StreetSmart.com User Guide

[Pages:454]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?

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New Features

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FAQs

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Getting Started FAQ

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System Data Collection

13

Troubleshooting FAQ

14

Layouts & Configuration

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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

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Account Details

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Account Details

35

Taking Action on Orders and Positions

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Order Status

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Order Status

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Order Status Column Descriptions

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Order Status Columns and Settings

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Messages

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Alerts

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Alerts

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Alert Guidelines

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Alert Columns and Settings

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Alert Column Descriptions

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Create Alerts

51

Alert & Conditional Order Conditions

52

Alert & Conditional Order Notifications

56

Alert Templates

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Balances

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Balances

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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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News News Overview Breaking News Tab Symbol News News Watch

Resources Notes Web Browser Glossary Symbol Formats Symbol Lookup Index Symbols

Futures Symbols Third Party Offers Live Help StreetSmart EdgeTM Quick References System Requirements Printing

401 401 403 404 404 405 407 407 409 410 437 438 439 445 445 448 449 449 451 452

Copyright ? 2010-2019 Charles Schwab & Co., Inc. Member SIPC. All rights reserved. (0619-9R2X)

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Welcome to StreetSmart Edge?

StreetSmart Edge? is designed to think like a trader to help you take on the market. It is intuitively designed with innovative tools that work together, making it easy to use and flexible to grow with your needs, while retaining the sophistication and power you expect from a Schwab trading platform. In StreetSmart Edge, you'll find:

l Integrated tools within easy reach, and common workflows to help you go from opportunity to action quickly.

l Greater account and order control to monitor performance easily and better manage market exposure.

l Flexible trading environment that is easy to configure, yet versatile enough to adapt to changing needs.

l Enhanced research and analysis tools that provide information at your fingertips, reducing the fatigue of repeated jumps from a desktop application to the web or .

l Approachable, intuitive design so you spend less time figuring out how tools work and more time making tools work for you.

Get an overview of the software by reviewing the Quick Reference Guide, which identifies the more commonly used tools, features, and icons, and provides helpful tips for getting the most out of StreetSmart Edge. 7/8/2019

Copyright ? 2010-2019 Charles Schwab & Co., Inc. Member SIPC. All rights reserved. (0619-9R2X)

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New Features

This release of StreetSmart Edge? offers features and enhancements designed to improve the trading experience. Chart Export functionality for Price, Volume and Study Data Each row in the Export will represent one chart bar and all data points connected with that bar. Columns will consist of the bar's time stamp, its prices (high, low, open, close), its volume, and the value of studies associated with that bar. If more than one study value in a study, there will be a column for each study value, and if more than one study, there will be columns for each study.

Display Implied Volatility (IV) Rank and Percentile data points in the All In One Tool Level 1 Display The IV Rank and IV Percentile data is now displayed for all Optionable securities in the Level display of the All In One Tool. This feature is also available in the Watchlist columns.

l IV Rank: The value of the current IV relative to the past year's range. l IV Percentile: The Percentile value of the current IV in the past year's range.

New Search Box to find and add columns in: Watchlist, Account Details, Option Chains, Screener, & Momentum Tools Just Right Click on the column header and a drop down containing all the columns available for the grid will be displayed. Type in the 'Search' box to narrow down the selectable options.

Copyright ? 2010-2019 Charles Schwab & Co., Inc. Member SIPC. All rights reserved. (0619-9R2X)

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