Investor Help (NO Ihub questions)

[ottoman]

sorry for the late reply (don't follow on IHUB much lately). Darn it. I was wondering how you were getting along with the 8 million bells and whistles at think or swim. I certainly don't care for it either, the only thing right now I use it for is premarket scans (for big tanking stocks), and for CNBC Asia Television (rarely).

I've been using the fidelity active pro, which is all i need. Just real time streaming watchlist quotes. I don't trade through the platform, i go on to the web-based broker website, so for me, it's just fine. Still wish I had Streetsmart Edge from Schwab though.

Somehow I'm less than surprised about E*Trade phasing out their E*Trade Pro platform. I'm sure at the same time, they will introduce new fees lol

All the best

[cintrix]

I am not liking the ThinkOrSwim platform at all so was considering transferring all my Schwab to Etrade account by eoy. But I just found out that Etrade phasing out Pro! Really? Give me a break! I think someone or something is telling me to retire!

[fung_derf]

I have a question.....what happened to irishbull?

[ottoman]

baby steps lol. good, sound like he was able to clean a few things up.

Yeah, I never liked the "mark" as current price term. Last is also the current price, however, you need to view "mark" and also "mark % Change" to reflect the accurate pre-market and after-market price and % change. So make sure you use them both (Mark and Mark % Change) on your watchlists and quotes etc.

During regular market hours, Mark and Mark % change show the same exact value Last and % Change ( unnecessarily confusing)

Hope you can eventually navigate through all the bells and whistles

[cintrix]

I got the guy to link it for me. He copied my positions and turned them into a watch list. Then he linked everything. But thanks again for the reddit link - I forgot you mentioned it. As far as logging on to web page he said unless the device I am using has facial recognition I have to log in each time I click on the link. But he was able to set it up so that it is only one thing I have to enter. We saved the log in user name, I have to enter the password, and the security number I used the "trust device" option so that I don't have to enter it. They have names for things that are different.
Like Mark means current price
Current Value is Net Liq
Sell is Create a Closing Order
But is Add to Position
Transaction HIstory is Account Statement

[ottoman]

Is this answer approached what you wanted? as far as linking stock symbols? (see picture below and the last answer)
I think color coding stock symbols might be what you want to investigate.

Reddit is an awesome resource for answers with ThinkorSwim (or any other platform)

You don't need an account to search for answers, but I would sign up so you can ask specific questions.

https://www.reddit.com/r/thinkorswim/search/?q=link+by+color&type=link&cId=31c043fa-f977-4545-9dee-f0db0e28d718&iId=52043980-0908-47f2-92ff-85646f6deb92

https://www.reddit.com/r/thinkorswim/

https://www.reddit.com/r/Schwab/

[cintrix]

Ok, thanks, that is a workaround - I am going to call them right now. If you want me to ask them any questions you need to know about email me them! Thanks for your help, Shawn.

[ottoman]

One way to look up other stocks that are not in your portfolio, is to open ("detach") a separate window inside Think or Swim

If say, for instance, you want to bring up a chart of a stock, with Time/Sales data, I have a detached window for that in tos.

(and please understand, I really don't know Think or Swim at all well, I'm using Fidelity Active Trader Pro now),

But you could click on the "Charts" tab, (picture below) then click this pull-down menu (red arrow). Choose Detach. A separate window will open. I just keep that separate window open all the time, to see charts, prices etc of other stocks from my positions, or watch lists.

[cintrix]

So I toggled remember password and that still didn't work. Every time I hit that link it asks for credentials. I will call them.

[cintrix]

I have to! I don't know why. I click on that link at the top of sinkorswim and it asks for credentials each time. I'm going to do it again and see if it allows me to toggle some thing that will keep me logged in.

[cintrix]

Ok, great - got cnbc up. Baby steps

[ottoman]

There is a quick link to the schwab.com webpage, it's at the top of the ThinkorSwim platform page. I just tested it: even if I'm logged out of the schwab webpage, and I click on the link in ThinkorSwim, I don't have to log in once the web page opens 🙂

[ottoman]

sorry for the late reply, it's a busy day for me

Yes, I think you do have to log into theschwab.com web page. I believe it's independent from the thinkorswim platform.

