Reconcile Trade Notice
The Tags including the P/L Summary, Graph and new Insight tabs rely on updated Journal entries which includes reconciled trades.
The following notice appears in the Journal when trades needs to be reconciled:
All trades in the trading account(s) selected will display with the option to change back to Regular View:
Individual trades are reconciled by clicking on the “Reconcile” tab outlining the Journal Entry.
The Journal Tab will update showing the trade had a profit/loss or adjustment in the underlying.
Adding & Arranging Indicators
Select 
to add to your studies.
Indicators are grouped by Upper Indicators (which will appear on the Chart) and Lower Indicators (listed below the chart)
Once selected, you can customize the parameters – including the type of line you want for Moving Averages.
The upper Indicator selection summary appears above the chart and has an associated toolbar that allows edits (gear) hide/display(eye), refresh, or remove.. 
Lower indicators can be displayed/hidden, move placement up/down, or delete it to truly customize your view. 
Make sure to Save Your New Chart Settings 
Note: You cannot alter System Views: Active Trader, Options or Standard View. You will be prompted to either Overwrite or Save as a New Profile another available profile, such as Default or another Personal View.
Historic & Implied Volatility
This chart displays Historic (HV) and Implied (IV) Volatility with the ability to overlay Call/Put IV
Historic Volatility (green line) is based on how the stock actually moved.
Implied Volatility (blue line) is based on how the options are priced.
When expanded, the stock chart, 12-Month Mean (Average) IV and one-year IV High/Low (red line) are also shown. This is very helpful in understanding if option premiums are comparable to historic values.
High HV indicates recent strong movement.
High IV indicates higher premium and, in many cases, anticipated movement.
Note: You can remove the Stock Chart, HV, IV or Call/Put IV simply by clicking on the corresponding indicator above the chart/graph.
Updating Journal Entries
Logging into your account will update Journal entries for up to the last two months. However, trades that expired will need to be Reconciled. If the system is unable to match trades, a Yellow ‘Close’ tab will result, requiring manual action to close.
Follow the steps as shown below to reconcile your trades.
Note: Step 2 is not required, however, if you are just learning to use the Journal and it’s features, sorting by Symbol, especially if you have multiple trades, simplifies the process.
How to use Backtesting
Activate by clicking “Backtest” in the upper right of the Option Table screen.
- Select a start date.
- Enter position in the options chain.
- Select analyze date.
Your position’s P/L Performance and Risk Chart are dynamically updated.
Entering a Position
You can enter a position to analyze by clicking on ‘Ask’ for buying or ‘Bid’ for selling. You can also directly enter the quantity in the entry box. (Note: make sure to indicate a selling position with a minus (-) sign).
For positions that include the underlying stock, such as Covered Calls, Protective Puts & Collars, enter the stock quantity in the upper right corner of the chain window.
You can change the click quantity amount by changing the default-click parameter (found at the top of the Option Table) for 1x, 5x or 10x.
Symbol Journal
This is more than just documenting trades
This Journal has benefits and features that allow you to truly customize a vital part of the trading process. Each trade allows you to: Make Notes, add Tags for organizational purposes as well as Color Tags you customize, Outlook icons further customize each trade entry.
Customizing Indicators
Customize Indicator Settings – even in different Chart Profiles!
Customize the settings by clicking on the “Add Indicator” box at the top, center of the screen. Scroll to the Indicator you wish to add/edit. Left-click on the selection for a customization box to appear.
The Indicator window shows which settings can be changed.
Bonus! You can save different settings for the same indicator in different chart profiles. No need to change settings from one profile to the next.
In addition to the settings, this feature also provides a description of the indicator and the default settings.
Zoom Feature
Activate the Zoom Feature on the Chart by clicking on the Icon as shown:
The icon will darken when activated – or, depending on your theme, may show up brighter: 
You can then “Click/Drag” your cursor.
A “Reset Zoom” button will automatically appear on the new display. When you are finished with your studies, simply click to restore the original time-period setting.
