Product guide

Trading Workflows

These examples show how features can work together. Adapt them to your own process, risk tolerance and market knowledge.

Find a breakout candidate

  1. Run a scan for liquid names near a recent high with increased volume.
  2. Open the chart and check weekly or daily trend, nearby resistance and average range.
  3. Use VWAP, ADX, Bollinger width and relative volume as confirmation—not as automatic signals.
  4. Add qualified names to a Breakout watchlist.
  5. Create a study alert on the resistance line or a price alert at the breakout level.

Plan a swing trade

  1. Mark entry, invalidation and target on the chart.
  2. Open the Trade Planner and enter Entry, Stop, Target, capital and risk percentage.
  3. Check the calculated position size and risk/reward ratio.
  4. Create alerts for the stop and target from the planner.
  5. Save the chart state as a workspace if you use the same analytical template regularly.
Risk first: a plan is incomplete until you know where it is wrong and how much you are prepared to lose if that happens.

Monitor an earnings setup

  1. Check the earnings marker and relevant recent news.
  2. Decide whether event risk fits your timeframe and plan.
  3. Review volatility measures such as ATR, average intraday range and Bollinger width.
  4. Use alerts rather than watching the chart continuously.

Review after the fact

After a setup resolves, review whether the scan, thesis, entry, stop and target were coherent. This feedback loop improves the process more than adding another indicator.

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