clems

@Gamma Stalker I'm using Trend as my primary interface to Tradier at the moment. Feel free to ask any other questions you have about it. So far I really like the product, especially given the $30 price tag.

For all that are interested, I actually had a 2 hour conversation with the founder of TradeHawk today and talked about what I'd like to see in a platform (some stuff they have, others they don't). He seemed VERY receptive to feedback. He's going to be working on some of the 'must haves' on my list and get back to me, but I expect I'll be moving over to TradeHawk as well. Don't let the price tag scare you away immediately on this one. TradeHawk includes unlimited trading (stocks and options) on all your accounts. I have 3 accounts, so that saves me 120$, plus I won't be paying for Trend, so that's another 30$. AND they are looking to create a replacement for TPM (see my posts above) saving me another 22. After it's all considered, it's probably $120 additional, but will have a TON more integration/functionality. If/when I move over, I'll update with my full review of the software in this thread.

I voted for Option 4 for this reason as well. These are unofficial. Trying to structure it too much means it likely just won't be used as much IMO. I have had no problems following things in one big thread, but the need for archive seems required. I also like the open forumness of the thread vs having conversations split up.

I felt the same way until I started using Trend. So far Trend has made it just as easy to manage/roll/close positions. It's the only reason I've not already moved to TW. If you do end up moving, please post a review! I want a non-biased review of the software.

I'm not trying to say it's better. In fact, the portfolio tracking version sounds very interesting. I just setup a demo with them for tomorrow to check it out. That said, from what I can tell thus far, the ONLY piece missing from Trend is the portfolio tracking (for my needs). Is that worth $270 a month to me? No. I might try to see if Trend can just add it instead for now, but we'll see how the demo goes.

It's not advertised anywhere (that I can see) but Tradier has a special agreement for a less-featured version for $30/month. Source: Me. I'm using this version right now. Also, it's fully integrated (executes/edits orders, monitors open positions, etc.)

So far, I've seen no good mobile trading platforms for Tradier. TW's is in BETA to be released this fall sometime and looks AMAZING. I'm hoping that someone tackles it for Tradier at some point.

Good luck! Let me know if you have any questions on Trend, happy to pass on things I've learned. Also, Tradier's support desk is very helpful. Dont' be afraid to reach out and ask for help if you are struggling with anything.

@cuegis I've not personally used TW, but just watching TastyTrade and how they work with their positions, it's 100x easier to use than IB for options IMO. If Tradier wasn't in the picture, I'd be moving everything to TW immediately. I would recommend just tuning in to Tasty trade and watching them interact with the platform a bit. It's very easy to see how slick it is from that alone. Cheers.

Sorry for the delay in getting back to you, been on family vacation. Minimal activity required. Trend has the full risk profile, but it's better than ONE (for my purposes) in that you can adjust the spread (and target fills) before 'committing' the order to see how it affects the position. When you like it, you right-click, open trade window, set your limit order, and it's done. If/When filled, it's then added to your 'position monitor'. Here is the risk graph + features I have in Trend (with one exception - there is no 'compare spreads' button): https://www.dynamictrend.com/feature_riskgraph/ Regarding portfolio view, they do not show P/L of Margin. Only P/L of each leg. That said, you can select any number of legs, and show the current risk graph with a couple clicks. Attached is a scrubbed view of one of my accounts. You can maximize any of the views to get a more full view. It's not wonderful, but it is more effective than IB's for me. Hope that helps.

@apsoccermd So I went to go grab the code from another site I'm subscribed to, but it has apparently changed. It's no longer just a code provided to Tradier and instead you have to be a subscriber + pay $47 for unlimited options + $20 for unlimited equities. So Apparently I can't help you out any more. Sorry for getting your hopes up.

@Wally I couldn't find it published on their site at all. The only reason I was turned on to it was because Tradier recommended it to me. They gave me a 1 month free trial when I asked about a good platform. If you reach out to service@tradierbrokerage.com they can set you up with the software I think. I swear it's not some scheme

I searched around for quite a while on this. Tried ONE, but was too expensive for me for what it provided (for me). Primarily I didn't feel like I had enough ways to link trades together. And their support SUCKS. I landed on https://www.tradeportfoliomanager.com. Price is right and allows me to track in multiple ways. And has built-in dashboards and reports that can be filtered in multiple ways. Hope that helps.

RE: managing trades in Tradier via Trend There's still no trade "linking" in Trend, but you can select multiple legs, right-click, close position, and pull up a trade window with those legs pre-populated. I'm compiling a list of feature requests for their devs, and trade grouping is one of them on the list. @wr200m Edit: That said, the current functionality works very well. And I've found it to be very effective. MUCH easier than IB.

