Welcome to the TD Active Trader User Guide!

This widget is divided into the two sections - Instrument Metrics and Market Depth.

INSTRUMENT METRICS.  Find market information on the underlying symbol.

Create an order – Click on the Bid/Ask on the Instrument Metrics area – direction and price of the order will match your selection.

NOTE:  The status of the price box is unlocked and will fluctuate to match the current Bid/Ask in real time.

Click icon until it is in a locked position to prevent the price from fluctuating.

Customize columns in Instrument Metrics – Click the Menu icon.

Next, click Instrument Metrics.

Choose from the following Instrument Metrics:

% Change

Ask

Avg Fill Price

Bid

Change

Day Open P/L

Day P/L, acc

Days to Expiration

Description

Expiration Date

First Notice Date

High

Initial Margin

Last

Last Trade Date

Limit Down

Limit Up

Low

Maintenance Margin

Mark

Open

Open Int

Open P/L, acc

Prev Close

Position Qty

Spread

Tick Value

Trading Halt

Volume

MARKET DEPTH.  View the order book for the underlying symbol.

Choose view mode - Click to view the book by price or by order.

Market by price – All orders at the same price and at the same market are combined.

NASDAQ Market by order – All orders at the same price at this market are displayed individually.

BATS/EDGE Market by order - All orders at the same price at these markets are displayed individually.

Create an order – Click a Bid/Ask on the Market Depth area – direction and price of the order will match your selection.

NOTE:  Price does not fluctuate and remains at the selected price. Lock icon is already set to the locked position.

Show Limit Price in Market Depth – Click the Menu icon.

Next, click Show Limit Price.

Show Orders in Market Depth – Click the Menu icon.

Next, click Show Orders.

Customize columns in Market Depth – Click the Menu icon.

Next, click Market Depth Columns.

Choose from the following metrics:

Exchange

Time

Cumulative Size

Size

This tool is broken down into three sections – Instrument/Position information, Order Template and the Trade Ladder itself.
 

INSTRUMENT/POSITION INFO.  Get quotes on the underlying instrument and your current position in real time. 

Create an order – Click the Bid or Ask to create an equity order.

NOTE:  The status of the price box is unlocked and will fluctuate to match the current Bid/Ask in real time.

Click icon until it is in a locked position to prevent the price from fluctuating.

Customize columns in Instrument Metrics – Click the Menu icon.

Next, click Instrument Metrics.

Choose from the following metrics:

% Change

Ask

Avg Fill price

Bid

Change

Day Open P/L

Day P/L, acc

Days To Expiration

Description

Expiration Date

First Notice Date

High

Initial Margin

Last

Last Trade Date

Limit Down

Limit Up

Low

Maintenance Margin

Mark

Open

Open Int

Open P/L, acc

Position Qty

Prev Close

Spread

Tick Value

Trading Halt

Volume

ORDER TEMPLATE.  Build the order that you will send to market through the Trade Ladder.

All order templates will require an Order Type, Quantity and Duration.

Order type – Choose from the following:

Auto (L/SM) – Adjusts your order type to the side of your trade (Limit for Buy orders or Stop Limit for Sell orders).

Limit – All Buy and Sell orders sent using a Limit price.

Stop Market – All Buy and Sell orders sent to market using a Stop Market price.

Quantity - Use the +/- icons or type in your quantity directly.

Duration – Click DAY or GTD (Good Til Date).

For GTD orders, click the Calendar icon and select the order's expiration date. 

Distance – Choose how far apart in price a child order is from the parent order (applies to multi-leg orders).

Add activation rule – Click Add in the upper-right area to add an activation rules to the order.

GROUP TYPE.  Click the first dropbox to make your selection.

SINGLE ORDERS. Create a single-leg order.

Submit order - Hover over the Bid or Ask of the price you want to enter the trade at.

The group type will be displayed in Order column to the right.

OCO PAIR. Create a One Cancels Other (OCO) order.

Two orders are sent to market. If one order is filled, the other is cancelled.

Submit order - Hover over the Bid or Ask of the price you want to enter the trade at.

The group type will be displayed in Order column to the right.

FTO + OCO PAIR.  Create a First Triggers OCO (FTO).

FTO + 1 OCO

After the initial order is filled, an OCO pair is sent to market.

Submit order - Hover over the Bid or Ask of the price you want to enter the trade at.

The group type will be displayed in Order column to the right.

TRADE LADDER.

Create order using the trade ladder - Click on the price and side you want to enter your order at.

Flatten open positions – Click Flatten in the right area to close any open positions in the underlying symbol.

