1.
How to use this Guide
2.
Introduction to Trade Ideas
3.
Getting Started
4.
Software Versions
5.
Download Installation
6.
Software Layout
6.1.
Free Floating Layout
6.2.
Docked Layout
7.
Channel Bar
7.1.
Free-Floating Channel Bar
7.1.1.
Custom Channel
7.2.
Docked Channel Bar
7.2.1.
Duplicate
7.2.2.
Change Title
7.2.3.
Pinned
7.2.4.
Save or Share to Cloud
7.2.5.
Custom Channel
7.2.6.
Channel Descriptions
7.2.7.
Minimize, Maximize, Restore, Close
8.
Docked Window
8.1.
Duplicate
8.2.
Change Title
8.3.
Pinned
8.4.
Save or Share to Cloud
8.5.
Minimize, Maximize, Restore, Close
8.6.
Duplicate Function Docked vs Free-Floating Windows
9.
Toolbar
9.1.
File Tab
9.1.1.
Load from Cloud
9.1.2.
Save or Share to Cloud
9.1.3.
Load Window
9.1.4.
Load Layout
9.1.5.
Save Layout
9.1.6.
Exit
9.1.7.
Backups, Logs, Support Files
9.2.
New Tab
9.3.
Tools Tab
9.3.1.
Options Menu
9.3.1.1.
General
9.3.1.2.
Connection
9.3.1.3.
Layouts
9.3.1.4.
Time Options
9.3.1.5.
Social Networks
9.3.1.6.
Upgrade
9.3.1.7.
Brokerage Plus Preferences
9.3.1.7.1.
Connect Tab
9.3.1.7.2.
Orders Tab
9.3.1.7.3.
Quick Buttons
9.3.1.8.
AI Trade Size
9.3.2.
External Linking
9.3.3.
Symbol Lists
9.3.4.
Formula Editor
9.3.5.
Performance Monitor
9.3.6.
Symbol Linking Groups
9.3.7.
Language
9.3.8.
Reset Font
9.4.
Windows Tab
9.5.
Help Tab
9.6.
Account Tab
9.7.
Brokerage Plus Toolbar
9.8.
Sound Toggle
9.9.
Idea Surfing Toggle
9.10.
Connection Status Bar
9.11.
Market Indices
10.
Alert Window
10.1.
Trade XYZ
10.2.
Config Window
10.2.1.
Strategies Tab
10.2.2.
Search Tab
10.2.3.
Select Alerts Tab
10.2.4.
Window Specific Filters Tab
10.2.5.
Exchanges Tab
10.2.6.
Symbol Lists Tab
10.2.7.
Columns Tab
10.2.8.
Summary Tab
10.3.
History
10.4.
Send XYZ to
10.5.
Symbol Linking
10.6.
Clear
10.7.
Duplicate
10.8.
Duplicate into New Dock Window
10.9.
Duplicate into XYZ Dock
10.10.
Backtest Strategy
10.11.
Properties
10.11.1.
Actions - Sound Alert
10.11.2.
Actions - Show Alert Window
10.11.3.
Show Strategy Menu
10.11.4.
Text Headers
10.11.5.
View Mode
10.11.6.
Dont Repeat
10.11.7.
Select Colors
10.11.8.
Small Borders
10.11.9.
Speed
10.12.
Pinned
10.13.
Graphical Indicator
10.14.
Save or Share to Cloud
10.15.
Collaborate
10.16.
Save as
10.17.
Save Contents
10.18.
Save as Default
10.19.
Email/SMS Notifications
10.20.
Alert Logging
11.
Top List Window
11.1.
Trade XYZ
11.2.
Launch Real-Time Stock Race
11.3.
Config Window
11.3.1.
Strategies Tab
11.3.2.
Search Tab
11.3.3.
Window Specific Filters Tab
11.3.4.
Exchanges Tab
11.3.5.
Symbol Lists Tab
11.3.6.
Columns Tab
11.3.7.
Sort Tab
11.3.8.
Summary Tab
11.4.
Time Frame
11.5.
Send XYZ to…
11.6.
Symbol Linking
11.7.
Freeze
11.8.
Duplicate
11.9.
Duplicate into New Dock Window
11.10.
Duplicate into XYZ Dock
11.11.
Properties
11.11.1.
Show Strategy Menu
11.11.2.
