Search for answers or browse our knowledge base.
-
Platform Overview
-
Onboarding Guide
- Articles coming soon
-
Account & Settings
-
Brokers & Accounts
-
Charts & Indicators
- Chart Period Controls
- Extend Fibonacci Retracements on Charts
- Chart crosshairs
- Heat Maps Too
- Working Orders Displayed on Chart
- Chart Types
- Customizing Indicators
- Lower Indicators
- Crossover Arrows
- Chart Navigation
- Adjust Chart Height & Width
- Advanced Indicators
- Adding & Arranging Indicators
- Add/Delete/Save Chart Profiles
- Zoom Feature
- Trade from the Chart
- Chart Adjustment/y-axis
- Intraday Charts displaying Pre/Post Market Activity
- Trend Lines, Notes & Shapes and Advanced Annotations
- Heat Map View
- Heat Map Data Points
- Heat Map Filters
- The Legend - Heat and Spectrum Maps
- Heat Map & Spectrum Overview
- Spectrum Map View
- 52 Week High/Low Value
- Industry Performance Bar Chart
- Explore - Give it a try!
- Journal Activity Line
- Global Chart Settings
- Chart Adjusts for Splits
- 52-Week Hi/Low Indicator
- Show all articles ( 17 ) Collapse Articles
-
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
- Show all articles ( 19 ) Collapse Articles
-
Positions & P&L
-
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
- Show all articles ( 16 ) Collapse Articles
-
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
-
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
- Show all articles ( 1 ) Collapse Articles
-
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
- Show all articles ( 3 ) Collapse Articles
-
Market Intelligence
-
Strategies & Automation
- Articles coming soon
-
Release Notes
- Articles coming soon
-
Billing & Subscriptions
- Articles coming soon
-
Troubleshooting & FAQ
- Articles coming soon
Elements of the Template
The Trade Finder Templates are designed to allow you to ‘visually trade’.
When evaluating a position, a Bull Put for example, the template automatically sets up the trade. You can use the rolling icons to adjust the position: Roll the position up/down, roll out the time frame, adjust the strikes, etc. You can even adjust the Net Credit(Debit) of the trade in an attempt to get a more favorable entry cost/credit.
The Performance Channels show the profit/loss of the position.
The P/L summary at the bottom left of the screen shows the Risk/Reward ratio, Net/Total Credit (Debit),the break-even stock price point, the max reward/max risk with corresponding stock price.
A snapshot on the right side of the screen, provides a visual structure of the strategy, what market conditions are favorable to the trade, whether volatility and/or time positively, negatively or is neutralized by the strategy.

Greeks and Volatility are also shown.

Once satisfied with the position set-up, click ‘Trade’ and the order will auto-fill in the “Order Ticket” of your brokerage account.
Important! While adjustments to the template may be made, the system limits what can be changed in order to stay within the constraints of the strategy. This safety measure ensures you stay in the type of trade you intend to be in.