AcctInfo/Monitor/Trade
What is the cash and sweep vehicle used for in the account statement tab under monitor?
Shows cash movement within the account
What are 3 things you can find in the Fundamentals tab?
1. Stock Ratings
2. Company Profile
3. the company “numbers”
Where can you find upcoming economic events, and information?
Market watch-> calendar->check econoday event on left.
How do you do a pop out chart on TOS?
upper right->under OnDemand, click on 3 lines, click on DETACH
How do you change the size of fonts?
Upper right *Set-up*, general -> Look and feel -> Font size
Where do you find ETB/HTB?
On the Trade Tab-> next to the bid and ask
What are the 5 important features of the earnings analyze tab?
1. MMM 2. Price Chart 3. Historical and implied volatility 4. At-the-money Straddle 5.Quarterly earnings data
https://www.schwab.com/learn/story/using-thinkorswim-to-analyze-earnings
Where do you see the list of 24/5 trading ETFs?
Under Marketwatch->
Quotes -> Public (%-%)
-> 25 hour trading
How do you get rid of the volume graph on the bottom of the chart?
Under chart settings ->equities -> show volume subgraph
Where is the calculator on TOS
You can add it on the left side bar
What is the strategy roller feature used for under the montior tab?
By setting up a Rolling Strategy for a Covered Call position, the tool can help you manage rolling Covered Call positions from one expiration to another according to simple rules that you specify ahead of time and with fewer steps.
What is the Spread Book?
The Spread Book is a database that contains all working orders of clients using thinkorswim. You can scan the Spread Book for potential trading ideas.
https://toslc.thinkorswim.com/center/howToTos/thinkManual/Scan/Spread-Book
Where can you see dividend history?
Market Watch -> Calender
Where do you see the last traded price in extended hours?
After including extended hours in the chart, you look at the price on the X axis
On TOS is there a way for client to chose the date they want the order to expire like s.com?
Click the little Settings Cog next to the order
Where do you view Settled Funds?
You have to add it in under account info with customize
Where do you find the breakdown by industry for ETFs in a PIE Chart?
Under Analyze -> Fundamentals -> Under Fund Weighting -> PIE Chart
On the left it shows by industry and the right shows the holdings ordered by weighting
Where can you search in ToS if you do not know what something means?
Education -> Learning
Center -> Search Bar
How do you change the time zone for the charts?
Under settings -> General -> Time zone
How do you add breakout signals on the chart?
After a study is added, for example MACD go to the study settings and there’s a breakout section
What does the symbol that looks like 3Ms stand for? Where do you find it?
Market Maker Move
On trade tab far right
MMM. Get a current reading of the Market Maker Move (MMM) indicator, a measure of volatility implied by current options prices. In the chart above, an MMM of 9.728 means the options market is implying a move, up or down, of about $9.73. However, the MMM's results are theoretical in nature. They're not guaranteed and do not reflect any degree of certainty of an event occurring. But the information can be useful.
On the risk profile what do the blue and purple lines stand for?
The purple line is the theoretical profit and loss at the time inputted
The blue line is your profit and loss at expiration.
https://www.schwab.com/learn/story/analyze-trades-using-risk-profile-on-thinkorswim
What do the quote trend bars mean?
If either the bid or ask price is up a GREEN bar is added
If either the bid or ask is down a RED bar is added
If the bid price is up and the ask is down the top half is RED and the bottom half is GREEN
If the bid is down and the ask is up the top half is GREEN and the bottom half is RED
If both the bid & ask is up the bar is BRIGHT GREEN
If both the bid and ask is down a BRIGHT RED bar is added
So the TOP is for the ASK and the BOTTOM is for the BID!
How do you look at day minute charts for a date in the past?
Go to ondemand-> Select date
If someone sends you a workspace link how do you use it?
Go to Setup ->
Open Shared Item -> and paste URL