Platform Features Release: Smart Trade Ticket, Global Chart Settings, Updated Fundamental Tab, Order/Trade Chart Display
Features Release Notes:
Smart Trade Ticket, Global Chart Settings, Updated Fundamental Tab, Order/Trade Chart Display
Announcing the latest features/functions updates, additions or edits to the trading platform:
The Smart Trade Ticket is easier to use and allows for future capability depending on what brokerages offer. One Example if this would be Conditional Orders.
Global Chart Settings have always housed where to control candlestick/volume bar colors as well as Tooltip displays. Now, clicking on the gear allows you the ability to display Annotations, Positions/Orders and Events.
The Fundamental Tab under Research has an improved, easier to read display with additional features for a clearer snapshot of a stock’s past and forecasted performance.
You’ll be able to differentiate a Conditional Order from a Staged Order as well as a Yet-To-Be-Executed-Order with the enhanced Order/Trade Display.
Smart Trade Ticket
Smart Trade Ticket
The redesigned Trade Ticket has defined sections for Stock/ETF trades and Option Trades. The Stock Ticket is divided into Open and Exit sections for easier use.
The Close Ticket provides a summary of any Profit/Loss on the trade. Brokerages determine available Order Types, which may include the following to open a trade:
Note: Closing Order Types may also include Trailing $ and Trailing %.
If there is an existing position on a Symbol when a new order is created, the Smart Ticket system will identify if there is an existing Non-Stock/Multi-leg Position or an existing Stock position.
If Non-Stock/Multi-leg position, clicking “Close” will navigate the user to the Option Trade Ticket. Clicking “Ok” will lead the user to the Stock/ETF Ticket.
If there is an existing Stock position, a summary of the existing will display along with the ability to Close or Add to the existing position.
Global Chart Settings
Global Chart Settings
Manage common chart settings from one location by clicking on the left-most Gear icon on the Chart Header which is located under the saved chart periodicities.
In addition to setting your Bullish/Bearish candlestick and corresponding Volume bar colors and control of whether you want Tooltips to display on the chart, you can view/hide:
All Chart Settings
Annotations
Orders/Positions
Events (Dividends/Earnings)
Simply click the ‘eye’ icon to display/hide your selection. Once finished with your Global Settings, click “Update,” then “Close.” To reset to default settings, click “Reset.”
Improved Fundamental Display
Fundamental Data has a new look
The area charts under the Research>Fundamental tab have been replaced with bar charts for easier understanding.
A Tooltip appears when you hover your cursor over the bar charts providing information for that data point.
Estimated Earnings is now in the same window as Historic Earnings for clearer comparison as both sets of data now have the same orientation
The Earnings display has been enhanced to illustrate past and projected data in the same window to match the orientation for a more accurate ‘apples to apples’ comparison.
Click on any of the legend icons to toggle the data displayed.
The Analysts’ Target Window displays the current stock price as a horizontal line for reference.
Custom Page Enhancements
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.
A refresh icon 
has been added to the Header to make it easy to update the Custom Page display after rearranging widgets.
We’ve increased the number of symbols that can be tagged from 6 to 12.
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 to 12.
Delete Notice added to Research Tab
A Warning Notice now displays when ‘x’ is clicked on the Research Tab requiring confirmation prior to removing the list of symbols from the tab.
Change Log
- Heat Map filter setting/saving improved
- Interval call split adjustments
- Greek Summary displays on Positions tab
- ETF list on Home Page issue resolved
- Strike Arrow functionality restored on Option Chain
- Sorting Scan after scrolling behavior corrected
- Eliminated stacking Indicators on charts
- Alert list is scrollable
Chart Navigation
Hovering the cursor over the icons will display it’s function.
In the upper right of the Chart screen, you can select which Chart Profile to research from the drop-down box, then save or delete the profile.
The next set of icons immediately below this gives more charting capabilities: Increase/Decrease price ranges, Reset price range, Hide/Show Navigation Bar, Move the date Back/Forward, Export/Print Chart
Other features include the Navigation Bar (below the chart). The shaded area corresponds to the chart time period. Slide one or both tabs of the bar to adjust the time period covered.
The “Hide/Show” button near the top-right of the screen will collapse the Indicator Detail area above the chart.
Chart Types
Lines, Bars, Candles & Comparisons
You have the flexibility in not only the way the data is displayed, but you also have choices in comparisons: Year-over-Year comparisons of your current Stock, up to a 5-year period. You can also compare your current stock to another stock, another index, ETF, etc.
Adjust Chart Height & Width
The height of the chart can be adjusted by clicking and dragging the tab under the main chart.
This is a feature unique per device. You can have separate settings for your laptop/desktop,notebook or even tablet.
To widen the chart, click the blue tab on the left side of the chart. This will collapse the Quote Bar to the left of the chart. You can ‘undo’ this by clicking the tab again.
Advanced Indicators
We offer select Advanced Upper and Lower Indicators that are not just derived from the price, including proprietary indicators like “Invest4Score” and “Insider Score”. They are accessible by using the “Add Indicator” drop-down box.
Upper Indicators include:
- Event Flags – showing Earnings and Dividends
- Journal Display
- Support/Resistance
- Extrema Trend Lines
Lower Indicators include:
- Historic Volatility/Implied Volatility
- Insider Score
- Institutional Percentage
- Invest4 Score
- Momentum Score
- Open Interest
- Options Volume
- Put Call Ratios
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.
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.
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.
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.
The Gear Icon sets/manages the default for these tools, as well as whether to save Trendlines, Notes & Annotations on the chart (recommended).
Each Trendline, Note Entry and Annotation can be individually customized by color and, where applicable, transparency.
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.