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Platform Immersion

Course Agenda - Part 1 (Day 1)

Day 1 (or 2, 3-hour sessions Live! Online)

Class Introduction

Features and Benefits of High Level Trading Access

Class Goals

Introduction and Description of the Online Trading Academy Stock Setup

The Electronic Working Environment

• Preferences (“Global”)
• Desktops (Menus, “Bars”)
• Workspaces (Collections of Windows)
• Windows (With Toolbars)

Windows and their toolbars

• Toolbars are window-specific
• Toolbars can be customized or created
• Charts
• Account Managers
• Depth of Market
• Time & Sales
• Market Monitoring Screens

Charting

• Charting Basics
  
  
  • Pointers – hold down button on or off the bars
  • Pointer Tracking
  • Chart Preferences

• Multiple ways to get access to drawing resources
  
  
  • Drawing Menu
  • Chart Analysis Toolbar
  • Drawing Toolbar

• Support and Resistance – many choices
  
  
  • Horizontal S/R – the line tool (Format, labels, alerts)
  • Fibonacci Retracements (other tools later)
  • Trend Lines – formatting, labels, data tip with angle indicator
  • Use New Parallel to make a channel
  • Use Format Calculation to make a Linear Regression line
  • Use New Parallel to make a linear regression channel
  • Linear Regression Tool (one-step LR channel)
  • Andrews Pitchfork

• Time-Based Drawing Tools
  
  
  • Gann fans – make the 1X1 line 45 degrees
  • Fibonacci Cycles
  • Fibonacci Speed/Resistance lines

• Other Charting Tools/Settings
  
  
  • Text Tools
  • Rectangles and Ellipses
  • Sub-graph Margin Setting
  • Space to the Right Setting

Analysis Techniques

• Types - Indicator, Scan specifics, Graphic enhancers, Activity Bar, Standard Deviation Mapping

Indicators

• The Standards – MA’s, MACD, RSI, CCI, Stochastics
• Additional Indicators – Money Flow, Trin
• Create your own indicator – Moving Average 8-50-200
• Getting and using 3rd-party indicators
• ELD Files

Scan specifics – [example – PivotLow]

Graphic enhancers – [example MACD Gradient]

Activity Bars - [example – Up vs. Down Strength]

Standard Deviation - [example – Normal Range]

Course Agenda - Part 2 (Days 2 - 3)

Day 2 (or 2, 3-hour sessions Live! Online)

Symbol Lists

• Groups of symbols to work with simultaneously
• Ways to create and use existing lists
• Market Monitoring
• Watchlist on steroids
• Unique capabilities – “Tabular charting”
• Saving and using Analysis Groups (groups of indicators)
• Alerts

Scanner

• Scan the whole market or user-defined subsets
• Use many pre-defined scan criteria, or create your own
• Results can be put into a Symbol List

User Defined Scans

• Fast, predefined lists of biggest gainers, gaps, etc.
• Update in real time
• Faster than a Scanner, quicker to set up than a Market Monitoring List

Strategy Trading

• Introduction – More on day 3

Day 3 (or 2, 3-hour sessions Live! Online)

Order Entry and Management

• Order Bar
• Account Manager
• Position Graph Bar
• Matrix
• OCO/OSO Orders

Strategy Trading

• The strategy development process
• Using preloaded strategies
• Changing strategy parameters (Inputs)
• Optimizing strategies
• Back-testing strategies

Macros, Hotkeys and Toolbars

• Standard macros and hotkeys
• Help – Command Line Reference for macro commands
• Creating a new Macro – Panic Button
• Assigning a macro to a Hotkey
• Adding a Macro to a Toolbar

Other Features

• Backup/Restore
• Account Manager Analysis report
• Downloading Transaction Details (tax info)
• Window templates