Trade Armor^®

Trade Armor's chart displays open orders, alerts, and average position cost in context to the historical prices of the security. You can change the chart time frame, from intraday to 5 years of data, using the dropdown menu below the symbol entry field. Change the support and resistance data points—provided by Recognia—to see long, medium, and short-term timeframes on the chart. The 52-week high and low points display on the chart to give you further price context.

Any open orders on a security will show at the order's limit/stop point on the price slider for the selected symbol. If any orders or alerts are out of the current range displayed, an indicator appears, displaying off-screen items. Closely priced orders are grouped together. For quick management of grouped orders, hover on either of the indicators or change the timeframe of the chart to see a larger range.

To help you stay informed, current news headlines are available for the selected symbol on the news tab. Hover on a headline for a snapshot of the story or select the headline to read the full article.

You can set exit strategies or entry points using Trade Armor's visual trade ticket and easily drag stop orders to support levels or limit orders to resistance points. Your potential Gain/Loss will display on the trade ticket for closing equity and ETF orders, allowing you to easily define the price or percentage points to target.

There are multiple ways to access the trade ticket in Trade Armor:

• Use the trade button on the top bar to load a blank trade ticket from which you can trade equities, ETFs, single-leg options, and select multi-leg options (buy write, collar, and roll). Then drag the trade flag to the desired limit price for equity/ETF orders or strike price for options and enter the trade details for quick access to the market. Use the tick arrow increments on the order flag to refine orders limit prices or strikes.
• Hover on the price slider and select Add Trade to prefill the trade ticket with the corresponding price on the slider.
• Select the Bid/Ask of the quote to prefill the trade ticket with the action and price.
• Right-click within the tool.

Once an order is placed, you can cancel and replace it by selecting the order flag on the slider and dragging it to the new desired price for equity/ETF orders. You can also edit other trade details such as quantity or time in force (TIF). To cancel an order, hover on the order flag and select red X.

You can also choose to skip the preview and confirmation screens for your trades by updating the trade section of your settings.

For traders who have a routine exit strategy, dollar or percentage defaults for upper and lower exit prices on Bracket orders can be established in Settings>Trade. Bracket orders available are Buy Triggers Bracket (OTOCO), Sell Bracket (OCO), and Buy to Cover Bracket (OCO).

Trade Armor allows simple entry and editing of price trigger alerts all in one place.

To create a price alert:

• Use the alert button located under the account selector and enter a price.
• Hover on the price slider at the desired alert price, then select Set Alert.
• Right-click within the tool and choose Set Price Alert.

Price rises above and price falls below alerts can be set simultaneously by entering values in labeled fields. The same drag-and-drop functionality of the trade ticket exists with the alert flags—drag to the desired price point and select Set Alert.

Once an alert is entered, you can change the price of the alert by selecting the flag and dragging it to the new price point.

Note: Only one side of the price alerts can be edited at a time.

Once an alert is triggered it will disappear from the price slider and will be sent to the destinations you’ve chosen within ATP. Delivery options can be managed using the link on the alert entry screen. Alerts can be deleted by hovering on the flag and selecting the red X.

On the Positions tab, Trade Armor will display critical information on your open positions for the selected symbol and account:

• Gain/Loss data will show for the current day as well as the life of the position.
• Option positions will display as a strategy or single legs, if unpaired.

Select Strategy Detail to display the position information for each individual option or stock leg. Open positions will also display on the price axis. Equity/ETF positions show a $ sign at your average purchase price and options with a C (call) or P (put) at the strike price. Open orders appear on the price axis as orange flags for option orders and blue flags for open equity/ETF orders.

Also displayed, when applicable, is any year-to-date (YTD) realized Gain/Loss (G/L) for the security. When trading both options and the underlying security, the YTD closed position information will be broken out by equity/ETF and option.

If there are open equity/ETF orders to close a position, your potential G/L on these equity/ETF trades will display. If no closing trades exist, quick links provide a shortcut to set a limit, set a stop, or put a bracket order on the equity/ETF position.

Use the Research tab to get expert opinion and additional information about the entered symbol. Information on the Equity Summary Score, Earnings, and Dividends is provided for equities and Basic Facts, Top 5 Holdings, and Distributions are shown for ETFs. Use the StarMine link to learn more about the Equity Summary Score methodology and the View Details links to see additional research from our Stock Research Center.

The Options tab incorporates option trading, positions, and strategies into the Trade Armor tool. To begin, select a strike and all the available expirations for that strike will populate within the options view.

Use the weekly toggle (W) to show or hide the display of weekly options. Select a weekly option to expand each option contract and view additional details including probabilities,* Delta, and implied volatility. You can quickly populate a trade ticket using the Bid or Ask prices shown. Key upcoming events to be aware of, including earnings and dividend dates, will display between the appropriate expirations.

Available option orders include:

• Buy/sell calls or puts
• Buy-write
• Covered calls
• Protective puts
• Collar
• Roll

The order types will display dynamically based on the account's holdings and option level.

Open option orders appear as orange flags and will display at the respective strike price on the price axis within Trade Armor. Select the order flag to make edits or cancel the order. If you already know the contract you want to trade, use the Trade button in the Trade Armor tool for quick market access.

Quick Tip: Select the Bid or Ask from the Positions tab to quickly close an open option position.

In order to easily identify which stock and ETF positions have open orders, use settings or right-click to add the Trade Armor column to your Account views. The column displays a Trade Armor shield icon that will appear solid blue if you have any open orders on the security or hollow with a "+" sign if there are no open orders.

You can also manage your orders by hovering on the shield icon. Hovering on the hollow shield will display three closing actions: Place Limit, Place Stop, and Place Bracket. Hovering on the blue shield will display a description of your open orders and options to cancel or replace your order. Action types that are eligible for replacement in the Trade Armor tool include Buy, Sell, Buy to Cover, Sell Short, Buy to Cover Bracket (OCO), Sell Bracket (OCO), and Buy Triggers Bracket (OTOCO). Order types that are eligible for replacement in the Trade Armor tool include Market, Limit, Stop, Stop Limit, Trailing Stop $, Trailing Stop %, Trailing Stop Limit $, and Trailing Stop Limit %. Select the shield icon to launch Trade Armor and set your exit strategy or manage your orders.