Tools & Demos
In this video you will learn how to interact with the Planning & Guidance Center to create or revise your plan, review your plan analysis, and explore how certain changes could potentially impact your plan.
Learn how to use the Daily Dashboard—a powerful, easy-to-read snapshot of market and account events along with relevant news that can help you jump start your trading day.
Watch this video to learn how to get started with the Strategy ideas tool. You’ll see how to use its filters to narrow your criteria and turn your results into actionable trading ideas.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.