1.
How to use this Guide
2.
Introduction to Trade Ideas
3.
Software Versions
4.
Download Installation
5.
Software Layout
5.1.
Free Floating Layout
5.2.
Docked Layout
6.
Channel Bar
6.1.
Free-Floating Channel Bar
6.1.1.
Custom Channel
6.2.
Docked Channel Bar
6.2.1.
Duplicate
6.2.2.
Change Title
6.2.3.
Pinned
6.2.4.
Save or Share to Cloud
6.2.5.
Custom Channel
6.2.6.
Channel Descriptions
6.2.7.
Minimize, Maximize, Restore, Close
7.
Docked Window
7.1.
Duplicate
7.2.
Change Title
7.3.
Pinned
7.4.
Save or Share to Cloud
7.5.
Minimize, Maximize, Restore, Close
7.6.
Duplicate Function Docked vs Free-Floating Windows
8.
Toolbar
8.1.
File Tab
8.1.1.
Load from Cloud
8.1.2.
Save or Share to Cloud
8.1.3.
Load Window
8.1.4.
Load Layout
8.1.5.
Save Layout
8.1.6.
Exit
8.1.7.
Backups, Logs, Support Files
8.2.
New Tab
8.3.
Tools Tab
8.3.1.
Options Menu
8.3.2.
External Linking
8.3.3.
Symbol Lists
8.3.4.
Formula Editor
8.3.5.
Symbol Linking Groups
8.3.6.
Language
8.3.7.
Reset Font
8.4.
Windows Tab
8.5.
Help Tab
8.6.
Account Tab
8.7.
Brokerage Plus Toolbar
8.8.
Sound Toggle
8.9.
Idea Surfing Toggle
8.10.
Connection Status Bar
8.11.
Market Indices
9.
Alert Window
9.1.
Trade XYZ
9.2.
Config Window
9.2.1.
Strategies Tab
9.2.2.
Search Tab
9.2.3.
Select Alerts Tab
9.2.4.
Window Specific Filters Tab
9.2.5.
Exchanges Tab
9.2.6.
Symbol Lists Tab
9.2.7.
Columns Tab
9.2.8.
Summary Tab
9.3.
History
9.4.
Send XYZ to
9.5.
Symbol Linking
9.6.
Clear
9.7.
Duplicate
9.8.
Duplicate into New Dock Window
9.9.
Duplicate into XYZ Dock
9.10.
Backtest Strategy
9.11.
Properties
9.11.1.
Actions - Sound Alert
9.11.2.
Actions - Show Alert Window
9.11.3.
Show Strategy Menu
9.11.4.
Text Headers
9.11.5.
View Mode
9.11.6.
Dont Repeat
9.11.7.
Select Colors
9.11.8.
Small Borders
9.11.9.
Speed
9.12.
Pinned
9.13.
Graphical Indicator
9.14.
Save or Share to Cloud
9.15.
Collaborate
9.16.
Save as
9.17.
Save Contents
9.18.
Save as Default
9.19.
Email/SMS Notifications
10.
Top List Window
10.1.
Trade XYZ
10.2.
Config Window
10.2.1.
Strategies Tab
10.2.2.
Search Tab
10.2.3.
Window Specific Filters Tab
10.2.4.
Exchanges Tab
10.2.5.
Symbol Lists Tab
10.2.6.
Columns Tab
10.2.7.
Sort Tab
10.2.8.
Summary Tab
10.3.
Time Frame
10.4.
Send XYZ to…
10.5.
Symbol Linking
10.6.
Freeze
10.7.
Duplicate
10.8.
Duplicate into New Dock Window
10.9.
Duplicate into XYZ Dock
10.10.
Properties
10.10.1.
Show Strategy Menu
10.10.2.
Show Cylinder Score
10.10.3.
Text Headers
10.10.4.
Select Colors
10.10.5.
Small Borders
10.10.6.
Graphical Indicator
10.11.
Pinned
10.12.
Save or Share to Cloud
10.13.
Collaborate
10.14.
Save As
10.15.
Save Contents
10.16.
Save as Default
10.17.
Real-Time Stock Race
11.
Multi-Strategy Window
11.1.
