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 the same icon to restore the original time-period setting.
Start Date
Click the Calendar and select any past Market date. You can quickly choose a previous date by clicking on the “month” then arrow back by year. The closing price for that stock will be displayed.
You are now ready to create the position to analyze – either by clicking “Bid” or “Ask” or by entering the quantity in the appropriate box(es).
Note: In order to ‘backtest’, the platform needs to establish an orientation point in time. If you change the ‘start date’, the option expiration cycle may change to re-establish the reference point in which to pull information from.
Trend Lines, Notes & Shapes and Advanced Annotations
Customize your charts with Trend Lines, Notes and Advanced Annotations.
These tool icons are available above the chart, just below the Indicators drop-down box.
Each Annotation can have a Default Setting. This means all initially created lines, for example, will have the same settings, such as color and thickness.
Select your Annotation.
Draw it on the chart.
Click to display the dialog setting.
Adjust settings, then click “Save as Default.”
“Reset” will revert to initial settings.
You can still customize individual lines by saving the settings instead of saving as Default.
Fibonacci Too!
The Fibonacci Annotation has been enhanced to allow you to select which Retracement Levels you want to view, in addition to adjusting the color for each and the overall transparency.
The settings can be set as the Default for new chart entries or customize each entry, then “Save”
**Please note: Existing Fibonacci annotations cannot be edited with this new coding. They must be deleted, then added back.
Clicking on any Trend Line, Note, or Advanced Annotation, will display the “Annotation Settings” box for that entry.
The Annotation Settings box can be repositioned elsewhere on the platform, if needed.
Line Color, Line Width and if applicable, Background Color and Transparency can be changed.
Be sure to click ‘Save’!
Note: Parallel channels are initially drawn horizontally. To change orientation click on the annotation then grab one of the ‘edit dots’ to drag to the position you wish.
Then click “Save” on the dialog box.
Crossover Arrows
The Crossover Arrows 
identify the crossover points on indicators.
For upper indicators, you can select 2 indicators and the chart will show the crossover arrow.
Example: If you select the 5 day and 20 day SMA the Green arrows will show the 5/20 crossover points when in an upward movement, Red for downward.
Only 2 moving averages can be selected at a time when utilizing this tool. If you wish to make a change to another moving average indicator, one must first be deselected before adding the new indicator.
indication
Journal Tag Analytics
Want to know how effective your trading strategies and practices are? This is where you’ll get your answers
Get visual feedback broken down by strategies and analytical data including a Profit Graph, Average Gross P&L, the frequency of each strategy executed, % Win Ratio, Number of Days in a Trade.
Journal Analytics is a powerful tool to reinforce consistency in the practice of the trading process- from the overview, evaluation, research, execution and exiting. Journaling identifies what works, what needs more discipline, etc. Analytics provide this information in easy-to-read data.
Updating Journal Entries
Updating closed or adjusted trades in the Journal Tab is easy by the following steps:
1. Go to the Order Status Tab, change the default “Today” in the upper-right area of the tab for previously executed trades.
2. Click “Journal” for the trade you want to update.
3. You can add Notes, #tags, outlook to be included in the Journal. Click “Save”. (Note the Account Name where this trade will appear)
4. The trade is now updated in the Journal Tab. Expand the tab to see trade detail: Number of days in the trade, the profit (loss), order execution details, notes, tags, the Account Name containing the trade, etc.
The Analytics section will update using tags from these trades, further assisting in tracking progress in your trading.
Create Notes to Keep Organized
Notes are easily created throughout the Platform.
Anywhere you see a Smart (Action) Icon 
, you can create a Note to be added to the Journal Tab.
Simply click on the icon and select “Journal” for the Symbol and current price to be captured.
The Research Tab also has a Journal Icon located on the Symbol Summary Box on the left side of the screen.
Use as a Clipboard
Notes can be used as a Clipboard to help you with your Trading system. Use it for Ideas, Market Conditions, even for Trading Education Classes.
Simply create a Note as previously indicated, then remove the $stock symbol and pricing information.
Now you have a Clipboard to keep customized notes.
You can further customize your Notes with your own tags. Read more about creating your own #tags
Notes can be Edited at any time in the Journal Tab
Click on the ‘pencil icon’ to add or edit your notes, add#tags, outlook etc. For more info on adding tags: Click HERE
Then click “Save“.
If you no longer need this note, simply click on the pencil icon, then “Delete Entry“
The Journal give you the ability to view only Notes. On the left panel of the Journal Tab, select “Notes” from the Account Selector.
You are further able to refine your search by specifying text contained in the Notes. Select “Notes” in the middle panel of the Journal, then type in text that would appear in the Note entry. Click on “Filter”.
When finished, click “Clear“.
Tag Results-Table Summary Totals
Located below the Analytics Tab in the Journal, the Tag Result Table Summary displays trade performance by Date Range, Total P/L, Average P/L, Number of Trades (Count), % Profitable and Average Number of Days in Trades.
This data is dynamically updated by available filters including:
Type of account(s) (Manual, Virtual &/or Live)
Specific trading account(s)
Date Range
Stock symbol
Tags
Not only does this table provide valuable information, you can use it to compare strategies, track improvement in your overall trading, etc.