1.
How to use this Guide
2.
Introduction to Trade Ideas
3.
Feature Overview
4.
Getting Started
5.
Version Comparison
6.
Download & Installation
7.
Software Layout
7.1.
Free Floating Layout
7.2.
Docked Layout
8.
Channel Bar
8.1.
Free-Floating Channel Bar
8.1.1.
Custom Channel
8.2.
Docked Channel Bar
8.2.1.
Duplicate
8.2.2.
Change Title
8.2.3.
Pinned
8.2.4.
Save or Share to Cloud
8.2.5.
Custom Channel
8.2.6.
Channel Descriptions
8.2.7.
Minimize, Maximize, Restore, Close
9.
Docked Window
9.1.
Duplicate
9.2.
Change Title
9.3.
Pinned
9.4.
Save or Share to Cloud
9.5.
Minimize, Maximize, Restore, Close
9.6.
Duplicate Function Docked vs Free-Floating Windows
10.
Toolbar
10.1.
File Tab
10.1.1.
Load from Cloud
10.1.2.
Save or Share to Cloud
10.1.3.
Load Window
10.1.4.
Load Layout
10.1.5.
Save Layout
10.1.6.
Exit
10.1.7.
Backups, Logs, Support Files
10.2.
New Tab
10.3.
Tools Tab
10.3.1.
Options Menu
10.3.1.1.
General
10.3.1.2.
Connection
10.3.1.3.
Layouts
10.3.1.4.
Time Options
10.3.1.5.
Social Networks
10.3.1.6.
Upgrade
10.3.1.7.
Brokerage Plus Preferences
10.3.1.7.1.
Connect Tab
10.3.1.7.2.
Orders Tab
10.3.1.7.3.
Quick Buttons
10.3.1.8.
AI Trade Size
10.3.1.9.
Charts
10.3.2.
External Linking
10.3.3.
Symbol Lists
10.3.4.
Formula Editor
10.3.5.
Performance Monitor
10.3.6.
Symbol Linking Groups
10.3.7.
Reset Font
10.4.
Windows Tab
10.5.
Help Tab
10.6.
Account Tab
10.7.
Brokerage Plus Toolbar
10.8.
Sound Toggle
10.9.
Idea Surfing Toggle
10.10.
Connection Status Bar
10.11.
Market Indices
11.
Alert Window
11.1.
Trade XYZ
11.2.
Config Window
11.2.1.
Strategies Tab
11.2.2.
Search Tab
11.2.3.
Select Alerts Tab
11.2.4.
Window Specific Filters Tab
11.2.5.
Exchanges Tab
11.2.6.
Symbol Lists Tab
11.2.7.
Columns Tab
11.2.8.
Summary Tab
11.3.
History
11.4.
Send XYZ to
11.5.
Symbol Linking
11.6.
Missing Symbol Check
11.7.
Clear
11.8.
Duplicate
11.9.
Duplicate into New Dock Window
11.10.
Duplicate into XYZ Dock
11.11.
Backtest Strategy
11.12.
Properties
11.12.1.
Actions - Sound Alert
11.12.2.
Actions - Show Alert Window
11.12.3.
Show Strategy Menu
11.12.4.
Text Headers
11.12.5.
View Mode
11.12.6.
Dont Repeat
11.12.7.
Select Colors
11.12.8.
Small Borders
11.12.9.
Speed
11.13.
Pinned
11.14.
Graphical Indicator
11.15.
Save or Share to Cloud
11.16.
Collaborate
11.17.
Save as
11.18.
Save Contents
11.19.
Save as Default
11.20.
Email/SMS Notifications
11.21.
Alert Logging
12.
Top List Window
12.1.
Trade XYZ
12.2.
Launch Real-Time Stock Race
12.3.
Show Treemap
12.4.
Config Window
12.4.1.
Strategies Tab
12.4.2.
Search Tab
12.4.3.
Window Specific Filters Tab
12.4.4.
Exchanges Tab
12.4.5.
Symbol Lists Tab
12.4.6.
Columns Tab
12.4.7.
Sort Tab
12.4.8.
Summary Tab
12.5.
Time Frame
12.6.
Send XYZ to…
12.7.
Symbol Linking
12.8.
Freeze
12.9.
Duplicate
12.10.
Duplicate into New Dock Window
12.11.
Duplicate into XYZ Dock
12.12.
Properties
12.12.1.
Show Strategy Menu
12.12.2.
Show Cylinder Score
12.12.3.
