Whether you are away from your desktop or on a computer that blocks downloading applications, do not worry, the tastytrade Web Browser Platform is here for all your trading needs! With the tastytrade dashboard, trading platform, and account management page all in one location, the Web Browser Platform is a trader's one stop shop. This article will provide vital information and helpful resources for using our new Web Platform.
The legacy tastytrade Web Browser Platform will continue live at trade.tastytrade.com. You can provide feedback to our team by sending an email to email@example.com. All feedback is welcome as we work on fine-tuning this new platform.
Web Browser Platform Overview Video
TABLE OF CONTENTS
- Web Browser Platform Overview Video
- Navigation and Trading Platform
- Account Management
- Features coming soon
- Frequently Asked Questions (FAQ)
- Feed Back and Support
Navigation and Trading Platform
Users will find that the Web Browser Trading Platform closely resembles our Desktop Platform’s feel and functionality. Much like its counterpart, the web platform is built into several customizable and distinct panels. Each is labeled in numerical order below.
- Web Navigation Header
- Left-panel Quick View Watchlist
- Right-panel Symbol Overview and Details
- Middle-panel Primary Window
- Navigation Panel and Account Selector
Web Navigation Header
The platform's topmost section comprises the dashboard, trading platform, and account management buttons, symbol search field, connectivity status, platform settings, and sign-out button.
A. B. C. Toggle between the Account Dashboard, Trading Platform and a completely new Account Management page. Learn more on the Account Dashboard and Account Management page below.
D. Type the symbol/ticker in the Symbol Search field to populate an underlying symbol across the platform. The symbol typed into the Symbol Search field will become the active symbol across the platform. Additionally, users can click on symbols in the positions or watchlist tab to select a new active symbol.
E. A green (connected) or red (disconnected) indicator will update in real-time in the top right of the platform. Click on the dot to check your connection with the platform and quotes.
F. Users can access the platform settings by clicking on the gear icon in the top right of the platform. Any adjustments to your settings will permeate across all other platforms. For example, if you set your default stock order quantity to 1 share on the Web Platform, that will also set your default stock order quantity to 1 share on the desktop platform (and vice-versa). If a setting is unavailable or not working as intended, please open the legacy web platform or desktop platform and adjust your settings from there.
- Light and Dark mode
- Trade ticket and default order settings
- Position and watchlist columns (currently only for the center watchlist)
- Platform notification sounds
G. Click on the help button to launch our in platform help center.
H. To fully sign out of the Web Platform, click on the sign out button in the top right of the window and then click OK on the confirmation popup. Closing the web browser or browser tab will not automatically sign out of your account. We suggest you fully sign out and sign back into the platform each time you intend to use the Web Browser Platform.
Left-panel Quick View Watchlist
View preset and personalized watchlists and quickly set up stock orders with the collapsible left panel watchlist. Scan through the preset and created watchlist by clicking on the watchlist selector drop-down (yellow) or collapse the window by clicking on the arrow in the top right corner (blue). In this panel, users can swiftly set up a stock order by clicking on the bid price to sell (red) and the ask price to buy (green) via the quick view watchlist. Users with multiple pages of columns can toggle between page with the left and right arrow found at the bottom of the panel. Find out how to customize your watchlist columns in this article here.
Right-panel Symbol Overview and Details
The symbol overview and details panel is a collapsible panel that displays quotes details, a small chart, trade activity, order chains, and more on the platform's active symbol. At the top of the window, users can also toggle between the activity and fundamentals panels. To collapse this window, click on the exit button in the top right of the panel. To expand again, click on one of the right-panel icons.
Middle-panel Primary Window
The middle of the platform will act as your main battle station for viewing the active symbol, opening positions, placing trades, and reconciling transactions. At all times, the active symbol will be listed at the top of the panel with applicable details on the underlying such as recent price action, Implied Volatility Rank (IV Rank), volume, and the symbol's name. The middle panel will populate the active tab selected via the left-side Navigation Bar. Each platform tab overview can be found in the section below.
Navigation Bar and Account Selector
The positions tab will act as your primary station for viewing and managing open positions and working orders. Within the positions tab, you can view and filter by product, manage positions, and keep track of your capital requirements.
A. To pull up the positions tab in the middle panel, click on the Positions tab in the left side navigation bar.
B. Filter which type of products you wish to view by clicking the Position Type buttons. In general, you can keep all of these filters selected (blue) to view all open and working positions. However, for example, if you only want to view your stock positions, you can toggle all of the other filters off (gray), and only have Stocks toggled on (blue).
C. You can change your positions tabs grouping layout with the Group By filter. Positions can be grouped by None, Symbol, or Order Chains.
D. The lower section of the positions tab will host all your open and working positions (based on your product filters). Columns in the positions tab will list your position's profit and losses, options greeks, dividend dates, requirements, and much more. You can customize which columns are listed through the platform’s settings. To toggle between multiple pages of columns, click on the arrows in the top right of the positions tab. Each dot will represent a page of columns and which page is currently being shown.
E. Much like our desktop platform, you will find a capital requirements button in the top right of the positions tab. Click on the CAP REQ button to expand the window. The capital requirements window will list the buying power, initial, and maintenance requirements for all open positions. To return to the positions tab, click on the back button in the top right of the window.
The Web Browser Platform's trade table has two distinct modes, which you can toggle between in the top left asset type selector. The options toggle will populate the trade table with expirations on the platform’s active symbol. Users can adjust the number of strikes listed, pull up trades based on strategy with the strategy selector tool, and edit their trade table columns (bid/ask are locked).
The dedicated stock trading window is partially built in its current stage. Clicking on the Single asset type will pull up an order ticket with your default outright order quantity (default is 100 shares). In the order ticket, you can adjust your price and quantity, and order type. A chart will likely be added at the top of the order ticket in a future build.