Recenter – Click the Recenter icon to position the Last Traded Price in the middle of the Trade Ladder.

Customize columns in Market Depth – Click the Menu icon.

Next, click Market Depth.

Choose from the following metrics:

Volume

P/L Open

Bid size

Price

Ask size

Orders

Each column tells information about the trade:

Time and Date – The time and date of the trade, based on the local timezone.

Exchange Name – The name of the exchange the trade was made on.

Type – Tells which quote was hit, the Bid or the Ask.

Price Direction – The direction of this trade versus the previous trade (up, down or no change).

Price – The price of the trade. It's coloured based on the change versus the previous trade (green for positive, red for negative and no colour for no change).

Size – The number of shares traded.

Bid – The Bid price at the moment of the trade. It's coloured based on the change versus the previous trade (green for positive, red for negative and no colour for no change).

Ask – The Ask price at the moment of the trade. It's coloured based on the change versus the previous trade (green for positive, red for negative and no colour for no change).

Conditions – Lists any trade conditions attached to this event.

Sequence – The trade sequence number (used to distinguish trades with the same timestamp).

Time – The time of the trade, based on the local timezone.

Attributes – Can (cancellation), Cor (correction), ETH (extended trading hours) or SPR (spread leg). These appear only when applicable to the trade.

Create an order – Click on the Bid/Ask column to initiate an order.

NOTE:  The status of the price box is unlocked and will fluctuate to match the current Bid/Ask in real time.

Click icon until it is in a locked position to prevent the price from fluctuating.

Customize columns – Click the Menu icon.

Next, click Columns Customization.

Choose from the following metrics:

Time and Date

Exchange Name

Type

Price Direction

Price

Size

Bid

Ask

Conditions

Sequence

Time

Attributes 

This widget lets you create and organize alerts.

CREATE ALERTS.  Use the widget or the action menu.

Create alert using widget - Click Create Alert in the top left section.

Create alert using action menu - Right-click on a symbol anywhere in the platform and choose Create Alert.

Next, specify the alert details.

Market Alerts

Select Market.

Enter ticker symbol – Type in and select a symbol or index. 

Select what to be alerted on – Click the dropbox and choose from the options given.

Select the comparison operator – Click the dropbox and choose from the options given. 

Enter the numerical values – Type in the value directly or use the +/- buttons. 

Add conditions – Click + Add Condition to build a list of conditions to be alerted on.

Remove conditions – Click the Minus icon next to the condition you want to remove.

Finalize your condition group - Choose to be alerted on at least one or all listed conditions. 

Set expiration date (optional) – Enter the details directly or use the Calendar and +/- buttons.

Add custom description (optional) – Enter text directly in the text field.

Calendar Event Alerts

Select Calendar Events.

Select number of symbols to monitor – Choose one symbol or all symbols.

For One Symbol - Type in and select a symbol or index. 

For All Symbols – 'Set of Events' is automatically selected with the matching event type.

Select the event details - Click the dropbox and choose from:

Ex-Dividend Date

Payment Date

Select when to be notified – This applies to events with a set calendar date such as Dividends.

Set expiration date (optional) – Enter the details directly or use the Calendar and +/- buttons.

Choose an individual event or multiple events (when applicable) – Click Any New Event or Set of Events.

Set of Events – Scroll down the list and click on each event you want to include. 

Add custom description (optional) – Enter text in the text field.

News Alerts

Select News.

Select alert for – Click Symbol or Watchlist or All Symbols.

For Symbol or Watchlist – Enter and select a symbol or click the Watchlist tab to choose from any of your current watchlists.

Select news source – Click the dropbox and filter news source (optional).

Select number of alerts – Click Each New Item or The Next Item Only.

Each New Item – Alert remains in Active status until manually cancelled, delivering each new item.

The Next Item Only – Alert status changes to Triggered, delivering the next item only.

Set expiration date (optional) – Enter the details directly or use the Calendar and +/- buttons.

Add custom description (optional) – Enter text in the text field.

Submit alert - Click Create when done.

The Alert will appear on your Alerts widget.

ORGANIZE ALERTS.  

Filter Active or All Alerts  – Click the dropbox and select accordingly.

Cancel alerts  – Right-click on the Alert or click the X icon next to the Alert.

Edit alerts  – Right-click or double-click on the Alert.

Next, edit the details of your alert.

Customize columns – Click the Menu icon.

Next, click Columns Customization.

Available columns include:

Alert Condition

Alert ID

Created

Current

Description

Expiration

Notify

Status

This section is divided into the Risk Profile graph, Price Slices list and the Positions list.
 

