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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.

by Support Team

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

by Support Team

Bracket Order Adjustment

Adjust Limit and/or Stop Orders from the Chart

  1.  Click on the Limit (or Stop) Order Dashed Line
  2.  The Modify Order Price dialog box will appear
  3.  Either move the dashed line to the new position, this will temporarily show up as a solid line.  OR enter the new price in the dialog box.
  4.  Click Modify

Once modified, the Limit order becomes a dashed line at the updated price.

by Support Team

26-01 Release Notes: Bracket Order Adjustment, Journal Reports, Show Confirmation

Adjust Limit and/or Stop Orders from the Chart

  1.  Click on the Limit (or Stop) Order Dashed Line
  2.  The Modify Order Price dialog box will appear
  3.  Either move the dashed line to the new position, this will temporarily show up as a solid line.  OR enter the new price in the dialog box.
  4.  Click Modify

Once modified, the Limit order becomes a dashed line at the updated price.

Journal Reports

Journal Reports transform your trading data into visual insights that highlight performance trends, behaviors, and outcomes at a glance. With intuitive charts and summaries, you can easily evaluate results, refine strategies, and build more consistent trading habits.

Show Order Status (Go to Order Ticket)

When trading from the Chart (OCO orders), you can elect to Show Confirmation – or not.

Toggling “On” will take you to the Order Ticket to review and submit your Order to the supporting brokerage.

The Order Ticket tab allows you to further adjust and even Stage the Order.

Once reviewed and submitted, you’ll get a confirmation the order was submitted, as shown here:

Toggling “Show Confirm” to Off,  will bypass the Order Ticket window and convert the “Trade from the Charts” action to an Order Ticket itself.

Notice:  The Entry is a Day Order, the Exit is a GTC order

Clicking “Submit” will send the order directly to the supporting brokerage.

Since the Order Ticket is bypassed, additional adjustments or Staging is not permitted when “Show Confirm” is in the “off” position.

Once submitted, as with “Show Confirm” activated, you’ll see this notice:

by Support Team

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.

  • Symbols – Identify which tickers were your most and least profitable.

  • Account – Review performance across individual or multiple accounts.

  • Behavior – See how trading habits impact outcomes.

  • 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”

  1. 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
  2. Use the Filter Button to adjust the time period, symbols, etc to display
  3. The results from the center panel will be displayed on the right panel

by Support Team

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:

  • Test advanced strategies without brokerage-imposed limits.

  • Gain confidence in how options positions will behave through expiration and assignment.

  • 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

  • Click the bottom left corner tab of the platform to display all account tabs

  • Click the “+” icon appearing below these tabs

  • Select “Sandbox” from the dropdown list.  Check the “I agree…” box

  • Name your account and select a color identifier, if desired.

  • Start trading!

by Support Team

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