1. 1. How to use this Guide
  2. 2. Introduction to Trade Ideas
  3. 3. Feature Overview
  4. 4. Getting Started
  5. 5. Version Comparison
  6. 6. Download & Installation
  7. 7. Software Layout
    1. 7.1. Free Floating Layout
    2. 7.2. Docked Layout
  8. 8. Channel Bar
    1. 8.1. Free-Floating Channel Bar
      1. 8.1.1. Custom Channel
    2. 8.2. Docked Channel Bar
      1. 8.2.1. Duplicate
      2. 8.2.2. Change Title
      3. 8.2.3. Pinned
      4. 8.2.4. Save or Share to Cloud
      5. 8.2.5. Custom Channel
      6. 8.2.6. Channel Descriptions
      7. 8.2.7. Minimize, Maximize, Restore, Close
  9. 9. Docked Window
    1. 9.1. Duplicate
    2. 9.2. Change Title
    3. 9.3. Pinned
    4. 9.4. Save or Share to Cloud
    5. 9.5. Minimize, Maximize, Restore, Close
    6. 9.6. Duplicate Function Docked vs Free-Floating Windows
  10. 10. Toolbar
    1. 10.1. File Tab
      1. 10.1.1. Load from Cloud
      2. 10.1.2. Save or Share to Cloud
      3. 10.1.3. Load Window
      4. 10.1.4. Load Layout
      5. 10.1.5. Save Layout
      6. 10.1.6. Exit
      7. 10.1.7. Backups, Logs, Support Files
    2. 10.2. New Tab
    3. 10.3. Tools Tab
      1. 10.3.1. Options Menu
        1. 10.3.1.1. General
        2. 10.3.1.2. Connection
        3. 10.3.1.3. Layouts
        4. 10.3.1.4. Time Options
        5. 10.3.1.5. Social Networks
        6. 10.3.1.6. Upgrade
        7. 10.3.1.7. Brokerage Plus Preferences
          1. 10.3.1.7.1. Connect Tab
          2. 10.3.1.7.2. Orders Tab
          3. 10.3.1.7.3. Quick Buttons
        8. 10.3.1.8. AI Trade Size
        9. 10.3.1.9. Charts
      2. 10.3.2. External Linking
      3. 10.3.3. Symbol Lists
      4. 10.3.4. Formula Editor
      5. 10.3.5. Performance Monitor
      6. 10.3.6. Symbol Linking Groups
      7. 10.3.7. Reset Font
    4. 10.4. Windows Tab
    5. 10.5. Help Tab
    6. 10.6. Account Tab
    7. 10.7. Brokerage Plus Toolbar
    8. 10.8. Sound Toggle
    9. 10.9. Idea Surfing Toggle
    10. 10.10. Connection Status Bar
    11. 10.11. Market Indices
  11. 11. Alert Window
    1. 11.1. Trade XYZ
    2. 11.2. Config Window
      1. 11.2.1. Strategies Tab
      2. 11.2.2. Search Tab
      3. 11.2.3. Select Alerts Tab
      4. 11.2.4. Window Specific Filters Tab
      5. 11.2.5. Exchanges Tab
      6. 11.2.6. Symbol Lists Tab
      7. 11.2.7. Columns Tab
      8. 11.2.8. Summary Tab
    3. 11.3. History
    4. 11.4. Send XYZ to
    5. 11.5. Symbol Linking
    6. 11.6. Missing Symbol Check
    7. 11.7. Clear
    8. 11.8. Duplicate
    9. 11.9. Duplicate into New Dock Window
    10. 11.10. Duplicate into XYZ Dock
    11. 11.11. Backtest Strategy
    12. 11.12. Properties
      1. 11.12.1. Actions - Sound Alert
      2. 11.12.2. Actions - Show Alert Window
      3. 11.12.3. Show Strategy Menu
      4. 11.12.4. Text Headers
      5. 11.12.5. View Mode
      6. 11.12.6. Dont Repeat
      7. 11.12.7. Select Colors
      8. 11.12.8. Small Borders
      9. 11.12.9. Speed
    13. 11.13. Pinned
