Platform Features Release: Enhanced Annotation Capability and Indicator Settings

Announcing the latest features/functions updates, additions or edits to the trading platform:

Enhanced Annotation Capability
Additional features have been added to create Annotations, Trendlines and Notes on the Chart.  Each can be customized by color, size and easily placed on individual charts.
Volume and Moving Average Indicator Updates:
Users have the ability to further differentiate Moving Averages on the charts by changing the type of Line.
Volume can now be selected as an Upper Indicator and/or Lower Indicator

Enhanced Annotations, Trendlines, Notes & Fibonacci capabilities

Additional & Enhanced Tools for Charting

Enhanced Annotations, Trendlines, Notes & Fibonacci Retracements allow you to customize and edit for greater flexibility on your charting.

Rays, Horizontal Lines and Arrows have been added.  All allow you to select the color and thickness of each for greater differentiation on the charts.  Easily reposition with a simple click and drag to new location.

Notes can be text and color edited as well as repositioned.

Parallel Lines have been added and they, along with Fibonacci Retracements – allow you to customize the color and transparency on the charts.

Edits are easy:  Click on the entry, edit as needed on the Annotation Box – which can be moved anywhere on the platform-  as needed, to make any changes.

More Info on Trendlines, Notes, Advanced Annotations

Volume and Moving Average Enhancements

Customize your Moving Average indicator Lines – not only by color – but by the type of line:

Volume, already available as a Lower Indicator, can be added as an Upper Indicator on the charts.

In addition, the Volume bar colors can be customized as they are an independent indicator from the candlesticks.  This is done by clicking on the gear icon, as shown.

Change Log

  • Added Stock/ETF symbol to Option Chain Window

by Support Team

Platform Features Release: New Option Chain Functionality/Appearance, Responsive P/L Graph

Features Release Notes:
New Option Chain Functionality/Appearance, Responsive P/L Graph

Announcing the latest features/functions updates, additions or edits to the trading platform:

Option Chain Functionality/Display has been revamped to allow users to control which information to view and increase responsiveness.  Symbols, such as SPY and SPX, will load noticeably faster.  An incorporated Dashboard provides a snapshot of current activity allowing users to make more informed decisions.
Responsive P/L Graph adjusts when the slide bar between Bid and Mid price is adjusted.   This is especially helpful when the spread is considerable.

Option Chain Display/Functionality

Select Expiration Cycles

The redesigned Option Chain allows users control of what Expirations to view instead of the platform defaulting to a cycle approximately 30 days out.

Click on the Options Tab from Research.
A window with available Expirations will appear along with a Dashboard with pertinent information (Volume, IV, OI, Earnings Date, etc) for more informed decision-making.

As a bonus, this structure allows data to load faster – especially helpful for those symbols with large option chains.

Click here for more detail!

Responsive P/L Graph

The P/L graph on the Options Tab is responsive to adjustments made to the trade set up for the entry Net Debit/Net Credit.

Note, the smaller the spread between the Bid/Ask, the smaller the graph adjustment will be.

The example illustrates a large spread to better illustrate this feature update.

Change Log

  • Price representation on chart X/Y axis corrected
  • Journal Notes enhancement
  • Saved screeners adjustment
  • Active Watchlist access corrected
  • Close from Backtest saves Symbol
  • Clarified wording on Warning Message
  • Mobile version of Saved and System Screener
  • Mobile app – rolling trade adjustments
  • P/L ‘Go Big’ data correction
  • Account Summary page enhancement
  • Large number displays on HeatMap

by Support Team

Option Chain Functionality

Option Chain Video

Research>Option Tab,  click on “Expiration Cycle” for  the “Call+Put”, “Calls” or “Puts” view.

Option Chain Expiration Cycles

The Option Chain Expiration Table gives you control of selecting which Expiration Cycle(s) you want to view.

The Option Dashboard provides a wealth of pertinent information to make informed decisions easier.
See below for more detail

Expiration Cycles:  All available options will be displayed. Monthly Options are indicated with an asterick

 

 

 

Select Expiration Cycles

Click ‘OK”

Chain will display for selected   

by Support Team

Enabling Notifications

Below is a general guide to enabling Notifications on your Desktop/Laptop and Mobile devices.

Please note:  Settings/Configurations vary by device.  It is important for you to be familiar with your system/device.   When in doubt, refer to the Help function on your computer/phone.  An internet search of ‘How do I…” for your device is also helpful. 

Macs

  • Open the Apple Menu
  • Select System Preferences
  • Select Notifications
  • Select Browser

Hint:  While on the platform, click on the Lock Icon in the browser bar to check status of/enable notifications.

Customize how you want Notifications to display.

