Knowledge Base – Trade Tool Support

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Welcome to our Support Center

Platform Overview

Other Navigation
Top Level Navigation
Navigation Tips
Don't Know the Symbol?
Score Navigation
Icon Navigation
Smart Action Icon
New Symbol Verification

Onboarding Guide

Articles coming soon

Account & Settings

Enabling Notifications
Color Code Your Trading Accounts for Easy Identification
Streaming Available in the Platform
User Menu

Brokers & Accounts

Trading Sandbox Account – Overview
Manual Account Overview
Virtual Account Overview
Portfolio
Account Differences Explained
Delayed Streaming Quotes
Brokerage Access
Adding an Account
Reset Tradier Virtual Account – 2 options
Almost Real Virtual Accounts

Charts & Indicators

Trading & Orders

I own the stock, how do I enter a Covered Call trade?
Order Status Filter Buttons
Bracket Order Adjustment
Order Types – How to Enter
The Order Ticket – Stock/ETF
Conditional Orders (OCO)
Order Staging (Premium Desktop Feature)
Access Trading Account Information
Virtual Account Buying Power Calculations
Smart Trade Ticket
Reward/Risk on the Order Ticket

Options

Create Customized Option Table Views
Option Chain Functionality
Where are the Greeks?
Entering a Position
Trading from Options Page & Strategy Templates
Trade from the Options Tab
Trading from the Option Template
From Strategize to Analyze to Trade
Strategy Template
Elements of the Template
Strategy Snapshot
Storyboard of the Strategy
Performance Channels
Delta & Theta Display on Template
Profit/Loss Graphs
Advanced Analytics
Historic & Implied Volatility
Options Chain Analysis
Go Big – Graphs & Charts
Clickable Legends
Price Slices – Premium Feature
Multiple Position Analysis
Position Indication on the Chain
Trade Management
Rolling Positions
Snapshot: Comparing Positions
How to use Backtesting
Start Date
Analyze Date
Backtesting Trade Finder scans
Use SNAP to Backtest Positions
The Power of Time
Bid/Ask Spread – Premium Percentage
Strategy Metrics on the Option Chain

Positions & P&L

Position Download Ability
Expand Trade Detail – Positions Tab
Evaluate Existing Positions
Portfolio – Positions
Positions Tab

Journal

Journal Auto-Reconcile
Journal Tab – Reports
Color Codes of The Trade Journal
Life Of Trade Icon/Color Codes
Link Trades in Journal
Create Notes to Keep Organized
Set Up Trade & Journal Sharing (Premium Desktop Feature)
Journal – Color Tagging
Journal Tag Analytics
Symbol Journal
Journal Navigation
Updating Journal Entries
Add New #tags and Auto-Tagging
Delete Journal Entries
Backtest from the Journal
Save Backtested Trades to Manual Account
Journal Account Multi-Selector
Tag Results-Table Summary Totals
P/L & Duration/Timeline Graphs
Reconcile Trade Notice
Updating Journal Entries
Insight Tab in Journal
Export Reports (Desktop)
Following a Shared Account (Premium Desktop Feature)
Life of Trade Journal View
Journal Tagging – OCO, Trailing Stops, etc.
AI capability: Journal Analysis
Refine Journal Entries by 'Status'
Automatic Account Syncing – Up to 2 Months
Journal – Trade Results
Greeks & IV Tab Explanation

Watchlists

Research Watchlist Functionality
List or Tile View
Sending from One “List” to Another
Watch – The Next Step
Create Watchlists
Multi-Select Stocks
Manage/Modify Watchlists
The Other Lists
Tile View Sizes
Customize Watchlist Views
Create Watchlists from Spectrum View
Quote Detail without leaving the List

Alerts

Trade Position Notifications – Premium Feature
Position Notifications
Alert Functionality (Premium Desktop Feature)

Scanners & Screeners

Intraday Trade Finder Scan Updates (Premium Desktop Feature)
Overview of Scans
Scans – Find Opportunities – Overview
Scan – Smart search
The Tile
Dynamic Scan Information
Past Scan Results
Save your Favorite Scans
The Top 4 Categories
Filter Scan Icon
The Dashboard Scan Tab
Calendars
Earnings Per Share Performance
Screener (Premium Desktop Feature)
AI capability: Financial Coach
AI capability: Screener

Stock Research

Technical Analysis
Research
Overview & News
Earnings, Dividends and more…
Price Change Indicator
Fundamentals
Fundamentals Tab
Key Ratio (formerly Valuation)
Valuation
Compare Tab
The Power of "The Score"
Designed to provide the level of information you want
Inner Circle – Behind the Scenes
Inner Circle – Inside Score
Inner Circle – Institutions
Inner Circle – Money Flow
Trade Transaction Types
AI Analysis

Market Intelligence

Market Overview: Get more of a broad view
Market – Index Overview
Market – The Big Picture
Advanced/Declined & Highs/Lows
Heat Map & Spectrum Overview
Economic Dashboard

Strategies & Automation

Articles coming soon

Release Notes

Articles coming soon

Billing & Subscriptions

Articles coming soon

Troubleshooting & FAQ

Articles coming soon

Featured Articles

Popular Articles

Other Navigation
Options Chain Analysis
Working Orders Displayed on Chart
Journal – Color Tagging
Virtual Account Buying Power Calculations

Newest Articles

Reward/Risk on the Order Ticket
Strategy Metrics on the Option Chain
Greeks & IV Tab Explanation
Journal – Trade Results
Almost Real Virtual Accounts

Recently Updated Articles

Chart Period Controls
Reward/Risk on the Order Ticket
Strategy Metrics on the Option Chain
Almost Real Virtual Accounts
Greeks & IV Tab Explanation

Frequently Asked Questions

FAQs coming soon

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