Trading Assistant

What can I do with the Trading Assistant?

The Trading Assistant allows you to view your trading and profit & loss (P&L) data in real time. You can also set alerts to track open P&L and manage your orders.

Where can I find the Trading Assistant?

Mobile App:

1. Menu

2. Below Shortcuts, select More.

3. Trading Assistant

How is the total win rate calculated?

The total win rate is calculated by determining the number of times you successfully closed a profitable position compared to the total number of stock and options trades made in a day.

How will I be notified when my alert is triggered?

• If you set a P&L alert, you’ll receive a push notification when the alert is triggered.

• If you set an order alert, you’ll receive a popup notification when the alert is triggered.

Why did I not receive a P&L alert after setting one?

You will receive only one alert per day for each P&L alert you set. All P&L alert notifications can be viewed in the Messages section.