Custom (Premium Desktop Feature)

Custom Page  – Customize What You Want To See


Custom Page

You’ll find Custom under the Home tab (formerly Market tab).  Trade Central gives you a one-stop view of your selected Stocks/ETFs.   Add Quote Boxes, Multiple Charts and News for your selections and overall Market News.

Rearrange the content to fit your preferences, the platform will adjust to maximize the view according to the device you are using.

This is a flexible feature with a number of ways to structure the Custom page.  The widgets are adjustable, allowing you to rearrange, add, substitute or remove as needed.

Read below to learn more and get started:


Add Widgets

Check the box for “Quote“, “Chart“, and/or “News” and enter quantity for each then click “Enter”.

Add the Symbol in the appropriate box for the data to populate.

Note:  To remove a widget, click the ‘x’ in the upper right corner of the box.


Chart Widget

After adding “Chart” widget and Stock/ETF symbol, click the Gear Icon (upper right corner of widget box) to select:

Time Period: 1 Day, 1 Month, 3 Month,  6 Month or 1 Year
Chart Types:  Candlestick, OHLC or Line
Indicators:  Over a dozen indicators available to add to each chart.  You can edit and remove/change selected indicators on each chart.

Custom lets you add multiple chart set-ups per Symbol for a convenient way to research existing trades or find opportunities.


Widget Settings

Rather than enter a symbol on each Chart, Quote or News component, you can assign a number to each widget.

Then, 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 thru 12

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.


Adjust Custom Display

Adjust the order display by clicking on the Re-Arrange button on the Upper Right corner of Trade Central screen.

The display changes to placeholder bars for easy drag/drop action. Re-Arrange button changes to “In Process“.

Click on the Bulls-Eye icon to the left of the Stock/ETF symbol, then drag/drop to new location.

When completed, click on “Save“, then “In Process” to return to Trade Central main view.


Premium Features Release: Custom Home Page & Alert Functionality

Features Release Notes:
Custom Home Page,  Alert Capability

Announcing:  New Powerful Premium Features Added to the Trade Tool Trading Platform

Two new features, exclusive to the premium desktop version of the trading platform have been designed and implemented to help you make better trading decisions and have more control in managing existing trades.

Custom is located in the redesigned former Market Tab and gives you control of features you want to see in one customizable location.

Alerts gives you more control of your trading by setting up notifications set by your criteria.

Both features allow for expansion on future releases


Custom Home Page

You now have a Custom Home page!

Located in the “Home” Tab (formerly Market), this is a flexible feature which allows for a convenient way to research trades or find opportunities – in one place – all defined by you.

Start by adding Widgets:   Chart, Quote and News pertaining to the stock, and even Market News   The platform system will automatically adjust according to the available space on your desktop/laptop.

Each symbol can have multiple Chart set-ups – each with their own time period, chart type and indicators.

Want to rearrange the widgetsCustom allows you to do so.
Want to keep the settings, but change the selected stocks quickly?  That’s covered too.


Alert Functionality

Alert capability gives you more control of managing existing trades or being notified of possible trade opportunities.  Set by Last Price, $ or % Change, % Offset or Volume.

Receive triggered alerts on your computer and/or mobile device (with the mobile app).

Alert Management, located in Research, allows for easy modifying or removing active alerts from your current list.

Increase your profitability while minimizing risk on existing trades with this powerful feature!

Alerts are easily set up from the Research Dashboard.  

Click on the bell icon, located in the Quote Box,
Complete each field
Click “Save”

 

Quotes 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.


Change Log

  • Researching Staged Orders resolved
  • Adjustments/Building trades in Order Ticket issues corrected
  • Deleting Snapshot trade in chain corrected
  • Research/Dashboard/EPS data aligned
  • Scroll bar improvement on PCs in Journal, Watch Lists
  • Corrected “Position/Order Display” on Charts
  • “Existing Positions” label displays on Charts
  • Earnings display corrected when adding 10,30,60,90 periods
  • TDA – History data updated
  • TDA  – Login resolved for Android mobile & Google Pixel


Order Staging (Premium Desktop Feature)

This feature allows the user to save Potential Trades for further consideration to decide the best ones to submit.