  • Allow from Browser
  • Banners or Alerts
  • Allow Sound
  • Sort functions  – how often, when, what, etc.

iPhone/iPad

Follow illustrations:  Settings>Notification>App>Customize

PCs

  • Click the Windows Icon to access PC Menu
  • Select Settings>System
  • Select “Privacy & Security” on the next window
  • Under “Notifications”, select either “Allow” or “Ask”

Hint:  While on the platform, click on the Lock icon in the browser to check the Notification status

Android/Tablets

Follow illustrations:  Settings>Notifications>Apps>Customize/Manage

by Support Team

Maintenance Release

Change Log

  • TTM Squeeze Indicator added
  • Option Chain column line up
  • Double scroll bars appearing in Safari/Screener
  • Split notification on Chart added
  • Staged Order behavior -data loading resolved
  • Trade Button appearance on Chart from Staged
  • Industry Link responsive
  • Mobile – corrected Stage Button function on Stock Order Ticket
  • Mobile – updated “Save” Alert functionality
  • Mobile – adding Indicator (Android) corrected
  • Earnings < 7 days are noted in red

by Support Team

Platform Features Release: Smart Trade Ticket, Global Chart Settings, Updated Fundamental Tab, Order/Trade Chart Display

Features Release Notes:
Smart Trade Ticket, Global Chart Settings, Updated Fundamental Tab, Order/Trade Chart Display

Announcing the latest features/functions updates, additions or edits to the trading platform:

The Smart Trade Ticket is easier to use and allows for future capability depending on what brokerages offer.  One Example if this would be Conditional Orders.
Global Chart Settings have always housed where to control candlestick/volume bar colors as well as Tooltip displays.  Now, clicking on the gear allows you the ability to display Annotations, Positions/Orders and Events.
The Fundamental Tab under Research has an improved, easier to read display with additional features for a clearer snapshot of a stock’s past and forecasted performance.
You’ll be able to differentiate a Conditional Order from a Staged Order as well as a Yet-To-Be-Executed-Order with the enhanced Order/Trade Display.

Smart Trade Ticket

Smart Trade Ticket

The redesigned Trade Ticket has defined sections for Stock/ETF trades and Option Trades. The Stock Ticket is divided into Open and Exit sections for easier use.

The Close Ticket provides a summary of any Profit/Loss on the trade.    Brokerages determine available Order Types, which may include the following to open a trade:


Note:   Closing Order Types may also include Trailing $ and Trailing %.

If there is an existing position on a Symbol when a new order is created, the Smart Ticket system will identify if there is an existing Non-Stock/Multi-leg Position  or an existing Stock position.

If Non-Stock/Multi-leg position, clicking “Close” will navigate the user to the Option Trade Ticket.  Clicking “Ok” will lead the user to the Stock/ETF Ticket.

If there is an existing Stock position, a summary of the existing will display along with the ability to Close or Add to the existing position.

Global Chart Settings

Global Chart Settings

Manage common chart settings from one location by clicking on the left-most Gear icon on the Chart Header which is located under the saved chart periodicities.

In addition to setting your Bullish/Bearish candlestick and corresponding Volume bar colors and control of whether you want Tooltips to display on the chart, you can view/hide:

All Chart Settings
Annotations
Orders/Positions
Events (Dividends/Earnings)

Simply click the ‘eye’ icon to display/hide your selection. Once finished with your Global Settings, click “Update,” then “Close.” To reset to default settings, click “Reset.”

Improved Fundamental Display

Fundamental Data has a new look

The area charts under the Research>Fundamental tab have been replaced with bar charts for easier understanding.

A Tooltip appears when you hover your cursor over the bar charts providing information for that data point.

Estimated Earnings is now in the same window as Historic Earnings for clearer comparison as both sets of data now have the same orientation

The Earnings display has been enhanced to illustrate past and projected data in the same window to match the orientation for a more accurate ‘apples to apples’ comparison.

Click on any of the legend icons to toggle the data displayed.


The Analysts’ Target Window displays the current stock price as a horizontal line for reference.

Custom Page Enhancements

The widgets with that number will automatically populate accordingly.

To change displaying one symbol to another using a Watchlist, simply click on the Action Icon of new Symbol and select the number of the current Symbol you want to replace.

A refresh icon has been added to the Header to make it easy to update the Custom Page display after rearranging widgets.

We’ve increased the number of symbols that can be tagged from 6 to 12.  

Using the Watchlist displayed on the left side of the screen, click the Action Icon (triangle) to left of Stock Symbol you want to display and assign a number, 1 to 12.

Delete Notice added to Research Tab

A Warning Notice now displays when ‘x’ is clicked on the Research Tab requiring confirmation prior to removing the list of symbols from the tab.