    14. 11.14. Graphical Indicator
    15. 11.15. Save or Share to Cloud
    16. 11.16. Collaborate
    17. 11.17. Save as
    18. 11.18. Save Contents
    19. 11.19. Save as Default
    20. 11.20. Email/SMS Notifications
    21. 11.21. Alert Logging
  12. 12. Top List Window
    1. 12.1. Trade XYZ
    2. 12.2. Launch Real-Time Stock Race
    3. 12.3. Show Treemap
    4. 12.4. Config Window
      1. 12.4.1. Strategies Tab
      2. 12.4.2. Search Tab
      3. 12.4.3. Window Specific Filters Tab
      4. 12.4.4. Exchanges Tab
      5. 12.4.5. Symbol Lists Tab
      6. 12.4.6. Columns Tab
      7. 12.4.7. Sort Tab
      8. 12.4.8. Summary Tab
    5. 12.5. Time Frame
    6. 12.6. Send XYZ to…
    7. 12.7. Symbol Linking
    8. 12.8. Freeze
    9. 12.9. Duplicate
    10. 12.10. Duplicate into New Dock Window
    11. 12.11. Duplicate into XYZ Dock
    12. 12.12. Properties
      1. 12.12.1. Show Strategy Menu
      2. 12.12.2. Show Cylinder Score
      3. 12.12.3. Text Headers
      4. 12.12.4. Select Colors
      5. 12.12.5. Small Borders
      6. 12.12.6. Graphical Indicator
    13. 12.13. Pinned
    14. 12.14. Save or Share to Cloud
    15. 12.15. Collaborate
    16. 12.16. Save As
    17. 12.17. Save Contents
    18. 12.18. Save as Default
    19. 12.19. Alert Logging
  13. 13. Multi-Strategy Window
    1. 13.1. Trade XYZ
    2. 13.2. Strategies
      1. 13.2.1. Checkbox Function (Selected Strategy)
      2. 13.2.2. Configure (Selected Strategy)
      3. 13.2.3. Collaborate (Selected Strategy)
      4. 13.2.4. Duplicate (Selected Strategy)
      5. 13.2.5. Dont Repeat (Selected Strategy)
      6. 13.2.6. Colors (Selected Strategy)
      7. 13.2.7. Delete (Selected Strategy)
      8. 13.2.8. Backtest Strategy (Selected Strategy)
      9. 13.2.9. Open Alert Window (Selected Strategy)
    3. 13.3. Configure All
    4. 13.4. Delete All
    5. 13.5. History
    6. 13.6. Send XYZ To
    7. 13.7. Clear
    8. 13.8. Missing Symbol Check
    9. 13.9. Symbol Linking
    10. 13.10. Duplicate
    11. 13.11. Duplicate into New Dock Window
    12. 13.12. Duplicate into XYZ Dock
    13. 13.13. Properties
      1. 13.13.1. Actions - Sound Alert
      2. 13.13.2. Actions - Show Alert Window
      3. 13.13.3. Text Headers
      4. 13.13.4. Columns
      5. 13.13.5. Dont Repeat
      6. 13.13.6. Small Borders
      7. 13.13.7. Graphical Indicator
      8. 13.13.8. Speed
      9. 13.13.9. Window Name
    14. 13.14. Pinned
    15. 13.15. Save or Share to Cloud
    16. 13.16. Collaborate All
    17. 13.17. Save As
    18. 13.18. Save Contents
    19. 13.19. Save as Default
  14. 14. Single Stock Window
    1. 14.1. Details Tab
    2. 14.2. News Tab
    3. 14.3. Profile Tab
    4. 14.4. Insiders Tab
    5. 14.5. Similar Tab
    6. 14.6. Trade XYZ
    7. 14.7. Configure
    8. 14.8. Include Pre and Post Market
    9. 14.9. Use Symbol Linking
    10. 14.10. Duplicate
    11. 14.11. Duplicate into New Dock Window
    12. 14.12. Duplicate into XYZ Dock