POSITIONS LIST. Select the position or planned trade that you want to analyze.

Analyze a current position – View the Positions list in the lower section of the widget and select/deselect the positions you want to analyze.

Trade a current position – Right-click on a position to bring up the action menu.

Add a simulated/planned trade to the Positions List – Build an order in the Order Entry tool and turn on the Analyze feature in the upper-right section.

Next, click Analyze in the lower right to submit the trade to the Risk Profile tool.

The order will appear in the Positions list and marked with a Planned Trade icon.

Convert a simulated/planned trade to a live trade – Right-click on the simulated/planned trade and use the action menu.

Customize columns in Positions List – Click the Menu icon.

Next, click Columns Customization.

Available metrics include:

General Fields

Days to Expiration

Instrument

Symbol

Theo Price

Underlying

Volatility

Greeks

Delta

Gamma

Position Delta

Position Gamma

Position Rho

Position Theta

Position Vega

Rho

Theta

Vega

RISK PROFILE GRAPH.  This section displays the risk profile of a current position or a simulated/planned trade.

How to read this section:

X-Axis – This represents theoretical prices for the underlying symbol.

Y-Axis – This represents theoretical profit and loss in dollars.

P/L lines - You will see multiple theoretical profit and loss lines moving left to right, colour-coded by the dates in the upper-left section.

P/L at expiration – The dynamic line is the theoretical P/L profile of the position at expiration, which is based on intrinsic value. 

Price slices – These are theoretical prices of the underlying equity, used to visually intersect with the theoretical P/L lines.

Manually plot price and P/L points – Hover your cursor over any point on the graph to view the intersection between price and theoretical P/L.

PRICE SLICES.  This section lets you view the theoretical P/L lines in table form.

Price column – Enter any theoretical price for the underlying equity.

Next, the price will appear in the Risk Profile Graph, colour-coded by date.

Available metrics include:

Theo P/L

Value

Delta

Vega

Theta

Gamma

Rho

Create an order – Click Buy or Sell.

Analyst ratings – Find Sell/Hold/Buy recommendations (Argus Analyst and Argus Quant reports) and 1 to 5 star ratings (Morningstar Analyst and Morningstar Quant reports).

Download reports – Click the Download icon next to a report (when applicable).

Chart – Drag the Time axis or Price axis to adjust the price information in the chart area.

COMPANY DESCRIPTION.  Find a brief description of the company's business activities and contact information.

STATISTICS.  View the following financial metrics.

Select period – Click the dropbox in the upper-right area to choose Annual or Quarterly information.

SHARE VALUES.

Share Metrics

Earnings Per Share

Dividends Per Share

Book Value Per Share

Cash Flow Per Share

Free Cash Flow Per Share

Sales Per Share

Profitability Ratios

Return On Equity (ROE)

Return On Assets (ROA)

Gross Margin

Operating Profit Margin

Net Profit Margin

Activity Ratios

Inventory Turnover

Assets Turnover

Financial Ratios

Long-term Debt to Capital

Financial Leverage

Payout Ratio

Quick Ratio

Current Ratio

GROWTH.  

Valuation

Price/Earnings Ratio

Price/Cash Flow Ratio

Price/Book Value Ratio

Market Cap/Common Equity

Dividend Yield

Dividend Payout Ratio

Growth Rates

Revenue

Net Income

Earnings Per Share

Dividends Per Share

Book Value Per Share

SHARES OUTSTANDING AND MARKET CAP.  

Number of Shares Outstanding

Market Capitalization

CUSTOMIZATION. There are no further sorting or customization abilities on this widget.

FILTERS.  Define your seach criteria.

Scan Stocks, Options or Both - Click the Scan In dropdown menu and select.

Choose which watchlists to scan in – Click Intersect With and select.

Choose what instruments to exclude – Click Exclude and select.

Add filter – Click Add Filter in the lower-left area. 

Select type of filter – Click the dropdown menu and choose from:

Stock

Option

Fundamentals

Study

Next, each filter type will follow with its own set of criteria. Choose from the dropboxes as they appear to build you filter.

Remove a filter – Click the X icon at the far right.

RESULTS.  View a list of matches.

Choose number of results to display – Click the first dropbox and enter a number manually or select from the list.

Choose what instruments to display – Click the second dropbox and choose Stocks, Options or both Stocks & Options.

Choose what filters to sort by– Click the third dropbox and choose from the list of filters created or display all (default).

Choose the order to display results in – Click the fourth dropbox and select.

Scan – Click Scan when you're ready to proceed.

Save results as a watchlist – Click the Menu icon.

Next, click Save as Watchlist.

