What information is in the Quote Details in Client Portal?

View a chart and market data details for an instrument by clicking on the symbol from a Watchlist, Market Scanner or Portfolio page. Use the back arrow next to the instrument name to return to the original page.

Within the quote details page you can:

  • Change the chart time period: choose from 1 day, 1 week, 1 month, 6 months, 1 year, 5 years
  • Choose the chart bar type to display
  • Click on the three dots icon in the top-right of a chart and open the Chart Settings to hide or show Volume and VWAP, and to apply Chart Studies and Secondary Indicators
  • See the National Best Bid/Offer for the selected instrument
  • Click Options to open the Option Chain for the instrument
  • Click Fundamentals to open the Fundamental Explorer for the instrument
  • Click Buy or Sell to display the trade panel and create an order on the selected instrument
  • Click Add to Watchlist to add the instrument to a Watchlist
  • Click the arrow icon next to Events to go to the full Events Calendar
  • Hold your mouse over the chart for more information
  • View key market data.

Additional Information:

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