Show Cylinder Score
11.11.3.
Text Headers
11.11.4.
Select Colors
11.11.5.
Small Borders
11.11.6.
Graphical Indicator
11.12.
Pinned
11.13.
Save or Share to Cloud
11.14.
Collaborate
11.15.
Save As
11.16.
Save Contents
11.17.
Save as Default
11.18.
Alert Logging
12.
Multi-Strategy Window
12.1.
Trade XYZ
12.2.
Strategies
12.2.1.
Checkbox Function (Selected Strategy)
12.2.2.
Configure (Selected Strategy)
12.2.3.
Collaborate (Selected Strategy)
12.2.4.
Duplicate (Selected Strategy)
12.2.5.
Dont Repeat (Selected Strategy)
12.2.6.
Colors (Selected Strategy)
12.2.7.
Delete (Selected Strategy)
12.2.8.
Backtest Strategy (Selected Strategy)
12.2.9.
Open Alert Window (Selected Strategy)
12.3.
Configure All
12.4.
Delete All
12.5.
History
12.6.
Send XYZ To
12.7.
Clear
12.8.
Symbol Linking
12.9.
Duplicate
12.10.
Duplicate into New Dock Window
12.11.
Duplicate into XYZ Dock
12.12.
Properties
12.12.1.
Actions - Sound Alert
12.12.2.
Actions - Show Alert Window
12.12.3.
Text Headers
12.12.4.
Columns
12.12.5.
Dont Repeat
12.12.6.
Small Borders
12.12.7.
Graphical Indicator
12.12.8.
Speed
12.12.9.
Window Name
12.13.
Pinned
12.14.
Save or Share to Cloud
12.15.
Collaborate All
12.16.
Save As
12.17.
Save Contents
12.18.
Save as Default
13.
Single Stock Window
13.1.
Details Tab
13.2.
News Tab
13.3.
Profile Tab
13.4.
Insiders Tab
13.5.
Similar Tab
13.6.
Trade XYZ
13.7.
Include Pre and Post Market
13.8.
Use Symbol Linking
13.9.
Duplicate
13.10.
Duplicate into New Dock Window
13.11.
Duplicate into XYZ Dock
13.12.
Small Borders
13.13.
Pinned
13.14.
Save or Share to Cloud
13.15.
Save As
13.16.
Save as Default
14.
Compare Count Window
14.1.
Config Window
14.2.
Symbol Linking
14.3.
Pinned
14.4.
Save As
14.5.
Save or Share to Cloud
14.6.
Save as Default
15.
Chart Window
15.1.
Trade XYZ
15.2.
Create Price Alert
15.3.
Time Frame
15.4.
Send XYZ to…
15.5.
Duplicate
15.6.
Duplicate into New Dock Window
15.7.
Duplicate into XYZ Dock
15.8.
Markup
15.9.
Properties
15.9.1.
Show Pre Market/Show Post Market
15.9.2.
Symbol Linking
15.9.3.
Show Cross-Hairs/Use Cross-Hairs Sync
15.9.4.
Small Borders
15.9.5.
Show Watermark
15.9.6.
Show AI Trades
15.9.7.
Show Indicators
15.9.8.
Show Executions
15.10.
Smart Risk Levels
15.11.
Select Chart Style
15.12.
Pinned
15.13.
Save or Share to Cloud
15.14.
Save As
15.15.
Save as Default
15.16.
Indicators
15.17.
Chart Icons
15.17.1.
Heart Icon - My Liked Symbol List - Stocks I Like Channel
15.17.2.
Chart Style Icons
15.17.3.
Anchored VWAP Indicator
15.17.4.
Markup Icons
15.17.5.
Buy and Sell Icons
15.17.6.
Earnings Icons
16.
Price Alerts Window
16.1.
Trade XYZ
16.2.
Create New Price Alert
16.3.
Edit Price Alert
16.4.
Delete Price Alert
16.5.
Share Price Alert
16.6.
Actions - Sound Notifications
16.7.
Columns
16.8.
Pinned
16.9.
Show Filter
16.10.
Show Intraday PL
16.11.
Show Daily PL
16.12.
Symbol Linking
16.13.
Duplicate
16.14.
Duplicate into New Dock Window
16.15.
Duplicate into XYZ Dock
16.16.
Save to Cloud
16.17.