Change Log

  • Heat Map filter setting/saving improved
  • Interval call split adjustments
  • Greek Summary displays on Positions tab
  • ETF list on Home Page issue resolved
  • Strike Arrow functionality restored on Option Chain
  • Sorting Scan after scrolling behavior corrected
  • Eliminated stacking Indicators on charts
  • Alert list is scrollable

by Support Team

The Order Ticket - Stock/ETF

The Order Ticket is designed for ease of use and flexibility.
Selecting “Stock/ETF” or “Options” will display the appropriate ticket.

Brokerages determine what Order Types and Duration selections are available.

All or None allows you to dictate whether to accept partial fill of an order or not.  Toggle to turn this on/off.

The Order Summary appears below Order details as an additional security step to ensure your order is correct.

Click “Stage” for later review, “Review” to continue the Order process or “Clear” to start over.

Note:  If you start an Order in one account, then switch accounts, you’ll review the following notice:

Order Types are in a drop-down box and the types offered often vary from one brokerage to the next.


‘Duration’ – How long the order is good for:  Day (current trading day) or GTC (Good til Cancelled) 

‘Condition’ – Must be met for the order to be filled/executed:  “None” (no conditions) or “All or None” (all of the order must be filled, or none at all).

After completing the order ticket, click ‘review’, then ‘submit’.

by Support Team

Platform Features Release: Additional Alert Functionality, Watch List Alerts, Info Button, Trade from Charts

Features Release Notes:
Additional Alert Capability,  Set Watchlist Alerts, Alert Management Info Button, New Trade Button on Charts

Announcing:  Expanded Alert Capabilities,  Watchlist Alerts  Information Button, Trade Function from Charts

We’ve increased Alert capabilities to give users more ability to identify trade entry, exit and management opportunities.  An Info button (i) is added to on the Alert Management Page to assist/guide users on the criteria offered.

Set Alerts by Watchlist as well as individual symbol.

Trade functionality is available from the Charts, streamlining the process when you have an existing trade or staged trade.  Where there are more than one position on the same symbol, you’ll be given the option of what action to take.

Increased Alert Functionality

Set Alerts by Watchlist

You are able to set Alerts on your Personal Watchlists .  There are 2 ways to do this:

1.   On the Watch Tab using the Alert Icon in the Icon bar
2.   The Alert Management Page, click “Watchlist”, then select from the drop-down which will automatically populate available lists to choose from.

Criteria available for single stock/etf symbols are available to set for an entire watchlist, include Real Time,  up to 6 month activation and the ability to add Notes.

Clicking the “Detail” button will display the symbols contained in the selected Watchlist

With the exception of Last Price, all  Methods are available for both individual alerts as well as Watchlist Alerts. 

Simple Moving Average
Exponential Moving Average
Bollinger Bands
Keltner Channels
6 Month Hi/Low
52 Week Hi/Low

As you see, SMA & EMA offer numerous time periods.   The shorter the time period, the more alerts you will receive – especially when set on Watchlists.

Note:  The Active Alert box on the left side of the Alert Management page will have ‘wl‘ indicated when the alert is on a Watchlist.

A Reminder on Alerts:

Alerts are RealTime if you have Streaming Quotes on the platform – OR – have a linked brokerage account that provides RealTime quotes to the platform – AND – have logged into that account in the last 30 days.

Alerts on OTC stocks will be delayed

Make sure to enable “Push Notifications” on your computer as well as mobile devices (if you have the app downloaded). You do not have to be logged into the platform to receive alerts as long as you have these notices activated.

Information Button – Alert Management Page

An Information Button has been added to the Alert Management page.

Located next to the Method drop-down, (i) clicking on this button will display in-depth information on criteria available to set your alerts.

Trade from Charts (Live, Virtual, Manual or Staged Orders)

Submitting existing trades or staged orders is streamlined.

In the example chart above, there are two staged orders and a Live Trade.

Clicking “Trade“,  located above the stock chart , will display a menu of an existing trade(s) in the activated trade account.

Staged Orders, on the same symbol, will display regardless of the trade account activated.

Staged orders will be shown in bold/black.

Active trades, whether Live, Virtual or Manual will be shown lighter/blue.  

To the right is what displays after clicking “Trade”:
     1.  Open (Enter) the Bull Call Position
     2.  Open (Enter) the Straddle Position
    3.  Close the existing Active Trade (Manual, Virtual or Live)

The next action will take you to the Order Ticket to continue the trade process, as usual.

Change Log

  • Ability to save Backtested trades after Market hours restored
  • Dividend display corrected
  • Adjusted links in BZ news
  • Mobile App – scrolling issue resolved in Scans

by Support Team