Trade XYZ
11.2.
Strategies
11.2.1.
Checkbox Function (Selected Strategy)
11.2.2.
Configure (Selected Strategy)
11.2.3.
Collaborate (Selected Strategy)
11.2.4.
Duplicate (Selected Strategy)
11.2.5.
Dont Repeat (Selected Strategy)
11.2.6.
Colors (Selected Strategy)
11.2.7.
Delete (Selected Strategy)
11.2.8.
Backtest Strategy (Selected Strategy)
11.2.9.
Open Alert Window (Selected Strategy)
11.3.
Configure All
11.4.
Delete All
11.5.
History
11.6.
Send XYZ To
11.7.
Clear
11.8.
Symbol Linking
11.9.
Duplicate
11.10.
Duplicate into New Dock Window
11.11.
Duplicate into XYZ Dock
11.12.
Properties
11.12.1.
Actions - Sound Alert
11.12.2.
Actions - Show Alert Window
11.12.3.
Text Headers
11.12.4.
Columns
11.12.5.
Dont Repeat
11.12.6.
Small Borders
11.12.7.
Graphical Indicator
11.12.8.
Speed
11.12.9.
Window Name
11.13.
Pinned
11.14.
Save or Share to Cloud
11.15.
Collaborate All
11.16.
Save As
11.17.
Save Contents
11.18.
Save as Default
12.
Single Stock Window
12.1.
Details Tab
12.2.
News Tab
12.3.
Profile Tab
12.4.
Insiders Tab
12.5.
Similar Tab
12.6.
Trade XYZ
12.7.
Include Pre and Post Market
12.8.
Use Symbol Linking
12.9.
Duplicate
12.10.
Duplicate into New Dock Window
12.11.
Duplicate into XYZ Dock
12.12.
Small Borders
12.13.
Pinned
12.14.
Save or Share to Cloud
12.15.
Save As
12.16.
Save as Default
13.
Compare Count Window
13.1.
Config Window
13.2.
Symbol Linking
13.3.
Pinned
13.4.
Save As
13.5.
Save or Share to Cloud
13.6.
Save as Default
14.
Chart Window
14.1.
Trade XYZ
14.2.
Create Price Alert
14.3.
Time Frame
14.4.
Send XYZ to…
14.5.
Duplicate
14.6.
Duplicate into New Dock Window
14.7.
Duplicate into XYZ Dock
14.8.
Markup
14.9.
Properties
14.9.1.
Show Pre Market/Show Post Market
14.9.2.
Symbol Linking
14.9.3.
Show Cross-Hairs/Use Cross-Hairs Sync
14.9.4.
Small Borders
14.9.5.
Show Watermark
14.9.6.
Show AI Trades
14.9.7.
Show Indicators
14.9.8.
Show Executions
14.10.
Smart Risk Levels
14.11.
Select Background Color
14.12.
Pinned
14.13.
Save or Share to Cloud
14.14.
Save As
14.15.
Save as Default
14.16.
Indicators
14.17.
Chart Icons
14.17.1.
Heart Icon - My Liked Symbol List - Stocks I Like Channel
14.17.2.
Anchored VWAP Indicator
14.17.3.
Markup Icons
14.17.4.
Buys and Sell Icons
14.17.5.
Earnings Icons
15.
Price Alerts Window
15.1.
Trade XYZ
15.2.
Create New Price Alert
15.3.
Edit Price Alert
15.4.
Delete Price Alert
15.5.
Share Price Alert
15.6.
Actions - Sound Notifications
15.7.
Columns
15.8.
Pinned
15.9.
Show Filter
15.10.
Show Intraday PL
15.11.
Show Daily PL
15.12.
Symbol Linking
15.13.
Duplicate
15.14.
Duplicate into New Dock Window
15.15.
Duplicate into XYZ Dock
15.16.
Save to Cloud
15.17.
Save as Default
16.
Welcome Screen
17.
Channel Bar
18.
Real-Time Stock Race
19.
AI Holly Strategy Window
19.1.
AI Profit Loss
19.2.
Filters
19.3.
Right-Click Menu
19.3.1.
View Trades
19.3.2.
Duplicate
19.3.3.