Text Headers
12.12.4.
Select Colors
12.12.5.
Small Borders
12.12.6.
Graphical Indicator
12.13.
Pinned
12.14.
Save or Share to Cloud
12.15.
Collaborate
12.16.
Save As
12.17.
Save Contents
12.18.
Save as Default
12.19.
Alert Logging
13.
Multi-Strategy Window
13.1.
Trade XYZ
13.2.
Strategies
13.2.1.
Checkbox Function (Selected Strategy)
13.2.2.
Configure (Selected Strategy)
13.2.3.
Collaborate (Selected Strategy)
13.2.4.
Duplicate (Selected Strategy)
13.2.5.
Dont Repeat (Selected Strategy)
13.2.6.
Colors (Selected Strategy)
13.2.7.
Delete (Selected Strategy)
13.2.8.
Backtest Strategy (Selected Strategy)
13.2.9.
Open Alert Window (Selected Strategy)
13.3.
Configure All
13.4.
Delete All
13.5.
History
13.6.
Send XYZ To
13.7.
Clear
13.8.
Missing Symbol Check
13.9.
Symbol Linking
13.10.
Duplicate
13.11.
Duplicate into New Dock Window
13.12.
Duplicate into XYZ Dock
13.13.
Properties
13.13.1.
Actions - Sound Alert
13.13.2.
Actions - Show Alert Window
13.13.3.
Text Headers
13.13.4.
Columns
13.13.5.
Dont Repeat
13.13.6.
Small Borders
13.13.7.
Graphical Indicator
13.13.8.
Speed
13.13.9.
Window Name
13.14.
Pinned
13.15.
Save or Share to Cloud
13.16.
Collaborate All
13.17.
Save As
13.18.
Save Contents
13.19.
Save as Default
14.
Single Stock Window
14.1.
Details Tab
14.2.
News Tab
14.3.
Profile Tab
14.4.
Insiders Tab
14.5.
Similar Tab
14.6.
Trade XYZ
14.7.
Configure
14.8.
Include Pre and Post Market
14.9.
Use Symbol Linking
14.10.
Duplicate
14.11.
Duplicate into New Dock Window
14.12.
Duplicate into XYZ Dock
14.13.
Small Borders
14.14.
Font Size
14.15.
Pinned
14.16.
Save or Share to Cloud
14.17.
Save As
14.18.
Save as Default
15.
Compare Count Window
15.1.
Config Window
15.2.
Symbol Linking
15.3.
Pinned
15.4.
Save As
15.5.
Save or Share to Cloud
15.6.
Save as Default
16.
Chart Window
16.1.
Trade XYZ
16.2.
Create Price Alert
16.3.
Time Frame
16.4.
Send XYZ to…
16.5.
Duplicate
16.6.
Duplicate into New Dock Window
16.7.
Duplicate into XYZ Dock
16.8.
Markup
16.9.
Properties
16.9.1.
Show Pre Market/Show Post Market
16.9.2.
Symbol Linking
16.9.3.
Show Cross-Hairs/Use Cross-Hairs Sync
16.9.4.
Small Borders
16.9.5.
Show Watermark
16.9.6.
Dark Theme
16.9.7.
Show AI Trades
16.9.8.
Show Orders History
16.9.9.
Show Indicators
16.9.10.
Show Executions
16.10.
Smart Risk Levels
16.11.
Select Chart Style
16.12.
Pinned
16.13.
Save or Share to Cloud
16.14.
Save As
16.15.
Save as Default
16.16.
Indicators
16.17.
Use Browser Interface
16.18.
Chart Icons
16.18.1.
Heart Icon - My Liked Symbol List - Stocks I Like Channel
16.18.2.
Chart Style Icons
16.18.3.
Anchored VWAP Indicator
16.18.4.
Markup Icons
16.18.5.
Buy and Sell Icons
16.18.6.
Earnings Icons
16.18.7.
Halt Notification
16.18.8.
Camera Icon
17.
Price Alerts Window
17.1.
Trade XYZ
17.2.
Create New Price Alert
17.3.
Edit Price Alert
17.4.
Delete Price Alert
17.5.
Share Price Alert
17.6.
Actions - Sound Notifications
17.7.
Columns
17.8.
Pinned
17.9.
Show Filter
17.10.
Show Intraday PL
17.11.
Show Daily PL
17.12.
Symbol Linking
17.13.
Duplicate
17.14.
Duplicate into New Dock Window
17.15.
