Fundamentals
A complete perspective of performance in one place.
Fundamentals looks at 20 critical financial analysis ratios in 5 different categories: Growth, Profit, Cash Flow, Key Ratios, and of course, Earnings. 
We also take into account Quarter over Quarter, Year over Year, and Trailing Twelve Months’ (TTM) performance with our proprietary weighting formula. View historical data by clicking on the upper right corner buttons in each window.
Fundamentals is the slowest of The Score components to affect stocks, due to the limited times throughout the year data is released. Active investors would generally place more weight on Fundamentals than would a very short-term trader.
Expand Trade Detail - Positions Tab
There are 3 ways to expand multi-leg trades in the Positions Tab.
Smart Icon – Click on the 
icon to the left of the stock symbol, select ‘Expand/Collapse’. Repeat to close.
Expand All – Click the button above the trade entries if you wish to expand all multi-leg trades. Once clicked, the button will change to Collapse All.
Double-Click – if you want to expand one trade or specific trades, simply ‘double-click’ on an open space of the trade entry line. Repeat to close.
Trade Management
This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables you to visually assess adjustments.
Once the existing trade is showing on the options page, take a ‘snapshot’. Enter the adjustment, then take another ‘snapshot’.
To submit the adjustment to the Order Ticket of your brokerage account, click “Trade”. The smart ticket system will even handle the trade adjustment automatically by entering the appropriate buy/sell, open/close combination. 
Earnings Per Share Performance
Once a date has past and earnings have been announced, Earning Per Share (EPS) is color-coded based on how much the company beat (or missed) Expectations.
Go to Find>Calendar, select “Earnings” and view any past date, where earning have been announce, to view the results.
Dark Green/Dark Red is considered surprise, and indicate the company beat/missed estimates by more than 10%
Light Green/Light Red indicate the company beat/missed estimates by 10% or less
Journal Account Multi-Selector
Reviewing your Journal Accounts is made easier by using the Multi-Select tool on the Journal Tab. Control your Journal Account Views by selecting from Live, Virtual, Manual accounts or Notes or any combination of these.
Use the “Toggle All” button to switch or toggle your selection. Example: If you have your virtual selected and not your real accounts, Toggle will switch to real account and unselect virtual account. This can be a great way to analyze your results and compare real and virtual.
You can further sort by Symbol, Tags, Notes or Date Range within an Account by using the following tabs in the Journal:
NOTE: Any filtering, including account selection, will refine your analytics results too. Want to find your results from a specific account. Select just that account and analytics will refect accordingly.
Clickable Legends
When comparing trades using the Snapshot feature, the P/L Graph can get a little crowded. You can clear some of the lines by simply clicking on the legend to toggle visibility.
Clickable legends are also available in other graphs and charts within the platform.
Rolling Positions
It’s easier & faster to evaluate your Trade
Once you have entered a position, you can easily make adjustments for further evaluation using the group of Rolling Icons in the upper-center part of the Option Table.
These icons will allow you to move the whole position: 
Up or Down Strike Prices
Extend or Shorten Time
Widen or Narrow the Spread
The [X] acts as a clear function. Clicking once will clear the current positions in the chain. Clicking a second time will act as “all clear”. This will clear any snapshot trades and fully reset the option chain.
Calendars
Under the “Find” Tab, Calendar allows one to search for company’s Dividends, Earnings or Splits.
Select “DIV”, “EPS”, “SPL” by calendar date. Use the drop-down menu on the upper left corner to select S & P 500 stocks, All Equities, Optionable, etc.
Use the navigational buttons on the upper right, above the calendar to move the time period forward or back.
Once selected, the stock symbols will automatically populate the right side of the screen. The navigational icons, allow you to perform such functions as select/adding/managing icons to send to a Watchlist or to Research, you can also further Filter candidates.
Lower Indicators
The “Add Indicator” drop-down box has a section of Lower Indicators you can add below the main chart.
Many of the Indicators allow you to customize the parameters prior to adding.
Once the Indicators are in place, the icon tool bar – found on the upper right above each graph- gives you the ability to edit (Gear), hide (Eye), move up/down (Arrows) or delete (X) to truly customize your view.
Position Download Ability
Downloading/exporting capability added to the Positions tab.
This feature is also available in the “Gains” tab.
This allows even greater flexibility with record-keeping from the Journal/Brokerage Account.