This section will display Working, Filled Cancelled, and/or Expired positions held. Filter your transactions by the order status, symbol, or date placed. To adjust, duplicate, or place an opposite order, right click on the order row to expand a quick action menu.
The primary window watchlist is the main platform watchlist tab. Here you can view preset and customized watchlists and filter symbols by columns, earnings dates, IV Rank, and more. At the top of the tab is a plus button to create a new watchlist, a copy button, and then a delete watchlist button.
The history tab is split up into two sections, the Transactions window and Year-To-Date tab. The Transactions window will list all transactions in your account based on the filters selected at the top of the window. You can find all deposits and withdrawals, trades, dividends, assignment/exercises, and more.
The Year-To-Date section will list your unrealized and realized losses for each symbol you have traded from the start of the year until the current date. You can also find the total commissions and fees paid across your accounts on the right side of the window.
To access fundamental data on my.tastytrade.com, log in to your account and go to the Research section by hovering over the "Research" icon on the left-hand side then clicking on it. From there, search for the desired company and explore information like revenue, net income, assets, and liabilities. Find a full glossary of research tab contents here.
Pull up the tastylive Livestream within the web platform with the tastylive tab. Toggle picture-in-picture to move around the stream while you trade or adjust the playback speed to listen at a faster or slower speed.
The Web Platform Chart Tab offers new and existing capabilities compared to our Desktop Platform charting package. You can pull up a chart on your active symbol and select a time interval for each tick. The time period will scale to your windows size as well as the charts zoom level. Scroll your mouse wheel up or down while moused over the chart to zoom in and out. Some features within the chart tab are still under construction however, will be working in future updates. Please note that in its current state the Web Browser Platform Chart will not save your settings or drawings, this will be addressed in a future update.
Follow Feed Tab
Keep track of your favorite tastylive traders by following them on the follow feed tab.
- Filter trades by a symbol
- Filter trades by date placed
- Filter trades by strategy
- Filter trades by type (e.g earnings play)
- Click on the expand button in the bottom right of the follow feed to select which traders you want to follow and unfollow.
Account Balances and Selector Panel
In the bottom left corner of the platform is the account balances window and account selector area. Balances such as Net Liq, P/L, and buying power will list for the active account selected. To select an account, double-click on the T-shield for the account you want to view and trade in. In the image below, the account ending in **87 is the active account.
The account balance panel will also determine the active account listed at the top trading platform. Toggle between accounts by clicking on the T-shield icon. Clicking on the T-shield will make the account the selected default account when placing trades.
The tastytrade Web and Desktop Platforms now display a dashboard window on startup. Users will find a daily chart tracking SPY, account overview and historical net liq, market news, and some resourceful watchlists. Learn more on the tastytrade dashboard here. Learn more on the tastytrade dashboard contents here.
The account management window provides users quick and easy access to account funding, withdrawals, transfers, and much more. Much like the account management website manage.tastytrade.com, you will now be able to fund and make adjustments to your existing accounts within the Web Platform. Click on the Manage Accounts button in the top header to switch from the Dashboard or Trading Pages. The account management page is comprised of four sections: Summary, My Accounts, My Money, My Profile
If at any point you are having issues with the features on the account management page, please go to manage.tastytrade.com to complete your changes or make your transactions. We are still building out this section and not all areas may be available for us.
View open accounts and pending applications in the account summary section. Click on the Open Another Account button in the top right of the page to start a new account application under your profile.
Retrieve Confirmation and Statements for all of your tastytrade accounts. Some features available at manage.tastytrade.com will be added in future updates. Features coming soon in My Accounts:
- Trading preferences (upgrading to advance trading preferences will happen here)
- Risk Monitoring will live in section. (Expiration Risk Monitoring and PDT Reset)
The My Money section on the Management Page provides the full suit of money movements for tastytrade accounts. Users can link bank accounts, make ACH deposits, all type of withdrawals, and even account transfers from another broker.
Investor Profile settings (update trading objectives, switch to works etc), Personal information, Security (email, password, security question), Communication Preferences, Dividend Reinvesting, and Documents (Customer agreements and any documents requested by the accounts team can be uploaded here).
Features Coming Soon
There are still a handful of features we are looking to add to the web platform, in the meantime if you run into any issues, defer to the tastytrade desktop platform or account management site at manage.tastytrade.com.
- Multiple customizable symbols on Market Snapshot
- Historical Net Liq Graph Timeframes
- More account details and privacy options
- Bracket Orders
- Quote Alerts
- Trade Tab Analysis Mode
- Journal Feature
- Save settings on Chart
- Manually scripted studies/indicators improvements
- IRA Funding
- Tax Center
- Advanced Trading Preferences
- Fully Paid Securities Lending Opt in and Opt out
Frequently Asked Questions (FAQ)
Can I still Trade on the old tastytrade Web Platform?
You will still be able to trade on the Legacy Web Browser Platform for the time being (TBD). Each platform will have a distinct and separate locations, and the current version will not be replaced for the time being. The Legacy Web Platform is hosted on trade.tastytrade.com, where as the new Web Platform is on my.tastytrade.com.
What will happen to the Legacy Web Platform?
The Legacy Web Platform will continue to run live at trade.tastytrade.com for the time being, we will notify users when the Legacy Web Platform may be taken down or repurposed.
Feed Back and Support
There are three methods to provide feedback, comments, or issues.
- Email firstname.lastname@example.org: You can also email our tech team your feedback and comments.
- Email us at email@example.com or firstname.lastname@example.org with any questions or concerns on the Web Browser Platform. Find our contact us page here.