Welcome to Master Classes
Master Classes are live, interactive, online presentations that teach investing theories and concepts and demonstrate investing tools.
During each session, our Instructors share their screen, break down important concepts and answer your questions.
You're in the driver's seat. So grab your coffee, sit back, and get ready to take greater control over your investments!
Register for a Learning Series !!
Advanced Dashboard 101 | Getting Started
Advanced Dashboard 101 focusses on navigation and customization of the real time platform and utilizing its key trading components. Learn to use the platform to monitor accounts, access real-time quotes, create Watchlists, investment screens, custom data columns and much more.
Class titles: Platform Overview, Customization
Advanced Dashboard 201 | Research Tools
Advanced Dashboard 201 demonstrates additional components designed to support investment research and charting. Learn how to create customized charts, develop stock screens, access fundamental data, analyze earnings, customize watchlists and much more!
Class titles: Research Tools, Charting Features
Advanced Dashboard 301 | Trading Tools
Advanced Dashboard 301 introduces the user to customizable and complex order entry. Learn how to set order defaults, enter conditional orders or develop a profit taker template. Additionally, we'll explore characteristics and functions of Options analysis and trading tools along with multi-leg Options order entry.
Class titles: Advanced Trading Tools, Options Trading Tools
Advanced Dashboard 301 | Advanced Features