Staging is also useful when the Market is closed – to be reviewed when the Market is open to determine if it’s still a high-probability trade.

With one click, you can send to the Research Tab,  Move to an Order Ticket or Delete and move on to the next staged order.

When Trade Sharing is enabled,  Trades made in accounts you are following will be displayed in your Order Staging Tab.   The Source will indicate the Account Name.  Status of “Used” will display for those trades you submit on one of your accounts.
Expired Staged Orders will automatically be removed.


Set Up Trade & Journal Sharing (Premium Desktop Feature)

Trade and Journal Sharing

 


Step 1:

Select “Sharing” under the Portfolio Tab to to access these features of sharing trade ideas with peers or trading groups or have access to an Instructor’s Trades or Journal History.

Trade Sharing allows for potential trades to display in “Order Staging” listing the Source of the Order.

Journal Sharing can be used to follow a Trading Group, Instructors, Peer, Public Accounts as well as Newsletters/Trading Room applications.


Step 2:  On the left-hand panel, click on “My Shared Accounts”

Shared Accounts are grouped into 4 categories:

  • My Shared Accounts – Elect to share Order Staging and/or Journal Sharing
  • Accounts I’m Following – Other peers, trading partners, instructors
  • Subscription Accounts – Newsletter or Trading Group applications
  • Public Shared Accounts – allows access to a Public Directory with performance metrics


Step 3: Set up your User Profile

Click “Edit
Add a User Display Name
Provide a Bio and/or Information about the account.  This is what others will see.
The Formatting option allows you to customize the Bio/Information box.
Click “Save


Step 4:  Set Up Account Profile

1.  In the middle panel, click on the Account to be shared

2.  On the bottom right panel of the page, click on “Create Sharing Profile

3.  On the pop-up window, add an Account Display Name and Account Description.
Note: Both are required.

You are also able to add #tags to this Account Profile.

4.  Click “Save


Available buttons allow you to Generate New Code and Disable Code.

Account Options

Once Shared, you can “Unshare” account by clicking on button located in the upper right of this box.

Share Journal is checked by default.

Check box for Share Staged Trades if you wish to provide that on the selected account.

A code is automatically generated to Privately Share/Peer-to-peer share

Duration drop-down menu allows you to set how long the code is valid:
Single use only
Hour
Day
Week
Until Disabled


Intraday Trade Finder Scan Updates (Premium Desktop Feature)

Trade Finder Scans are updated every 30 minutes during Market Hours on the Premium Platform.  That’s 12 more times than the Standard Platform version, which updates once after the Market opens.

Trade Finder Scans are easily identified with a Rocket Icon in the upper left corner of the Scan box.


Premium Features Release: Intraday Scan Updates, Order Staging, Trade & Journal Sharing

Features Release Notes:
Intraday Scan Updates, Order Staging, Trade & Journal Sharing

Announcing the Premium Features Release of the Trade Tool Trading Platform

These features are exclusive to the Premium Trade Tool Trading Platform and designed to help you make better trading decisions.    Trade Finder Scans are updated every 30 minutes throughout the trading day.  Order Staging allows Orders to be stored for later consideration.  Trade and Journal Sharing provide synergy:  share trading ideas/activity with peers or have access to an Instructor’s Trades and Journal activity and history.


Intraday Trade Finder Scan Updates

Trade Finder Scans are updated every 30 minutes during Market Hours on the Premium Platform.  That’s 12 more times than the Standard Platform version, which updates once after the Market opens.

Everyone knows the Market fluctuates, sometimes greatly changing direction.  The premium scans respond to these changes throughout the trading day allowing you to make more informed trading decisions.


Order Staging

This feature allows the user to save Potential Trades for further consideration to decide the best ones to submit.

Staging is also useful when the Market is closed – to be reviewed when the Market is open to determine if it’s still a high-probability trade.

