How To Use The Dashboard

Dashboard

How To Use The Dashboard

The SmartVision dashboard (SmartV) is has ten sections for a real-time powerful 360 degree look of the Options markets with AI assistance. Each ticker that is selected is update real-time with the price movements volume and the news to guide you into winning trades.

Components

• General Market Status Dow, Nasdaq, Headline news

• *New Option tracker High percentage Ai selected options

• Alerts/Auto trader Customization for alerts or Auto trade to your broker

• Charting package Realtime charting package with in-depth package suite

• Ticker News News related to the ticker symbol selected

• Most Active Calls Compilation of the most calls for a particular symbol

• Most active Puts - Compilation of the most calls for a particular symbol

• Bearish Flow Ticker symbol with strong Bearish activity

• Bullish Flow - Ticker symbol with strong Bullish activity

• Market Performers Top performing stock tickers for the day

How To use SmartV Dashboard

• Look for the overall trend of the market (Dow and Nasdaq) to get a sense of the overall sentiment.

• If the days overall trend is UP (Dow and Nasdaq are positive) look for trades that are Calls.

• If the days overall trend is Down (Dow and Nasdaq are Negative) look for trades that are Puts.

• Look for trades that are showing on the SmartV dashboard (Left) and select the ones that meet the criteria above. Are trades above or below Moving Average 20 and 200.

• Look at the chart and determine where the last spot price was entered that will be your marker for you to decide if its too late or youre right on time to enter the trade.

• Check to see how many times the symbol was repeated on the scanner more is better.

• Check last time update to ensure trades are current and not exhausted.

• If all fits the criteria, enter trade and sit back the trade will do the rest.

Entry

• You can trade on any given options of your preference. We recommend trading options that expire at least one month out.

• Trade wisely with position sizing.

• You can also trade stocks with the signals too. Same guidelines as above.

Holding Trades

• Most profits will come in the same day or the next day. We recommend not holding the option no longer than 6 days, after which the volatility declines and trades become stagnant.

• Cut your losses and move on to the next trade, there are numerous winners that will come along, so do not get married to any trade. Cut and move on whether its win or lose.

Winning Trades

• Safeguard profits 20% and up.

• Don't be greedy and expect a 100% and up on all trades all the times. Be wise and take your profits.

• If you are in a winning trade start moving your stoploss to safeguard profits.

Options Flow Live

Is the market scanner of institutional trades in real time. It operates only during the market hours and can be customized and filtered to user specifications.

Live Scanner

Color Codes and Settings

Color Codes and Settings

• For options to appear in the order flow they have meet criteria to consider any significant value.

• White - Represents trades that were placed but does not exceed the Open Interest

• Yellow - The Open interest was exceeded in a single trade

• Blue -The open Interest was exceeded in multiple trades

• Highlighted Green - Double screened filter to highlight potential winning trades

Settings

• Trade Date - Date the trade was placed

• Trade Time - Time the trade was placed

• Symbol - Ticker or symbol of the company traded

• Expiry - Date the option expires

• Strike - Price at which the option will be considered in the money

• Option Type - Call or Put (indicates the direction of the trade)

• Spot - Price at which the option was traded

• Type - Block or Sweep indicates a single large trade, Sweep indicates large trades broken up in to smaller trades

• IV - Implied volatility is the market's forecast of a likely movement in a security's price

• Volume - Total amount of options traded in a single trade

• Cost - Price of the option

• Ask - Price paid for the option

• Value - Total amount paid for the trade

• Days to expiry - Expiration date for the option

• Close to strike - how close to the option price the order was placed

• Earnings Date - Date of the upcoming earnings for the company

• Days to Earnings date - Quick view to see how many days away from earnings release

Filters For Live Trading

Options Filters For Live Trading

An ideal feature of the platform is its filters to customised the data that is relevant to your trading style. Filters are placed in strategic areas to quickly manipulate the live feed and can be used for testing strategies.