Duplicate into XYZ Dock
17.16.
Save to Cloud
17.17.
Save as Default
18.
Welcome Screen
19.
Channel Bar
20.
Real-Time Stock Race
20.1.
Race Startup
20.2.
Race Config
20.3.
Race Right-Click
20.4.
Race Replay
20.5.
Race Sharing
20.6.
Race Display
21.
Premium AI Strategy Window
22.
Premium AI Strategy Trades Window
23.
Premium AI Long Term Strategy Trades Window
24.
Premium RBI and GBI
24.1.
Trade XYZ
24.2.
Customize
24.3.
Send XYZ to…
24.4.
Symbol Linking
24.5.
Clear
24.6.
Duplicate
24.7.
Duplicate into New Dock Window
24.8.
Duplicate into XYZ Dock
24.9.
Actions
24.10.
Pinned
24.11.
Save As
24.12.
Save or Share to Cloud
25.
Brokerage Plus
25.1.
Connect Tab
25.1.1.
Connect to the Trade Ideas Simulator
25.1.2.
Connect to Interactive Brokers
25.1.3.
Connect to ETrade
25.1.4.
Connect to Alpaca Paper
25.1.5.
Connect to Alpaca Live
25.2.
New Tab
25.3.
Windows Tab
25.4.
Strategies Tab
25.4.1.
Preset One-Click Order Entry Templates
25.4.2.
New Trading Strategy
25.4.2.1.
Create a One-Click Order Entry Template
25.4.2.2.
Create an Auto-Trading Strategy
25.4.2.3.
How to use Stop Limit and Stop Market Orders as Entry Orders
25.4.2.4.
How to use Filters or Custom Formulas for Exit Orders
25.4.3.
Edit Trading Strategy
25.4.4.
Delete Trading Strategy
25.4.5.
Save Strategy as Default
25.4.6.
Go To Alert Window
25.4.7.
Set as Default Chart Long/Short Strategy
25.4.8.
Automation - Strategy DisabledEnabled
25.4.9.
Load from Cloud
25.4.10.
Columns
25.4.11.
Save as Default
25.4.12.
Select Buttons
25.5.
Positions Tab
25.5.1.
Trade XYZ
25.5.2.
Add a Position
25.5.3.
Add Stop Order
25.5.4.
Modify Stop Order
25.5.5.
Add Time Stop
25.5.6.
Modify Time Stop
25.5.7.
Add Target Order
25.5.8.
Modify Target Order
25.5.9.
Assign to Strategy
25.5.10.
Columns
25.5.11.
Hide Profit Decimals
25.5.12.
Save as Default
25.5.13.
Symbol Plus
25.5.14.
Show Bar Chart
25.5.15.
Gear Icon Options
25.6.
Trading Summary Tab
25.7.
Orders Tab
25.8.
Order Entry (Manual)
25.9.
Messages Tab
25.10.
Executions Tab
25.11.
Accounts Tab
25.12.
Calendar Tab
25.13.
Performance Tab
25.14.
Daily Profit/Loss Summary Chart Tab
25.15.
Daily Profit/Loss Detail Chart Tab
26.
Oddsmaker Backtesting
26.1.
Entry Tab
26.2.
Timed Exit Tab
26.3.
Risk Management Tab
26.4.
Advanced Exit Tab
26.5.
Summary Tab
26.6.
Oddsmaker Results
26.6.1.
Summary Tab
26.6.2.
Calendar Tab
26.6.3.
Optimization Tab
26.6.4.
Settings Tab
27.
Market Explorer
28.
Anchored VWAP Add-On
29.
Alerts & Filters Glossary
30.
Layouts & Scans
31.
Stocks Like This Page
32.
Web Version
33.
Market Dashboards
33.1.
MarketScope360
33.2.
SectorScope360
33.3.
Stock Deep Dive
33.4.
Stock Momentum
33.5.
Top Lists
33.6.
PositionScope
33.7.
Portfolio Master Challenge
33.8.
Web Trading
33.9.
Preferences
33.9.1.
Color Scheme
33.9.2.
Sidebar Behavior
33.9.3.
Stock Details Layout
33.9.4.
Data Mode
33.9.5.
Browser Notifications
33.9.6.
Chart Settings
33.9.7.
In-App Notifications
Light
Rust
Coal
Navy
Ayu
Trade Ideas User Guide
Feature Overview
Have a look at these short introductory videos showcasing the main features of our Windows software: