26-09 Release Notes: Chart Period Controls, Journal Trade Results, Strategy Metrics
TradeTool Platform
Release Notes
Chart Period Controls
Interval and Timeframe are now set independently, giving you more flexibility when setting up your charts.
What's new
- Interval determines how each bar or candle is displayed — Daily, Weekly, Monthly, 1 Min through 60 Min, 2 Hours and 4 Hours.
- Timeframe determines how much historical data is displayed — 1 Day through 10 Years.
- Extend By 10, 30, 60 or 90 periods is now available within the Timeframe menu.
- Your selections are sticky — they remain in place until you change them.
How the two menus work together
Compatible selections are shown normally, while unavailable combinations are faded. Selecting a 1 Min Interval, for example, allows Timeframes of 1 Day, 3 Days or 1 Week.
Access Your Favorites
The Interval/Timeframes that are Starred, indicating “Favorites” are stored in this drop-down.
To add a new “Favorite” click the Star to the right of the new Interval/Timeframe combination.
To remove: Select the one to remove and click the highlighted Star to remove.
Note: Chart Views selection has been moved to its new location. Select Line, OHLC or (default) Candlestick. Seasonality and Compare function capability are also housed here.
Enhanced Trade Results in the Journal
The Trade Journal provides a more complete view of your trade results — from entry through close, including adjustments and expirations along the way.
How to open it
From the Life of Trade view, click the Gain/Loss value on the far right of a completed trade.
What you'll see
- Trade performance at a glance — Profit/Loss, % of Target and trade duration.
- Visual trade history — entries, adjustments and exits shown directly on the chart, including OCO Stop and Limit orders when applicable.
- Risk & Return — compare the original trade plan with the actual outcome, including Reward and Return on Risk.
- Performance Evaluation — identify the factors that contributed to or detracted from the trade.
- Position & Plan details — see how the actual execution and results compared with the original plan.
- Options Trade Analysis — review key Greeks and volatility metrics, including Delta, Theta, Vega, Gamma, IV and IV Rank.
The tabs you see depend on the type of trade.
Stock trades
Summary · Risk & Return · Position & Plan
- Overview tabs — Summary, Risk & Return, Position & Plan.
- Trade summary — symbol, trade status, position, account and tags.
- Results — Profit/Loss, % of Target and duration of trade.
- Evaluation — color shows whether a factor contributed to or detracted from the trade.
- Price / Performance — toggle between the two chart views.
- ACandlestick chart with position entry, adjustment and close — plus OCO Stop and Limit, if applicable.
- BCumulative activity across the trade duration.
- Summary of performance — a plain-language recap of the result.
Risk & Return
Risk & Return sets the plan against the outcome. In this bracket order, 10 shares filled at $503.41 — below the $503.44 order price. Six days later the $528.66 target was reached and the close executed at $528.67, and the $490.90 stop was cancelled automatically. A planned Reward/Risk of 2.01 came in at 2.02.
Position & Plan
Position & Plan breaks the result down line by line — here, a better entry, a better close, and a stop that never had to fill.
Options trades
Summary · Risk & Return · Greeks & IV
- Overview tabs — Summary, Risk & Return, Greeks & IV.
- Trade summary — symbol, trade status, position, account and tags.
- Results — Profit/Loss, % of Target and duration of trade.
- Evaluation — up to three primary drivers of the trade.
- Price / Performance — toggle between the two chart views.
- ACandlestick chart with position entry, adjustment and close.
- BCumulative activity across the trade duration.
- Summary of performance — a plain-language recap of the result.
Risk & Return
For this $10 bull put spread: max profit $120 against max risk $880, held 22 days for $5.45 per day and a 13.6% return on risk. Cushion shows how far below the break-even point the trade reached.
Greeks & IV
| Metric | What it tells you |
|---|---|
| Net Delta | Directional exposure — roughly what the position gains or loses per $1 move in the stock. |
| Net Theta | Premium in dollars per day that the position collects or pays for each day it is held. |
| Net Vega | What the position gains or loses per one-point change in implied volatility. |
| Net Gamma | How fast Delta itself moves as the stock moves — negative for credit spreads and short premium. |
| Trade IV | The implied volatility of your own legs — what you actually sold or bought. |
| Stock IV | The underlying's mean implied volatility, with 30-day historical volatility shown beneath it. |
| IV − HV | Volatility risk premium — how far implied sat above or below what the stock has actually been doing. |
| IV Rank | Where implied volatility sat within its own one-year range, 0–100. |
Strategy Metrics on the Option Chain
Build a multi-leg strategy on the Option Chain and the figures that decide whether it is worth taking are calculated as you go.
The callout bar sits directly beneath the legs and recalculates as you add, remove or reprice them — so you can weigh a structure before committing to it. Below it, the payoff diagram plots profit and loss across the price range, with a separate curve for each date between today and expiration.
What the callout bar reports
| Field | What it shows | This example |
|---|---|---|
| MaxP | Maximum profit — the most the position can make. | $398 |
| MaxR | Maximum risk — the most it can lose. | $602 |
| BE | Breakeven price on each wing, lower and upper. | 206.02 / 238.98 |
| R/R | Reward measured against risk. | 0.66 : 1 |
| Credit | Net premium received — shown as Debit when you pay to enter. | 3.98 |
| Total | Cost to enter the trade; here, the credit collected. | 398.00 |
| BP Effect | Buying power the position ties up while it is open. | 602.00 |
Reward/Risk on the Order Ticket
The Reward/Risk ratio you set from the chart now carries through to the Order Ticket, so it stays in view while you finalize the order.
Set it from the chart
Click Trade from the chart to set up a Bracket Order. Set a Profit Target and Stop Loss around your entry price, and the dialog reports the resulting Risk, Reward and Rwd:Risk.
Then finalize on the ticket
The Order Ticket now carries that same figure as Reward To Risk, printed with the order summary — so it stays in front of you while you review, stage or submit, rather than being left behind on the chart.
Almost Real Virtual Accounts
Built from the ground up to give you the most realistic experience possible.
Our new Virtual Accounts are designed to make practice trading more realistic — from the moment an order fills through expiration, assignment, dividends, and margin calculations. Whether you're learning the platform, testing a strategy, or practicing before putting real money at risk, your Virtual Account now gives you a much better picture of how trades can actually affect an account.
Available starting levels: $10k, $100k and $250k.
What's great about these accounts
- Realistic Fills — fast, market-based fills with potential price improvement, even on spreads.
- Accurate Margin & Buying Power — Reg-T margin and buying power are recalculated as your positions and orders change. Margin Interest is calculated at 10% for impact when used.
- Option Expiration & Assignment — options expire, exercise, and assign as they would in a live account, including cash-settled index options.
- Dividends — eligible positions now reflect dividend activity.
- Realistic Account Outcomes — margin calls, reduced buying power, and negative equity can occur when market conditions warrant them.
Change Log
- FixedTrend Drawing Tool — adjusting a drawn trend line.
- FixedRectangle Annotation — functionality restored.
- FixedLine Cloning — thickness now carries through to the cloned line.
- FixedPrice Slices — Tab key behavior.
- FixedScan Filters — filters now clear.
- ChangedBracket Orders — now function and display as a single order on the chart.
Greeks & IV Tab Explanation
Greeks & IV Explained
The Greeks & IV tab helps you understand why an options trade performed the way it did.
Instead of showing Greeks only when you enter a trade, the Journal compares them at Entry and Exit. Think of it as a before-and-after view of your trade.
Net Delta — Direction
Delta shows how sensitive your position was to movement in the underlying stock.
- Positive Delta benefits from an upward move.
- Negative Delta benefits from a downward move.
- A move toward zero generally means directional exposure decreased.
Comparing Entry to Exit helps show whether stock movement became more or less important as the trade progressed.
Net Theta — Time Decay
Theta estimates how much the position gains or loses from the passage of time each day.
- Premium-selling strategies generally benefit from positive Theta.
- Premium-buying strategies generally pay Theta as time passes.
Rather than showing only how the daily Theta rate changed, the Journal identifies whether time decay was collected or paid during the trade.
Net Vega — Implied Volatility
Vega measures how changes in implied volatility affected the position.
- Long options generally benefit when IV rises.
- Short-premium positions generally benefit when IV falls.
The Journal summarizes whether volatility:
- Worked in your favor
- Hurt the trade
- Faded as the position approached expiration or lost remaining premium
Net Gamma — Delta Sensitivity
Gamma measures how quickly Delta can change as the underlying moves.
Higher Gamma means your directional exposure can change more quickly, particularly as expiration approaches.
For most trade reviews, Gamma provides additional context about how sensitive the position became to price movement.
Understanding Volatility
Trade IV
Trade IV is the implied volatility associated with the option contracts in your trade.
It reflects the volatility being priced into the specific strikes you bought or sold.
Stock IV
Stock IV represents the broader implied volatility of the underlying stock.
Comparing Trade IV with Stock IV can help show whether your specific options were priced with more or less volatility than the stock’s overall option market.
Stock HV
Historical Volatility (HV) measures how much the stock actually moved over the previous 30 days.
Think of it this way:
IV = expected volatility
HV = actual recent volatility
IV − HV
IV − HV compares the volatility the options market was pricing with the volatility the stock actually experienced.
- Positive: IV was higher than HV.
- Negative: HV was higher than IV.
For premium sellers, a positive difference can indicate that options were pricing in more movement than the stock had recently been delivering.
IV Rank
IV Rank shows where the stock’s current implied volatility falls within its own 1-year range, from 0 to 100.
- A higher IV Rank means volatility is relatively high for that stock.
- A lower IV Rank means volatility is relatively low.
This gives IV some context. A 30% IV may be high for one stock and low for another.
Reading the Results
The Change column helps you quickly see what happened between Entry and Exit.
Some rows show a numeric change, while Theta and Vega use words such as collected, paid, worked, hurt, or faded to make the result easier to interpret.
Colors provide another quick reference:
- Green — helped the trade
- Red — hurt the trade
- Gray — neutral or informational
A negative number is not automatically bad. For example, Delta moving closer to zero may be favorable for a short-premium trade.
Putting It All Together
When reviewing the Greeks & IV tab, ask yourself:
Did price movement help or hurt?
Look at Delta.
Did time work for or against me?
Look at Theta.
Did changes in volatility help or hurt?
Look at Vega and Trade IV.
Was volatility relatively high or low when I entered?
Look at IV Rank and IV − HV.
Taken together, these numbers help answer the most important question:
Did the trade work for the reason I expected it to?
Journal - Trade Results
Trade Details
The Journal allows you to view your trade results, including a visual outline of the position from Open to Close, including any Adjustments and Expirations.
Start in the Life of Trade view.
Click on the Gain/Loss value on the far right of the trade entry
Stock Journal Entry
- Overview Tabs: Summary, Risk/Return, Position & Plan
- Trade Summary: Symbol, Trade Status, Position, Account & Tags
- Results: Profit/Loss, % of Target, Duration of Trade
- Evaluation: Color represents a contributing or detracting factor in the trade
- Price/Performance
A. Candlestick chart with position entry/adjustment/close – and OCO Stop/Limit, if applicable.
B. Cumulative activity for trade duration - Summary of Performance
The Risk & Return Tab outlines the trade results.
In this bracket order example:
10 shares were purchased at a lower entry price ($503.41) than the order price of $503.44.
6 days later, the Target of $528.66 was reached, and the close order was executed at $528.67
The Stop Order ($490.90) was cancelled automatically.
The original plan outlined a 2.01 Reward:Risk ratio. Due to the lower entry price and higher close price, the result was a slightly higher R/R of 2.02.
The Position and Plan tab offers a breakdown of the trade results.
In this example, the stock trade was executed at a better price and reached it’s target price to close, which was also at a better price. The Stop order was cancelled.
The result shows a slightly better than expected Reward: Risk ratio
Option Journal Entry
- Overview Tabs: Summary, Risk/Return, Greeks & IV
- Trade Summary: Symbol, Trade Status, Position, Account & Tags
- Results: Profit/Loss, % of Target, Duration of Trade
- Evaluation: Up to 3 Primary Drivers of the Trade
- Price/Performance
A. Candlestick chart with position entry/adjustment/close
B. Cumulative activity for trade duration - Summary of Performance
The Risk & Reward Tab summarizes the trade outline and result.
In this example:
The $10 Bull Put Spread resulted in Max Profit of $120 and Max Risk of $880
Duration: 22 days; profit per day: $5.45 ($120/22)
Return on Risk: 13.6% (120/880)
Cushion: How much below the break-even point the trade reached
| Metric | What it tells you | Change column shows |
|---|---|---|
| Net Delta | Directional exposure — roughly what the position gains or loses per $1 move in the stock | Signed number |
| Net Theta | $/day — premium the position collects (+) or pays (−) each day it’s held | collected / paid |
| Net Vega | $ per IV point — what the position gains or loses per 1-point change in implied volatility | worked / hurt / faded |
| Net Gamma | How fast Delta itself moves as the stock moves — negative for credit spreads and short premium | Signed number |
| Trade IV | The implied volatility of your own legs — what you actually sold or bought | Signed number |
| Stock IV | The underlying’s mean implied volatility, with HV (30-day historical) shown beneath it | Signed number |
| IV − HV | Volatility risk premium — how far implied sat above (or below) what the stock has actually been doing | Signed number |
| IV Rank | Where implied volatility sat in its own 1-year range, 0–100 | Signed number |
Journal Auto-Reconcile
Journal Auto-Reconcile
The auto-reconciliation in the Trade Journal aligns trades and results—allowing students to focus on analyzing performance instead of managing data. Since consistent review is key to improving as a trader, this streamlines the learning process.
Start in the Reconcile View of the Journal:
Next, click the 
button.
The dialog box to the left will appear:
Click “Yes”
The display will list the resulting action for each expiration.
You can scroll to review.
The arrow icon appears on Journal Tabs that can be edited. 
Click on the icon, confirm you want to make changes.
When completed, “Save”
The display will list the resulting action for each expiration.
You can scroll to review.
26-03 Release Notes: Journal Auto-Reconcile, Extended Trading, New Charting Indicators
Platform Release Summary
This release helps you see more of the market, spend less time tracking trades, and apply your strategies with greater confidence—with extended-hours charting, automated journal reconciliation, and new technical indicators.
Journal Auto-Reconcile
The auto-reconciliation in the Trade Journal aligns trades and results—allowing users to focus on analyzing performance instead of managing data. Since consistent review is key to improving as a trader, this feature makes the process significantly easier and more accurate
Start in the Reconcile View of the Journal:
Next, click the button.
The dialog box to the left will appear:
Click “Yes”
The display will list the resulting action for each expiration.
You can scroll to review.
The Reconcile view will clear and all Journal Tabs will update to reflect the action resulting from each Expiration.
The arrow icon (shown) allows editing – including early assignment of options.
Note: This icon will *only* appear on Journal Tabs where the function is permitted.
Example: Stock Positions will not display the icon.
Extended Trading Hours
Pre and Post-Market activity can be displayed on Intra-Day charts:
First, click on the Gear icon as shown.
Then, toggle “Show Pre-Post Trading bars” to the On position, as shown.
Finally, “Save“.
Additions: New Charting Indicators
Chande Momentum Indicator (CMO)
Measures the strength of price movement by evaluating both gains and losses, providing a more balanced view than traditional oscillators.
- Above +50: Indicates overbought conditions (potential selling opportunity)
- Below -50: Indicates oversold conditions (potential buying opportunity)
Summary: Helps identify when price movement may be overextended and due for a reversal.
Chaikin Money Flow (CMF)
An oscillator measuring buying and selling pressure by analyzing money flow volume over a set period, rather than cumulatively.
- Positive values: Indicate buying pressure (accumulation)
- Negative values: Indicate selling pressure (distribution)
- Default setting: 20-period (typically 20 days)
Summary: Helps identify whether money is flowing into or out of a security over a defined timeframe.
Directional Movement Index (DMI)
A trend indicator that measures both the direction and strength of a trend using three lines: ADX, +DI, and -DI.
- +DI above -DI: Indicates an uptrend
- -DI above +DI: Indicates a downtrend
- ADX: Measures trend strength (regardless of direction)
- Default setting: 14-period
Summary: Helps identify trend direction and the trend’s strength
Ultimate Oscillator
A momentum indicator that combines three timeframes to provide a more balanced view of market strength and reduce false signals.
- Higher values: Indicate stronger buying pressure
- Lower values: Indicate stronger selling pressure
- Used to identify overbought/oversold conditions and potential trend reversals
Summary: Helps confirm momentum and spot potential turning points with greater reliability.
Change Log
- Improve OHLC appearance
- Repair drawing annotations on extended chart
- Reconciliation mode functionality fixed
Journal Tab - Reports
Journal Reports
Understanding your trading performance shouldn’t require digging through spreadsheets or guesswork. Journal Reports turn your trading data into clear, visual insights—so you can quickly see what’s working, what’s not, and where to focus next.
With intuitive graphs and concise summary outlines, Journal Reports provide a high-level view of your account performance across multiple categories, helping you connect the dots between results, behavior, and decision-making.
Whether you’re reviewing weekly performance, refining your edge, or building better trading habits, Journal Reports transform raw data into actionable insight—at a glance.
Click the Info Icon 
for a detailed outline on:
- What information the report provides
- Why it matters
- How to use it
- The application(s) the report is Best used for
Report Legend
Each Report has a legend where indicators can be toggled on/off simply by clicking on each one.
Journal Reports include insights by:
- Performance – Analyze results by time period to spot trends and consistency.
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Symbols – Identify which tickers were your most and least profitable.
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Account – Review performance across individual or multiple accounts.
- Behavior – See how trading habits impact outcomes.
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Conditionals – Evaluate performance based on specific trade criteria or setups.
Click on one of the above categories, then click on the Report to display
To make analysis even easier, users can group their Favorites into a single section—allowing you to focus on the symbols, strategies, or reports that matter most to you.
Simply, click the Star Icon to highlighteach Report to keep under “Favorites”
- The account(s) selected on the left side of the Portfolio Tab display the activity in the center panel for the default time period of 12 months
- Use the Filter Button to adjust the time period, symbols, etc to display
- The results from the center panel will be displayed on the right panel
Trading Sandbox Account - Overview
Unlike traditional broker-provided virtual accounts, the Sandbox is not bound by brokerage margin rules or limitations, giving you more freedom to practice and test strategies.
Trading Sandbox Account was built specifically to overcome these shortcomings, allowing traders to:
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Test advanced strategies without brokerage-imposed limits.
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Gain confidence in how options positions will behave through expiration and assignment.
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Track true results on completed trades for more effective learning and analysis.
As with other simulated trading systems, the Sandbox uses delayed market data. However, it goes beyond conventional paper trading platforms in several key areas:
Fast & Reliable Order Execution
Orders are processed quickly during market hours, creating a more realistic trading experience compared to laggy paper trading systems.
Supports Conditional Orders for Stocks
Effortlessly include Stop and Limit Orders when buying stock.
Options Handling That Works
Options are properly assigned and exercised as they would be in a real account, removing the gaps found in most brokerage simulators.
Accurate Trade Capture
The Sandbox records and captures gains/losses on completed trades, giving you a clear picture of how your strategies perform over time.
Full Journal Support
When auto-journaled (default setting) is set, all activity is captured. Track your progress to see what strategies work, what needs more practice, for important feedback.
How To Add:
Sandbox has been added as a drop-down selection in the Portfolio section of your trading platform
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Click the bottom left corner tab of the platform to display all account tabs
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Click the “+” icon appearing below these tabs
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Select “Sandbox” from the dropdown list. Check the “I agree…” box
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Name your account and select a color identifier, if desired.
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Start trading!
Life of Trade Journal View
Life Of The Trade
“Life of Trade” View in the Journal offers another way to view your trading activity and results.
Trades are grouped by Symbol, making it easier to follow the trade from Open-Adjust-Close – along with any Assigning/Exercising of the underlying stock.
This view further allows you to sort by Account, Symbol, etc for more targeted analysis.
Following a Shared Account (Premium Desktop Feature)
Under Portfolio>Sharing, click on “Accounts I’m Following” on the left-hand panel.
The center panel, above the Account List has a section to enter the code for the Account to be shared on your platform. Enter the code, then click “Add“
On the bottom, right panel box under “Options“, make sure to check boxes:
Show in Journal
Show in Staged Orders
Alert me about this (Needs permission)
Your device’s settings need to be permissioned for Alerts.
Finally, for easy trade identification, select a color identifier from the dropdown box in the right corner of the Options box.
Export Reports (Desktop)
Clicking on 
located on the upper left corner of the Positions and Gains tabs allows you to export that information as a .csv file.
The Journal give you the ability to export reports in a PDF file on your desktop platform. But that’s just the beginning.
You can export from the Transaction or Reconciliation view filtered by Account, Symbol, Tags, Notes and/or Date Range.
Life of Trade View also allows you to filter by Order Status in addition to the above criteria for even more focused report. Only want to print Closed Trades? Want to see how many trades are Unmatched? Select those filters.
The top of your Journal report displays the Tag Summary based upon the account(s) and filtering criteria selected.
The trade detail report displays the status, Open, Close, Expire with a color code of the trade: Blue=Open, Green=Profit, Red=Loss, Yellow=Unmatched.