    13. 14.13. Small Borders
    14. 14.14. Font Size
    15. 14.15. Pinned
    16. 14.16. Save or Share to Cloud
    17. 14.17. Save As
    18. 14.18. Save as Default
  15. 15. Compare Count Window
    1. 15.1. Config Window
    2. 15.2. Symbol Linking
    3. 15.3. Pinned
    4. 15.4. Save As
    5. 15.5. Save or Share to Cloud
    6. 15.6. Save as Default
  16. 16. Chart Window
    1. 16.1. Trade XYZ
    2. 16.2. Create Price Alert
    3. 16.3. Time Frame
    4. 16.4. Send XYZ to…
    5. 16.5. Duplicate
    6. 16.6. Duplicate into New Dock Window
    7. 16.7. Duplicate into XYZ Dock
    8. 16.8. Markup
    9. 16.9. Properties
      1. 16.9.1. Show Pre Market/Show Post Market
      2. 16.9.2. Symbol Linking
      3. 16.9.3. Show Cross-Hairs/Use Cross-Hairs Sync
      4. 16.9.4. Small Borders
      5. 16.9.5. Show Watermark
      6. 16.9.6. Dark Theme
      7. 16.9.7. Show AI Trades
      8. 16.9.8. Show Orders History
      9. 16.9.9. Show Indicators
      10. 16.9.10. Show Executions
    10. 16.10. Smart Risk Levels
    11. 16.11. Select Chart Style
    12. 16.12. Pinned
    13. 16.13. Save or Share to Cloud
    14. 16.14. Save As
    15. 16.15. Save as Default
    16. 16.16. Indicators
    17. 16.17. Use Browser Interface
    18. 16.18. Chart Icons
      1. 16.18.1. Heart Icon - My Liked Symbol List - Stocks I Like Channel
      2. 16.18.2. Chart Style Icons
      3. 16.18.3. Anchored VWAP Indicator
      4. 16.18.4. Markup Icons
      5. 16.18.5. Buy and Sell Icons
      6. 16.18.6. Earnings Icons
      7. 16.18.7. Halt Notification
      8. 16.18.8. Camera Icon
  17. 17. Price Alerts Window
    1. 17.1. Trade XYZ
    2. 17.2. Create New Price Alert
    3. 17.3. Edit Price Alert
    4. 17.4. Delete Price Alert
    5. 17.5. Share Price Alert
    6. 17.6. Actions - Sound Notifications
    7. 17.7. Columns
    8. 17.8. Pinned
    9. 17.9. Show Filter
    10. 17.10. Show Intraday PL
    11. 17.11. Show Daily PL
    12. 17.12. Symbol Linking
    13. 17.13. Duplicate
    14. 17.14. Duplicate into New Dock Window
    15. 17.15. Duplicate into XYZ Dock
    16. 17.16. Save to Cloud
    17. 17.17. Save as Default
  18. 18. Welcome Screen
  19. 19. Channel Bar
  20. 20. Real-Time Stock Race
    1. 20.1. Race Startup
    2. 20.2. Race Config
    3. 20.3. Race Right-Click
    4. 20.4. Race Replay
    5. 20.5. Race Sharing
    6. 20.6. Race Display
  21. 21. Premium AI Strategy Window
  22. 22. Premium AI Strategy Trades Window
  23. 23. Premium AI Long Term Strategy Trades Window
  24. 24. Premium RBI and GBI
    1. 24.1. Trade XYZ
    2. 24.2. Customize
    3. 24.3. Send XYZ to…
    4. 24.4. Symbol Linking
    5. 24.5. Clear
    6. 24.6. Duplicate
    7. 24.7. Duplicate into New Dock Window
    8. 24.8. Duplicate into XYZ Dock
    9. 24.9. Actions
    10. 24.10. Pinned
    11. 24.11. Save As
    12. 24.12. Save or Share to Cloud
  25. 25. Brokerage Plus
    1. 25.1. Connect Tab
      1. 25.1.1. Connect to the Trade Ideas Simulator