All Green Settings

All Green Settings

All Green settiings shows options that has trade volumes greater than 300 and highlighted with color green with all trade types shown.

All Green With Calls Only

All Green With Calls Only Setting

All Green settiings shows options that has trade volumes greater than 300 and highlighted with color green with ONLY trading type calls displayed.

All Green With Puts Only

All Green With Puts Only Setting

All Green settiings shows options that has trade volumes greater than 300 and highlighted with color green with ONLY trading type PUTS displayed.

Options Historical

Options Historical

Missed a trade, well, weve got your back. With the historical view you can look back at patterns for any options that was traded in the last 2 years. There are color coded Green sections that shows you high ticket trades which you can export in three different formats for further analysis.

Options Watchlist

Options Watchlist

• Enter the symbols that you want to watch from the previous days activity.

• We call this second shot opportunity, where trades that were missed at the prior days close and has strong potential to increase another 10 -20% the next day.

• Selected up to 5 tickers and set the criteria for the options under option filters.

• You can also screen for selected options that caught your attention independently.

Catalyst Trackers

Catalyst Trackers

Are stocks that have a due date to report on performance that has the potential to be moon shots or massive falls dependent on the impact of the news. Key exampples are Earnings reports, FDA reports, Mergers & Acquisitions, IPO's, SPAC's etc.

FDA Tracker

FDA Tracker

FDA Trackers shows the time and date for clinical announcements/updates for set phases in development for clinical drugs. There are normally 3 development phases, stage 1, stage 2 and stage 3.

Earnings Calendar

Earnings Calendar

The earnings calendar is a useful tool that helps you stay on top of things. It lets you track companies that are about to announce their earnings. You can see the date, estimated EPS and reported EPS for each available company. Earnings per share is an indicator of companys profitability and its vitally important to include it in your fundamental analysis.

IPO Lockup Calendar

IPO Lockup Calendar

A lock-up on an IPO prevents major shareholders and company insiders from selling shares in the company for a specified number of days following an IPO to prevent the market from being flooded with too much supply of a company's stock. Following the expiration of the lock-up period, restrictions preventing a company's employees and other major shareholders from selling their stock are lifted. Lock-up expirations often coincide with a 1-3% drop in the company's stock because of the increased number of available shares in the company.

Automated Trading

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Automated Alerts

Tired of watching the trades, then set alerts with your customized criteria and have them sent directly to your phone, email, or to your brokers platform.

You can also set the same criteria for automated trading to your broker of choice.

How To Use The Alerts

• Click on alerts (A box will pop up with slections)

• Chose the selections that fits your criteria

• Symbol

• Conditions

• Type - Calls or Puts

• Options update - Currently set at Once or Every time the criteria is met for the option

• Expiration for the alerts

• Alert Actions - Email, SMS, Webhook URL

• Webhook URL - is embedded coding for automated trading. This is used to place trades to the specified brokers

• Alert Name - Name you will see in the subject heading (Use headings like NCLH alerts)

• Message body - Type short msg to remind you what the alert is for.

• Cancel - Click cancel to close the alert

• Clear - Click clear to remove all data in the alert form

• Create - Click create to create the alert

Live trading

Live Trading

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Analysis

Analysis

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Historical Data

Historical Data

To research historical stock performances, enter the stock symbol and choose the dates of interest and click submit to see historical data. The data will populate showing the trading information below. To download the historical report, click on the buttons Copy, CSV, Excel or PDF to export the data.

• Date: Dates the stock was traded

• Symbol: Stock ticker eg: AAPL, IBM, GOOG

• Open: Represents the opening price of the stock

• High: Represents the highest price the stock has achieved for the day or period selected

• Low: Represents the lowest price the stock has achieved for the day or period selected

• Close: Represents the closing price of the stock at the end of the day or period selected

• Volume: Total volume traded on the symbol for the day or period

• Change: Represents the percentage change of the stock at the end of the period