With one click, you can send to the Research TabMove to an Order Ticket or Delete and move on to the next staged order. 


Trade and Journal Sharing

 

Select “Sharing” under the Portfolio Tab to to access these features of sharing trade ideas with peers or trading groups or have access to an Instructor’s Trades or Journal History.

Trade Sharing allows for potential trades to display in “Order Staging” listing the Source of the Order.

Journal Sharing can be used to follow a Trading Group, Instructors, Peer, Public Accounts as well as Newsletters/Trading Room applications.

Portfolio>Share is grouped into 4 categories:

  • My Shared Accounts – Elect to share Order Staging and/or Journal Sharing
  • Accounts I’m Following – Other peers, trading partners, instructors
  • Subscription Accounts – Newsletter or Trading Group applications
  • Public Shared Accounts – allows access to a Public Directory with performance metrics

Set up your User Profile:
Add a User Display Name and Information about yourself as it relates to trading.

Account Profile:
Settings are customized per trading account.    You can include a summary of what the account is for, tags used,  share/unshare.

The Options section allows you to Share Journal and/or Share Staged Trades from this Account.

For Private Share of the Journal Account, set up a code to share with select user(s).

Duration allows you to set how long the Share Capability is active:  Single Use, Hour, Day, Week or Until Disabled.

Finally, you are able to set up a Public Share option.



Features Release: E*trade Brokerage added, Portfolio Greek View, Enhanced Journal Marking

Features Release Notes:
E*trade Brokerage added, Portfolio Greek View, Enhanced Journal Marking

We’re pleased to announce the latest Release of the Trade Tool Trading Platform.

The addition of E*Trade Brokerage allows more choices for users to trade directly from the platform, while linking up to 2 months’ of trading history.  The extensive Journal features allow users to monitor and analyze trading profitability.

The Positions Tab now offers Greek View for an additional resource of active trade analysis.

The Journal Tab makes it easier to identify/select the type of accounts to review/analyze by colorizing the summary list to match the account tabs.


E*trade added to platform

Adding E*Trade to the Platform is easy as 1 – or – 1,2,3!

1. As a New Account, simply click the “Open New Account” Button (as shown) and follow the steps to open your new trading account.

To link an Existing Account:
1. Click on the drop-down box, select E*Trade
2. Read and Agree to Terms and Conditions (check box)
3. Click “Continue


Greek View in Positions Tab

Analyzing Trades from the Positions Tab is now easier with the new Greek View.  


Enhanced Journal Account Identification

The account tabs already have vertical color bar to help identify the type of account:

Green = Live
Yellow = Virtual
Red = Manual

Now the summary tab, above the account list, has clearer markings for the type of account(s) you wish to review.

Change Log:

  • Bid/Ask added to Quote Bar (Research Tab)
  • Corrected Closing error on Mobile App
  • Resolved buffering in Scans>Options>Chain
  • Added HR line to HeatMap filter display
  • Chart sizing with Compare/Seasonal resolved
  • Navigating Chart Compare function corrected for Intraday to Daily charts
  • Journal note container display corrected
  • Option Strike Display – Near, More or All settings are now session sticky
  • Positions $ Change decimal places show .00
  • Exporting Positions includes Price
  • z-score included in container


Export Reports (Desktop)

Clicking on  located on the upper left corner of the Positions and Gains tabs allows you to export that information as a .csv file.

The Journal  give you the ability to export reports in a PDF file on your desktop platform.  But that’s just the beginning.

You can export from the Transaction or Reconciliation view filtered by Account, Symbol, Tags, Notes and/or Date Range.

Life of Trade View also allows you to filter by Order Status in addition to the above criteria for even more focused report.   Only want to print Closed Trades?  Want to see how many trades are Unmatched?  Select those filters.

The top of your Journal report displays the Tag Summary based upon the account(s) and filtering criteria selected.

The trade detail report displays the status, Open, Close, Expire  with a color code of the trade:  Blue=Open,  Green=Profit,  Red=Loss,  Yellow=Unmatched.