Original post: Moving discussion here away from CSCO thread.

ONE and OptionVue are like this. Trend's client is 100% detached. It pulls down your orders, lets you modify orders, cancel, change DAY/GTC, change limits. You can select multiple legs and right-click + close position. Select legs, right-click, risk graph. When on the risk graph, right-click and populate trade ticket. Select account 2, right click, populate trade ticket. It's that easy to submit the same trade to 2 accounts. All 100% local to the Trend client. In the last week, I've entered dozens of trades in two accounts, and have only logged into to Tradier's website to ACH more money in.

Unlimited Options trades: $40 Unlimited Options + Stocks: $45 One or the other, not both. You do get exchanges fees, so it's not 100% free. It's like .15 a trade or something. But MUCH MUCH cheaper than IB. There's a forum thread somewhere on this site with the Unlimited Options code. Let me know if you can't find it and I'll dig it up. Edit:

Tradier is 100% web based (with a REALLY great REST API). So you can log into their trading platform from mobile, but it's very easy to screw up trades. Trend does not offer a mobile version. I've not found a platform (with a mobile version) that is well integrated with Tradier. I've decided it's worth it for me as I can always just call them to have them execute for me if needed. If mobile was important to me, I would have gone with Tastyworks (their mobile version is in Beta, but looks VERY similar to their desktop platform). Glad I could be of some help!

No expert here, but after being around for about 3 months, hopefully the below tips will be helpful for you: Official Trades: Expect to not get fills for more than 1/4 of the 'official' trades. Watch for discussion threads. Try to do some analysis of your own (will take a couple of months of following trades to really get a hang of it, but read, ask questions, you'll pick it up). If you think you'll like some of the 'discussion' trades, set a limit prior to the official entry and hope for a fill. These have been my best trades thus far. Follow the 'Unofficial Trades' thread. LOTS and LOTS of great trade ideas (and discussion) that never make it to the official (lots of times due to liquidity). If you are following these threads, you'll be able to get into about 1/3 or more of the trade suggestions (official or not) even if you are only doing stuff after hours. Also PAY ATTENTION to earnings dates so you know what needs to be closed when. Kim obviously only tracks the official trades, so if you take on some that are unofficial, you want to make sure you know when to get out and make sure to close out. Do not hold through earnings. Be patient with the trades, don't chase. You'll get a feel for it much better after the first couple months. Broker: If you are a newer trader, I would personally stay away from IB. They do NOT cater to new/beginner traders. Their customer support has never been bad, but they do have an expectation of knowledge from those using their platform. Which by the way is ABSOLUTELY TERRIBLE. I'm currently using Tradier Brokerage. Commissions = $40 per month (unlimited options trades using Steady Options Coupon Code) per account. If you are interested in a $45 stocks + options unlimited, I have one for that as well. If you go this route, I would highly recommend using the DynamicTrend TREND platform ($30 / month - one fee, but can be used for all of your accounts) as the web platform from Tradier is worse than IB's. Trend though is AMAZING, and makes Tradier 100% worth it. Over the last week since I've found Trend, I've entered and gotten the exact same fills from both brokers, but IBs position is always worse due to commissions. I'll likely be moving my last account over from IB to Tradier in the near future. NOTE: I also tried ONE and OptionVue (which you get some free trial time through Tradier to try them out) and hated managing positions in them. I was VERY tempted to try Tastyworks for their platform alone. Commissions on par with IB, but a platform that is SOOOOOOOOOO much easier to use. Hope these comments are helpful. Portfolio: I was also struggling with this. I couldn't find anything that would easily take several transactions correllate them to a strategy and bind them to an account so I have lots of ways of tracking my P/L and current balances. I finally found this one: https://www.tradeportfoliomanager.com/ This does not tie into any brokers (have to enter all trades manually) but the tracking, reports, and even risk profiles are great. And they are VERY responsive about feature requests and bugs. And the price is right...$22/month. All told, I have the following monthly fees for managing all my trading at the moment: Tradier - $40 per account (x3) / $120 TradePortfolioMgr - $22 TREND - $30 SteadyOptions - $125 Total: $297 ($80 of which is in my IRA accounts) Good luck!

Also might recommend some TWS videos. The platform is very confusing at first (at least I found it to be). https://www.interactivebrokers.com/en/index.php?f=1350&t=recorded&q=mosaic&p=1

Selling a put is the same type of bullish play as Buying a call. So if the markets go down, you lose on both.