      2. 25.1.2. Connect to Interactive Brokers
      3. 25.1.3. Connect to ETrade
      4. 25.1.4. Connect to Alpaca Paper
      5. 25.1.5. Connect to Alpaca Live
    2. 25.2. New Tab
    3. 25.3. Windows Tab
    4. 25.4. Strategies Tab
      1. 25.4.1. Preset One-Click Order Entry Templates
      2. 25.4.2. New Trading Strategy
        1. 25.4.2.1. Create a One-Click Order Entry Template
        2. 25.4.2.2. Create an Auto-Trading Strategy
        3. 25.4.2.3. How to use Stop Limit and Stop Market Orders as Entry Orders
        4. 25.4.2.4. How to use Filters or Custom Formulas for Exit Orders
      3. 25.4.3. Edit Trading Strategy
      4. 25.4.4. Delete Trading Strategy
      5. 25.4.5. Save Strategy as Default
      6. 25.4.6. Go To Alert Window
      7. 25.4.7. Set as Default Chart Long/Short Strategy
      8. 25.4.8. Automation - Strategy DisabledEnabled
      9. 25.4.9. Load from Cloud
      10. 25.4.10. Columns
      11. 25.4.11. Save as Default
      12. 25.4.12. Select Buttons
    5. 25.5. Positions Tab
      1. 25.5.1. Trade XYZ
      2. 25.5.2. Add a Position
      3. 25.5.3. Add Stop Order
      4. 25.5.4. Modify Stop Order
      5. 25.5.5. Add Time Stop
      6. 25.5.6. Modify Time Stop
      7. 25.5.7. Add Target Order
      8. 25.5.8. Modify Target Order
      9. 25.5.9. Assign to Strategy
      10. 25.5.10. Columns
      11. 25.5.11. Hide Profit Decimals
      12. 25.5.12. Save as Default
      13. 25.5.13. Symbol Plus
      14. 25.5.14. Show Bar Chart
      15. 25.5.15. Gear Icon Options
    6. 25.6. Trading Summary Tab
    7. 25.7. Orders Tab
    8. 25.8. Order Entry (Manual)
    9. 25.9. Messages Tab
    10. 25.10. Executions Tab
    11. 25.11. Accounts Tab
    12. 25.12. Calendar Tab
    13. 25.13. Performance Tab
    14. 25.14. Daily Profit/Loss Summary Chart Tab
    15. 25.15. Daily Profit/Loss Detail Chart Tab
  26. 26. Oddsmaker Backtesting
    1. 26.1. Entry Tab
    2. 26.2. Timed Exit Tab
    3. 26.3. Risk Management Tab
    4. 26.4. Advanced Exit Tab
    5. 26.5. Summary Tab
    6. 26.6. Oddsmaker Results
      1. 26.6.1. Summary Tab
      2. 26.6.2. Calendar Tab
      3. 26.6.3. Optimization Tab
      4. 26.6.4. Settings Tab
  27. 27. Market Explorer
  28. 28. TradeWave
  29. 29. Anchored VWAP Add-On
  30. 30. GoNoGo Add-On
  31. 31. Alerts & Filters Glossary
  32. 32. Layouts & Scans
  33. 33. Stocks Like This Page
  34. 34. Web Version
  35. 35. Market Dashboards
    1. 35.1. MarketScope360
    2. 35.2. SectorScope360
    3. 35.3. Stock Deep Dive
    4. 35.4. Stock Momentum
    5. 35.5. Top Lists
    6. 35.6. PositionScope
    7. 35.7. Portfolio Master Challenge
    8. 35.8. Web Trading
    9. 35.9. Preferences
      1. 35.9.1. Color Scheme
      2. 35.9.2. Sidebar Behavior
      3. 35.9.3. Stock Details Layout
      4. 35.9.4. Data Mode
      5. 35.9.5. Browser Notifications
      6. 35.9.6. Chart Settings
      7. 35.9.7. In-App Notifications

Trade Ideas User Guide

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