fixed)
  • Scan Filters — filters now clear (fixed)
  • Bracket Orders — now function and display as a single order on the chart (changed)