Export list to CSV – Click the Menu icon.

Next, click Export to CSV.

Customize columns – Click the Menu icon.

Next, click Columns Customization.

Choose from the available metrics:

FIT ALL VIEW.  A consecutive view of the past two years of announcements.

Data Point Filters

Click the checkboxes to include any of the following in the earnings data columns:

Stock Price – Daily candles (Open, Low, High and Close) for the 5 consecutive trading days before and after the event.

Volatility – Historical and Implied Volatility for the 5 consecutive trading days before and after the event.

ATM Straddle – The price of the next expiry's ATM Option Straddle (as a percentage of the underlying stock price) for the 5 consecutive trading days before and after the event.

EPS – Actual versus Estimated Earnings Per Share.

Revenue – Reported Revenue.

Income – Reported Net Income.

Only the selected data points will appear to the right:

Create an order – Click the Buy or Sell button.

Use action menu – Click the Menu icon next to Stock Price.

COMPARE VIEW.  Overlays the price and volatility measurements per quarter. 

Filter price and volatility measurements – Click the data points that you want to analyze.

Select which quarters to include – Click the Quarterly Announcements you want included in the charts. Each quarter is represented by its own colour. 

Filter by Beats, Misses or Hits – Click the Filter dropbox to view only those Quarters when reported EPS was higher, lower or the same as Consensus Estimates.

TABLE VIEW.  View data for each of the 11 days per Earnings Announcement in table form.

Customize columns – Click the Menu icon.

Next, click Columns Customization.

Available metrics include:

Act EPS

ATM Strdl, %

Est EPS

Hist Vlty, %

Imp Vlty, %

Income

Stock Price

Stock Price, %

Revenue

Create a general note (no symbol) – Click Create Note.

Next, enter text and click Create.

Create note for a symbol – From anywhere in the platform, right-click to bring up the action menu and click Notes > Create Note.

Next, enter text and click Create.

Edit, delete or hide Note Details – Right-click on a note to find these options.

NOTE DETAILS.  View expanded content.

View more information – Click a note in your list. 

Next, click Note Details in the lower left to expand the Note Details section.

Customize columns – Click the Menu icon.

Next, click Columns Customization.

Choose from the following metrics:

Note Title

Note Text

Date and Time

TIP:  When no symbol is selected (default), all available news will be shown.

Read a story - Click on any headline to expand the story. 

Next, scroll up/down the screen to view additional content if necessary (the length of a story will be highlighted with a gold bar on the left).

Close a story - Click on the headline again to minimize the story.

Sort by Date and Time – The most recent article will appear at the top of the list. To change the order, click on the Date and Time column header to toggle between ascending, descending or unsorted order.

For Week view – Click the date in the upper left.

Next, hover over the week you want to view and click the left mouse button.

For Day view – Click the date in the upper left.

Next, hover over the date you want to view and click the left mouse button.

Filter by event type – Select from the list of events. You will see the corresponding icons in the Calendar area to the right.

Filter by watchlist – Click on the Watchlist filter and make your selection.

Clear watchlist selection – Click on the selected Watchlist or delete the watchlist name in the Symbol box.

Hide filter section - Click on the divider to hide/unhide the filter section.

CALENDAR.  View events using a calendar-style format.

Select calendar view – Click the Calendar icon in the upper-left area.

Select date range – Click Day, Week or Month. 

View icon details – Click on any icon for a list those events taking place that day.

Close icon window - Click the icon again or click the X in the upper-right section.

View event details – Hover over any headline.

TIP:  Clicking View details (if applicable) will take you to an external link that provides further content.

Detailed list – Click on a date on the calendar and view an expanded list of its events below.

View event details – Click on any event to find the same details presented in the previous example.

TIP: Drag the divider (highlighted) vertically to manage screenspace.

Use action menu – Right-click on an event.

Create an alert – Right-click on an event and select Create Alert.

LIST VIEW.  Show all events for individual symbols only.

Select list view – Click the List icon in the upper-left area.

Enter a symbol – Type in a symbol in the upper-left area.

Next, scroll the list to view upcoming and historical (past 5 years) events. 

View event details – Click on any headline to expand information.

Use action menu – Right-click on an event.

Create an alert – Right-click on an event and select Create Alert.

Show action menu – Right-click on a symbol to bring up the action menu.

Choose a watchlist – Click on a watchlist in the left area.

LIST VIEW.  View all names in list format.

Use List View – Click the List icon in the upper left. 

Sort by Market Cap – Use the sort function at the top of the Market Cap column.
 

CUSTOMIZATION. There are no further sorting or customization abilities on this widget.