Support Team

The Mobile App has been completely redesigned:  Easier navigation with the display, features and functions resembling the desktop version make the New Mobile App more user-friendly.

Some features are optimized for Landscape view, including Charts, Option Templates and Journal.

“More” houses the Scans and Journal plus you can access the Help Center and submit a Support Ticket from this location.

Click below to download to your iPhone or Android Mobile

Market Tab

The Market Tab is organized and easy to navigate as it mirrors the desktop version.   Select the time-frame and scroll down the screen to view the Summary by Index.  View Advanced/Decliners and 52 Week Hi/Low for Exchanges by 1, 3 or 6 Months or 1 Year.

Access Sector overview, just as in the desktop version.   The Heatmap features and functions allows you to drill-down by Sector, Industry or Company/ETF and timeframe.   From here, navigational icons allow you to send a Symbol to Research or to a Watchlist.

Calendar functions in similar fashion to the desktop version.  View candidates in List or Tile View.  Add to an Existing or create a New List.   Selecting a particular symbol and rotating the screen to Landscape view will display the Chart. Return to Portrait view, to go the symbol’s Dashboard in Research.

Watch Lists: 

Mobile offers List View and Tile View

List View allows you to scroll to see all data points.
Tile View allows you to select Small or Medium sized tiles

If you select a Symbol then rotate the device to Landscape, the chart will appear.

Both versions allow you to Manage/Modify the selected List.

Watchlist Management offers the following Symbol and List Management capabilities in one location in Mobile and Desktop.

1. Rename currently selected Watchlist
2. Add Symbol(s) to the current Watchlist
3. Use Up/Down arrows to Drag/Rearrange Symbols in selected List
4. Use the ‘x’ to remove Symbol from existing List
5. Select/highlight one or more Symbols to add to another Existing Watchlist
6. Select/highlight one or more Symbols to Create a New Watchlist

Bonus!  Keep your Watchlist sorted by using this feature:

1. Sort by any Heading (Example: Price, High to Low)
2. Click on Manage Icon, then click “Done” at top of the screen

This setting will be ‘sticky’ until you change it

In addition to exporting trade report information from the Positions and Gains tabs, you can now do so from the Journal 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.

The right side of the Option Tab table has been redesigned and simplified.  This offers an easier view of the potential trade(s) and eliminates confusion of how to submit a trade from this table.

On the Option Chain, when there is no position entered:

1.Trade Detail box is blank.

2. Trade button is deactivated

3.  P/L graph is blank

In addition, the Trade button was moved to the top of the Trade Detail Box.   Two Option Table View names were changed to reduce confusion in understanding how to use the Option Table:   Trade to Trading & Price to Pricing

When a Position is entered on the chain:

Trade Button is Activated.

Trade Detail Header appears

 P/L Graph displays Trade

The Position Tab default view displays Share Performance and  Expand All for trade detail on multi-leg positions for a high-level quick view.

Click on “Collapse All” to close all expanded positions.

Change the Position View by clicking on the arrow next to the current view listed.

Click here for more on Position Views available

You now have another way to quickly access Charts:   Click on the Research Tab, then select “Chart”.

Clicking “Stock” from the Research tab will still take you to that symbol’s Dashboard which includes the Chart Tab.

The Technical Score icon will also take you to the chart.

Introducing the new “Life of Trade” View in the Journal.

Trades are grouped by Symbol, making it easier to follow the trade from Open-Adjust-Close – along with any Assigning/Exercising of the underlying stock.

This view further allows you to sort by Account, Symbol, etc for more targeted analysis.

‘Status’  provides an additional avenue to refine your Journal updating and analysis in the Life of Trade view.

• Open – current, active trades without prior change in underlying.  Identified by Blue Tab.
• Closed Complete – all legs of trade, including any adjustments or change of underlying, have been closed and matched.  Identified by Green or Red tab (Profit or Loss).
• Adjustment – Unmatched – the original trade has been adjusted, but the changes have not been reconciled.  This entry will be identified by a Yellow tab.
• Closed – Unmatched – the original trade, including adjustments and change of underlying are closed, but one or more components of the trade need to be matched.   Identified by yellow tab.
• Incomplete – the original trade resulted in change in the underlying stock being Assigned or Exercised.

When you add your brokerage account to the platform, make sure to select the ‘Auto-Journal’ Feature enabled.  By doing so, the system will automatically insert orders/trades from the last two months into the platform’s Journal.

