PDF StreetSmart.com User Guide
StreetSmart Edge? User Guide
Copyright ? 2010-2019 Charles Schwab & Co., Inc. Member SIPC. All rights reserved. (0619-9R2X)
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Table of Contents
Table of Contents
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Welcome to StreetSmart Edge?
7
New Features
8
FAQs
10
Getting Started FAQ
10
System Data Collection
13
Troubleshooting FAQ
14
Layouts & Configuration
17
Layouts
17
Backup and Restore
19
Title Bar
21
Main Menu
24
Global Settings
28
Account Settings
30
Trading Settings
31
Tool Limits in Layouts
32
Account Details
35
Account Details
35
Taking Action on Orders and Positions
36
Order Status
37
Order Status
37
Order Status Column Descriptions
40
Order Status Columns and Settings
43
Messages
44
Alerts
46
Alerts
46
Alert Guidelines
48
Alert Columns and Settings
49
Alert Column Descriptions
50
Create Alerts
51
Alert & Conditional Order Conditions
52
Alert & Conditional Order Notifications
56
Alert Templates
56
Balances
59
Balances
59
Copyright ? 2010-2019 Charles Schwab & Co., Inc. Member SIPC. All rights reserved. (0619-9R2X)
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Unsettled Funds Balances Bar Positions Positions Position Columns and Settings Positions Column Descriptions Trade Lot Details Cost Basis Method Wash Sales Understanding P&L Calculations Realized Gains/Losses Realized Gain Loss Realized Gain Loss Column Descriptions Transactions Transactions Transactions Column Descriptions Transactions Columns and Settings Portfolio Performance Trading and Quotes Trading and Quotes Equity Trading Stock & ETFs Tab Features Title Bar Placing Equity Orders Trading Hot Keys Changing or Canceling Orders Equity Trading Venues Customizing the Level I Display Customizing the Market Depth Display Trading Settings Order Quantity Settings Extended Hours Trading Risks of Extended Hours Trading OTC Securities How Smart Orders Route Partial Fills
65 67 72 72 76 77 89 91 93 94 96 96 97 100 100 100 102 103 104 104 106 106 111 114 119 121 122 123 126 129 130 131 133 136 141 142
Copyright ? 2010-2019 Charles Schwab & Co., Inc. Member SIPC. All rights reserved. (0619-9R2X)
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Close All Trailing Stops Symbol Formats Pattern Day Trading Direct Access Brackets Brackets Overview Managing Bracket Orders Bracket Examples Options Options Overview All in One Trade Tool Options Tab Features Placing Option Orders (Single Leg) Placing Option Orders (Multi-Leg) Option Chains Option Chain Filters Option Chains Columns and Settings Options Chain Column Descriptions Option Chains Settings Trade & Probability Calculator Covered Calculator View Theoretical View Non-Standard Expiring Options Adjusted Options Option Strategies Conditional Orders Conditional Orders Conditional Order Guidelines Placing Conditional Orders Alert & Conditional Order Conditions Alert & Conditional Order Notifications Conditional Orders and Alerts Settings Conditional Order Templates Global Investing Charts
142 143 143 144 145 152 152 154 159 160 160 163 166 169 172 176 178 179 180 186 186 189 194 198 200 200 254 254 255 257 259 262 263 263 266 267
Copyright ? 2010-2019 Charles Schwab & Co., Inc. Member SIPC. All rights reserved. (0619-9R2X)
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Charts Overview Chart Tasks Chart Settings Chart Studies Chart Lines and Objects Chart Display Tips Research Tools Symbol Hub Screener Plus and Sectors Creating Custom Screens Sectors Screener Screener Plus and Sectors Column Descriptions High/Low High/Low Settings Idea HubTM Momentum Understanding the Momentum Tool Momentum Settings Momentum Column Descriptions ETF Screener Recognia? Idea HubTM Market Edge? CNBC TV Fundamentals
Research Fundamental Data Research Summary Research Earnings Research Ratings Research Metrics Third Party Offers Watch Lists Watch Lists Watch List Column Descriptions Watch List Columns and Settings Copy and Paste Option Symbols
267 272 274 285 303 305 310 310 313 323 324 326 343 346 348 352 355 357 358 359 361 362 366 367 368 368 369 372 374 375 378 380 380 384 398 400
Copyright ? 2010-2019 Charles Schwab & Co., Inc. Member SIPC. All rights reserved. (0619-9R2X)
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