Save as Default
17.
Welcome Screen
18.
Channel Bar
19.
Real-Time Stock Race
20.
AI Holly Strategy Window
20.1.
AI Profit Loss
20.2.
Filters
20.3.
Right-Click Menu
20.3.1.
View Trades
20.3.2.
Duplicate
20.3.3.
Duplicate into New Dock Window
20.3.4.
Duplicate into XYZ Dock
20.3.5.
Show Strategy Menu
20.3.6.
Show Profit Loss Graph
20.3.7.
Pinned
20.3.8.
Columns
20.3.9.
Save as Default
20.3.10.
Segments
21.
AI Holly Strategy Trades Window
21.1.
AI Profit Loss
21.2.
Filters
21.3.
Right-Click Menu
21.4.
Trade XYZ
21.5.
Send XYZ to…
21.6.
Symbol Linking
21.7.
Holly AI History Performance
21.8.
Duplicate
21.9.
Duplicate into New Dock Window
21.10.
Duplicate into XYZ Dock
21.11.
Show Strategy Menu
21.12.
Pinned
21.13.
Actions - Sound Notifications
21.14.
Columns
21.15.
Save as Default
21.16.
Segments
21.17.
Holly AI Auto-Trading
22.
Premium RBI and GBI
22.1.
Trade XYZ
22.2.
Customize
22.3.
Send XYZ to…
22.4.
Symbol Linking
22.5.
Clear
22.6.
Duplicate
22.7.
Duplicate into New Dock Window
22.8.
Duplicate into XYZ Dock
22.9.
Actions
22.10.
Pinned
22.11.
Save As
22.12.
Save or Share to Cloud
23.
Brokerage Plus
23.1.
Connect Tab
23.1.1.
Connect to the Trade Ideas Simulator
23.1.2.
Connect to Interactive Brokers
23.1.3.
Connect to ETrade
23.2.
New Tab
23.3.
Windows Tab
23.4.
Strategies Tab
23.4.1.
Preset One-Click Order Entry Templates
23.4.2.
New Trading Strategy
23.4.2.1.
Create a One-Click Order Entry Template
23.4.2.2.
Create an Auto-Trading Strategy
23.4.2.3.
How to use Stop Limit and Stop Market Orders as Entry Orders
23.4.2.4.
How to use Filters or Custom Formulas for Exit Orders
23.4.3.
Edit Trading Strategy
23.4.4.
Delete Trading Strategy
23.4.5.
Save Strategy as Default
23.4.6.
Go To Alert Window
23.4.7.
Set as Default Chart Long/Short Strategy
23.4.8.
Automation - Strategy DisabledEnabled
23.4.9.
Load from Cloud
23.4.10.
Columns
23.4.11.
Save as Default
23.4.12.
Select Buttons
23.5.
Positions Tab
23.5.1.
Trade XYZ
23.5.2.
Add Stop Order
23.5.3.
Modify Stop Order
23.5.4.
Add Time Stop
23.5.5.
Modify Time Stop
23.5.6.
Add Target Order
23.5.7.
Modify Target Order
23.5.8.
Assign to Strategy
23.5.9.
Columns
23.5.10.
Save as Default
23.5.11.
Gear Icon Options
23.6.
Trading Summary Tab
23.7.
Orders Tab
23.8.
Order Entry (Manual)
23.9.
Messages Tab
23.10.
Executions Tab
23.11.
Accounts Tab
23.12.
Holly AI Tab
23.12.1.
Trading Instructions
23.12.2.
Edit Long Trading Instructions / Edit Short Trading Instructions
23.12.3.
Save As Default
23.12.4.
Enable / Disable Auto-Trading
23.12.5.
Edit Reenter Long / Short Trading Instructions
23.12.6.
Columns
23.13.
Calendar Tab
23.14.
Performance Tab
24.
Oddsmaker Backtesting
24.1.
Entry Tab
24.2.
Timed Exit Tab
24.3.
Risk Management Tab
24.4.
Advanced Exit Tab
24.5.
Summary Tab
24.6.
Oddsmaker Results
24.6.1.
Summary Tab
24.6.2.
Calendar Tab
24.6.3.
Optimization Tab
24.6.4.
Settings Tab
25.
Market Explorer
26.
Alerts & Filters Glossary
27.
Layouts & Scans
28.
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
.