After the brokerage is added, any trade executed on your brokerage website instead of through the platform portfolio will also be captured in the two-month time period.

Finally, there is no need to go to an account’s Order Status tab to update Journal Trade Tabs.   Simply  log in to the account from the Account Summary Tab.   Trade tabs will automatically update for the last 2 months!

The new Insight Tab in the Journal offers visual feedback on your trading activity.    The graphs are responsive to and update automatically based upon criteria selected including:

• Trading Account
• Symbol(s)
• Tags
• and/or Date Range

The top graph shows the overall activity, as well as Winners & Losers.

The middle line graph displays profitability or losses over the date range selected.

The bottom bar graph shows profit/loss by trade in the selected date range.

Users can now document details on Entering, Adjusting or Exiting a Trade quickly and easily after submitting an Order.
Upon successfully submitting an Order, simply click “Add Journal Notes“:

In addition to the ability to adjust Chart Height and Width,  the Charts can now ‘Go Big’ and expand to full screen size.
Click    as shown below:

The Buy/Sell icon, , located at the upper left of the screen allows you to trade directly from the full view.   To return to the regular chart view, simply click the ‘Go Big’ icon or ‘esc’ on your keyboard.

The Exchange listed in the Company Overview section of the Dashboard now lists the name of the Exchange, instead of the abbreviation.

Reconciling trades is important and necessary for the Journal to accurately display Analytics including Win/Loss ratio.  Analysis can be done by Symbol, Account, Tags, Date Range by using the ‘Refine By’ button selections.

Now it’s easier to review such trades.  The following notice appears, giving you the ability to view all trades in the selected account(s) needing reconciliation.

Clicking  “Reconcile” on the individual trade tab allows you to confirm the outcome of the trade:

Want to know more? Click HERE

Tile View offers size options throughout the platform.   Size and Periodicity buttons are ‘locked’ at the top of the lists for continued access.   The platform’s new Adaptive and Responsive technology adjusts the number of tiles per row based on available space

Select “Small”, “Medium” or “Large” on Market and Watch Tabs

Scans and Earnings/Dividends Calendar offer 4 sizes:  Extra Small to Large.

The new Insight Tab in the Journal offers visual feedback on your trading activity.    The graphs are responsive to and update automatically based upon criteria selected including:

• Trading Account
• Symbol(s)
• Tags
• and/or Date Range

The top graph shows the overall activity, as well as Winners & Losers.

The middle line graph displays profitability or losses over the date range selected.

The bottom bar graph shows profit/loss by trade in the selected date range.

Each trading account can be assigned a unique color from the Account Summary Tab.   Each Trade or Order entry within this account will display this color tab in the Journal for easy account identification.

The Journal Activity Line is customizable.   Once this indicator is added to your Chart Profile, simply click the Gear icon  to adjust settings:

Enter ‘Line Width‘ as well as other adjustments you wish to make on this Indicator , including Open/Close color/size and Profit/Loss line colors.

When completed,  click “Add” to close the Journal Display Box and update display.

Symbols will automatically update if an invalid symbol is entered and a new symbol exists.

If a symbol is not recognized, an Error notice will popup notifying the user of this.    By clicking “Report Error“,  the system will automatically research, and, if valid – add the symbol to the platform.

This process helps eliminate incorrect symbols from being added to the platform.

Trade Detail of a Trade Finder Scan now includes a “Go Big” option button on the P/L graph.

This allows for not only easier viewing on smaller display screens, but also displays Stock Price/Risk Chart with three price points:

Current day (dotted line)
Halfway point to Expiration (dashes)
Expiration Day (solid line)

Tabs now display action of the Order/Trade for simplified at-a-glance status.    Click below for detailed information on color codes of these tabs.

The Dashboard Tab, under Research, has a ‘cleaner’ look:  Larger tables, easier-to-read data are among the enhancements made possible by the Adaptive/Responsive Technology.

The Overview Table, located at the upper right of the Dashboard,  provides additional information, simply by clicking on the following:

• Name:  Company Overview
• Industry:  Competitors
• Location:  HQ address
• Website:  Live link to Company website

Finally, this table shows whether or not the stock is Optionable.

More theme choices are available, not just “Light” or “Dark”.   Simply click on your Username at the top of the platform sen and select from High-Contrast Dark, Midnight Dark, Forest Dark or even Pink.