Think or Swim Tutorial
Small Cap & Momentum and Options
Objectives
• Logging In - Options
• Getting Started
– Monitor
– Trade
– Analyze
– Scan
– Market Watch
– Charts
– Tools
• Application Settings
– Security - ** Delay**, General, Order Defaults, Hot Keys, My Profile
– Customize
– Support/Chat
– Messages
Objectives
• Help Tab
• Tools
• Charts
– Flexible Charts – Settings, Styles, Patterns, Studies,
Drawings, edit, Alerts, Grid, Side Panel
– Charts
– Product Depth – Mainly for options
– Prophet
Objectives
• MarketWatch
– Calendar
– Financing Rates (Forex)
– Visualize – Index, Heat map
– Alerts
– Quotes – Customize the list, create and edit
• Scan
– Mainly using Stock Hacker – Create Scans, Wizard
• Analyze
– Earnings
– Fundamentals
– Economic Data
– Probability Analysis (Options)
– Risk Profile (Options)
– Simulated Trades (Options)
Objectives
• Trade
– Active Trader
– Futures Trader
– Forex Trader
– All Products (Options) – UNDERLYING and
company profile
• Monitor
– Account Statement
– Activity and Positions
Objectives
• Left Side Bar – Custom and Gadgets
• Order Flow – How to execute multiple ways
• Detaching
• On Demand
• Questions
Chart Patterns
Chart Patterns
Click the Question mark for patterns
The following patterns are the best: Triangles and channels
Chart Patterns
Chart Patterns
Chart Patterns
Chart Pattern
Channel Up (red) and Ascending Triangle (purple)
Scan Tab
Scan Custom
Scan Custom
Scan Custom eg. EMA cross over
Note the aggregation period.
Include EXT (means it will scan in premarket/aftermarket)
Pencil icon allows you to edit your code/custom study
What exchanges/what do we scan
Options Scanner
Fundamental Scanner
Scan Example
9/20 ema crossover
Analyze Tab - Fundamentals
Analyze Tab
Download Fundamental Reports
Analyze Tab
By the Numbers
Analyze Tab – Company Details
Analyze Tab – What Drives the Stock
Detailed look into Profits
Re-evaluating Trefis
Analyze Tab - Earnings
Order Flow
Order Types
• Limit
• Market
• Stop
• Stop Limit
• Trailing Stop
• Trailing Stop Limit
• Market On close
• Limit on Close
Types of templates
• One-Cancels the other order (OCO)
• Trigger Brackets
Resources for Scripts/Studies
• [Link]
Thinkscript-Snippet-
Collection/blob/master/TOS%20%26%20Think
Script%20Snippet%[Link]
• [Link]
ttm-squeeze-watchlist/
• [Link]
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