For CNBC TV, on the left side, at the bottom, click the PLUS sign,
Then choose Trader TV. Default will be Schwab Network but there is a drag-down menu in which you can choose CNBC

I'm not sure about the last 2 questions. Let me investigate some. I don't think I ever linked boxes with shapes in Streetsmart edge.


===========================================

[cintrix]

Mine is still there with my watch lists but none of my info is on StreetSmart anymore. Questions:

The link to Swab.com - do you have to log in again? The other platform once you were logged into you got immediate access to the web site without having to log in. Etrade has it too.

Where is cnbc? From my old notes when I first tried this platform I wrote Gadget/Trader TV - but where is gadget?

Is there a way of linking the windows like StreetSmart had those boxes with the shapes? If I click on a screen of a stock shouldn't I be able to link it to the other windows?

Is there a way of putting a main ticker across the top of the screen to look up other stocks that aren't in your port?

[ottoman]

ugh. yes, You can log into the web-based Schwab account and sell them that way. Not much comfort I'm sure.

Go to positions, There is a little drop down menu just to the right of the stock symbol. Pull down that menu and choose sell all shares.

A "Snap ticket" pops up on the right. Go down to Cost basis method. Click on the "first in, first out" link (that's what my default is).

Scroll down to "Specified Lots"

It should show every lot of shares, and the purchase date. You can input the amount of each lot you wish to sell

EDIT: BY THE WAY, my StreetSmartEdge platform is still working this morning, although they said it would be disabled August 9. lol.

[cintrix]

Sink or Swim - I am sinking and they have no life preservers. I can't see any of my lots - here is what they told me:

08:08 Aaron_J: I see the account was recently moved over from Streetsmart, that is why it is not showing the individual lots themselves. This is an issue we are aware of and working to get fixed although it may not be for a few months that is available on Thinkorswim. New shares that you purchase will show up as individual lots that are purchased on Thinkorswim from this point forward. But it may be a few months before we are able to get the lots from Streestmart into Tos
08:09 Aaron_J: You can use the site Schwab.com to view the lots individually in the meantime. However, I apologize they won't be able to be seen on Thinkorswim quite yet

[cintrix]

Yeah, you are right. Give it a break and stop thinking stocks 24/7. It's like an addiction. I refuse!

[ottoman]

lol. I didn't know Etrade had overnight trading. I rarely use them anymore.

Robinhood has had overnight trading for some time. I guess if you have a very very large position in a stock, and some breaking news happens in the late evening, you may want to exit (or buy more) before most other people can move on it.

I don't have large enough positions to care lol, and yes, I need to recharge the batteries at a certain point after the market closes.

I can't imagine people glued to their screens watching crazy crypto moves all night long

[cintrix]

Me too! Got the same termination date! And today on Etrade Pro I saw this: Trading in the Extended Hours Overnight Session (8:00 p.m. to 7:00 a.m. ET) is not accessible due to the unavailability of a third-party market center impacting online brokerages.
I mean, 24 hours of trading? Give me a break! When does the madness end? I prefer to shut markets down - take a cooling off period.

[ottoman]

Oh well, it was a fun ride while it lasted.....

[cintrix]

Yeah but I am sure that the "what a day" had something to do with a lot of volume that might have caused it. Still no excuse. I hate to say it, because it is like traffic when you mention what great timing you are making, but so far so good on my end too! lol

[ottoman]

Vanguard is all screwy today. And CNBC reported that some Schwab customers are having trouble logging in, although so far, my Schwab seems to be ok.
What a day to have more technical issues

[cintrix]

I think I rather sit back and watch and buy some on the way back up rather than now jic there is way more room for drops.

[ottoman]

oh jeez. I swear I looked there, but it didn't seem like it was live. Just video clips. I will check it out tonight. Thanks 😊

On a market day like today, I hope you find some good bouncers, rather than ker-splatters.

