back

beginner concepts

Platform Basics

How to install and navigate the trading software

The Top Panel

The top panel ultimately serves two important purposes. In the top row, it shows you top-level information about the underlying in focus. In the bottom row, it shows your overall portfolio metrics.
Figure 21

The Top Row

Use the top row to search and navigate to different products. Click the
on the left-hand side to type in a different symbol. This will also control what appears under the Trade and Chart tabs. You will also find other things like
and
prices, the daily price change, and the full name of the selected producte. Don’t sweat it if you don’t know what any of these things are yet. They will start to make sense down the road.
Figure 22

The Bottom Row

The bottom row shows you your account information. Here you can see a list of your accounts (if you have more than one), your cash balance, your
your total
your
and various metrics for evaluating your overall portfolio risk.
Figure 23

back

beginner concepts
Open a Tastyworks Brokerage Account