Duplicate into New Dock Window
19.3.4.
Duplicate into XYZ Dock
19.3.5.
Show Strategy Menu
19.3.6.
Show Profit Loss Graph
19.3.7.
Pinned
19.3.8.
Columns
19.3.9.
Save as Default
19.3.10.
Segments
20.
AI Holly Strategy Trades Window
20.1.
AI Profit Loss
20.2.
Filters
20.3.
Right-Click Menu
20.4.
Trade XYZ
20.5.
Send XYZ to…
20.6.
Symbol Linking
20.7.
Holly AI History Performance
20.8.
Duplicate
20.9.
Duplicate into New Dock Window
20.10.
Duplicate into XYZ Dock
20.11.
Show Strategy Menu
20.12.
Pinned
20.13.
Actions - Sound Notifications
20.14.
Columns
20.15.
Save as Default
20.16.
Segments
20.17.
Holly AI Auto-Trading
21.
Premium RBI and GBI
21.1.
Trade XYZ
21.2.
Customize
21.3.
Send XYZ to…
21.4.
Symbol Linking
21.5.
Clear
21.6.
Duplicate
21.7.
Duplicate into New Dock Window
21.8.
Duplicate into XYZ Dock
21.9.
Actions
21.10.
Pinned
21.11.
Save As
21.12.
Save or Share to Cloud
22.
Brokerage Plus
22.1.
Connect Tab
22.1.1.
Connect to the Trade Ideas Simulator
22.1.2.
Connect to Interactive Brokers
22.1.3.
Connect to ETrade
22.2.
New Tab
22.3.
Windows Tab
22.4.
Strategies Tab
22.4.1.
Preset One-Click Order Entry Templates
22.4.2.
New Trading Strategy
22.4.2.1.
Create a One-Click Order Entry Template
22.4.2.2.
Create an Auto-Trading Strategy
22.4.2.3.
How to use Stop Limit and Stop Market Orders as Entry Orders
22.4.2.4.
How to use Filters or Custom Formulas for Exit Orders
22.4.3.
Edit Trading Strategy
22.4.4.
Delete Trading Strategy
22.4.5.
Save Strategy as Default
22.4.6.
Go To Alert Window
22.4.7.
Set as Default Chart Long/Short Strategy
22.4.8.
Automation - Strategy DisabledEnabled
22.4.9.
Load from Cloud
22.4.10.
Columns
22.4.11.
Save as Default
22.4.12.
Select Buttons
22.5.
Positions Tab
22.5.1.
Trade XYZ
22.5.2.
Add Stop Order
22.5.3.
Modify Stop Order
22.5.4.
Add Time Stop
22.5.5.
Modify Time Stop
22.5.6.
Add Target Order
22.5.7.
Modify Target Order
22.5.8.
Assign to Strategy
22.5.9.
Columns
22.5.10.
Save as Default
22.5.11.
Gear Icon Options
22.6.
Trading Summary Tab
22.7.
Orders Tab
22.8.
Order Entry (Manual)
22.9.
Messages Tab
22.10.
Executions Tab
22.11.
Accounts Tab
22.12.
Holly AI Tab
22.12.1.
Trading Instructions
22.12.2.
Edit Long Trading Instructions / Edit Short Trading Instructions
22.12.3.
Save As Default
22.12.4.
Enable / Disable Auto-Trading
22.12.5.
Edit Reenter Long / Short Trading Instructions
22.12.6.
Columns
22.13.
Calendar Tab
22.14.
Performance Tab
23.
Oddsmaker Backtesting
23.1.
Entry Tab
23.2.
Timed Exit Tab
23.3.
Risk Management Tab
23.4.
Advanced Exit Tab
23.5.
Summary Tab
23.6.
Oddsmaker Results
23.6.1.
Summary Tab
23.6.2.
Calendar Tab
23.6.3.
Optimization Tab
23.6.4.
Settings Tab
24.
Market Explorer
25.
Alerts & Filters Glossary
26.
Stocks Like This Page
Light (default)
Rust
Coal
Navy
Ayu
Trade Ideas User Guide
Channel Bar
For more information about the Channel Bar jump to the main
Channel Bar Section
.