The Tool Bar, located just below the menu, provides easy access to the Trading Tools (i.e. Features) that you use most often. To use a tool or function, click the corresponding icon in the Tool Bar, or choose the tool/function from the main drop-down menu.
The Tool Bar is fully customizable. Icons can be added, removed or reordered using the Customize Toolbar window located in the View drop-down menu.
Click the vertical bar in front of the Tool Bar and drag it up, down, or to the side.
Select Tool Bar from the View menu. Select again to make the Tool Bar reappear.
Function icons are those that perform actions, which apply to the entire platform.
The following Function Icons can be selected from the Tool Bar:
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New Layout: Creates a fresh Layout window. The platform supports multiple Layouts -- which can be saved and later recalled. |
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Save: Saves the current Layout -- thereby preserving the placement of Trading Tools within the window. |
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Properties: Brings up the Properties window for the currently selected Trading Tool. This window contains customizable options for the tool selected. |
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Refresh: Updates/refreshes the data in all Trading Tool windows. |
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Print: Click on a Trading Tool, and then press this icon to print only that tool's window. Click on the top of the platform, and then press this icon to print the entire screen. |
Trading Tools are the "features" of the platform which provide unique trade-related services. When clicked, each tool opens as a mini-window within the main Layout window and can be resized and rearranged to suit your trading style. The following Trading Tool Icons can be selected from the Tool Bar:
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Account History: Links you to historical account information. Log in, view account statements and download account data for easy import into programs like Quicken®. |
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Trade Strategies: Brings ultimate control to your trades. Enter an order only if certain conditions apply, and manage how you exit the position once you hold it. |
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Alerts: Set visual or audio alerts based on stock behavior. |
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Baskets: Trade multiple orders at the same time using this convenient tool. |
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Board View: Track the progress of your favorite stocks by symbol. Organize symbols into custom groups for easy management. |
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Browser: Access any site on the net or "chat-live" with broker/dealer representatives |
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Charts: Provides an easy-to-read graphic representation of current and past trading activity for any stock or index. |
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Hot Keys: Useful for creating shortcuts by coordinating trade functions with buttons on the keyboard. |
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Market Depth: The main trading center of the platform. Get a detailed quote, view a ticker and market depth, and use the Order Entry Bar to place orders direct to the market. |
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Market Matrix: Use this advanced market screening tool to generate a list of stocks to trade based on parameters you set. |
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News Search: Search for news by stock symbol--then browse headlines and read full stories that interest you. |
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Notifications: Provides important information from the broker/dealer. |
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Portfolio: Provides information specific to your account. View account balances, currently held positions, open orders, and trade activity by clicking the tabs provided. |
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Research: Provides instant access to real-time information about both individual stock symbols and the market as whole. |
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Symbol Lookup: Find the stock symbol for any publicly traded company or index. |
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Ticker: Shows all orders executed in the market for a set of stock symbols. |
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Time and Sales: Useful for researching trades executed on the market during the current day (or up to five business days earlier). |
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Market Clock: View market time (EST) and conditions using this easy to read clock. |
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Options Chains: Provides an easy way to research available options by stock symbol. |