[cintrix]

https://www.cnbc.com/asia-squawk-box/
Asia
Monday - Friday, 06:00 - 09:00 SIN/HK

[ottoman]

I also just found a Youtube Channel that is streaming CNBC Asia, and it is live. Not sure if it streams all the time, but it's another outlet

www.youtube.com/watch?v=P857H4ej-MQ&ab_channel=CNBC-TV18

[ottoman]

Does anyone know of a way to watch CNBC Asia live? Schwab Streetsmart Edge currently has the ability to stream CNBC, and you can choose CNBC America, CNBC Europe, and CNBC Asia streams. However, since StreetSmart Edge is going away, I don't know of another way to watch it.
Sometimes, especially when the market has been falling, or spiking (or whatever), I like to watch the live ASIA stream of CNBC in the evenings, to show what is currently going on in the markets, and see what is anticipated for the next morning. Many guests are American investors, analysts etc.

EDIT: Schwab's Think or Swim platform DOES have CNBC (America, Europe, and Asia) 😃

I searched, but didn't find it initially.

You have to open a new "gadget" then click on "Trader TV". It defaulted to Shwab Network, so I thought that is all you get, but there is a drop down list, and you can choose CNBC streams. Cool

[cintrix]

Thanks

[ottoman]

I still use Think or Swim, mostly for scanning stocks that are down (at least 20% etc), or premarket most declined. Also for watching my stocks premarket (before 7 am......Fidelity Active Pro does not show the extended hours data until 7 am, because that's when Fidelity's premarket trading starts).

One place I get feedback with Technical questions (on Think or Swim, or Fidelity Active Pro etc) is Reddit.

https://www.reddit.com/r/thinkorswim/new/

Usually, you will get an answer fairly quickly. Good luck! 👍️

[cintrix]

So today was supposed to be my last day on Street Smart. When I logged in it kept saying unable to connect. I thought maybe I got the date wrong but looked at my email and it said it would work until end of trading day today. Was able to log into web site. Got on phone early and after waiting 40 minutes realized this was due to the outage. Don't even try to transfer funds today. You may run into problems even if you do connect.
So I guess Monday is my SinkOrSwim day and I thought you were the one who would throw me a life preserver but I guess not! lol

I use Etrade Pro for trading with those accounts but I need a platform to trade from when using my Schwab account. I can't trade off a website.

[ottoman]

Well, Schwab StreetSmart Edge is finally history. I have actually found that Fidelity Active Trader Pro is the best platform for me now rather than Think or Swim. It actually has a few features I like that StreetSmart Edge did not have.

I only use the platform for real-time streaming watch lists, so I don't need the 8000 bells and whistles for charting, trading etc. That Think or Swim has.

I hope you are navigating through Think or Swim ok, but I believe you were using Etrade Pro for your trading anyway?

EDIT: I've noticed I can't transfer funds within Schwab accounts this morning, possibly due to the global Crowdstrike IT outage? 🤔

[mrfrederikson]

Was ßßesßßßßssse we e

[cintrix]

lol ok, great!!!!

[ottoman]

It's working now. StreetsmartEdge and Schwab.com and ThinkorSwim. AI got frustrated and threw a tantrum 🤔

[cintrix]

Wow and I did see it mentioned by someone else too. Hope it gets fixed for you and that mine doesn't have problems now that I said something. The old traffic "we're making great timing" jinx! lol

[ottoman]

I can. I was complaining that Yahoo Finance offers free quotes, but I can't get realtime quotes at Etrade.

But I don't just want quotes, I want realtime streaming watchlist. No biggie, I can watch things at Fidelity.

[cintrix]

Not sure why you can't access Yahoo Finance and get real time there.

[ottoman]

perhaps, I can't log into Schwab.com either

[ottoman]

I can't use power Etrade because, of course, they have delayed quotes lol. Even Yahoo Finance website has free realtime quotes, but me as a customer for years can't get realtime quotes, I don't have enough funds in the broker apparently. Stupid

[cintrix]

Maybe you are on a different server than I am on.