Layout Customization

Click the link at the top of the window to open the Configuration panel.

 

LAYOUT Settings

Quick Reference Sidebar

Select the panels you wish to display in the Quick Reference Panel. See a description of each panel below.

You can also change the order in which they display by clicking on the panel you want to move and using the Move Up and Move Down buttons.

Bottom Panels

If you wish to keep more information at your fingertips, you may choose to Show bottom panels at the base of your StreetSmart.comĀ® window.

You may choose two of the following panels:

  • Positions - Shows your open positions
  • Watch List - Displays the watch list of your choice
  • Level II & ECN - Displays ECN book and Level II data, as well as time & sales data, for the stock of your choice.

Restore defaults

Restores the default Layout settings.

 

Quick Reference Panels

Indices

Displays a customizable list of indices and the price in the title bar of the software, including change from close, and percent change from close for each.

Click Add Index in the Indices Panel to open the Indices Configuration panel where you can add or remove symbols. It also includes a Lookup feature to help you find the correct index symbols.

Balances

Displays basic balance information for your account, such as buying power, change in value, margin available, and more.

Also includes links to the full Balances tab and the Positions tab.

Quick Quote

Provides access to Level I quotes for stocks, options, and indices.

Enter a symbol and click Get Quote. If you don't know the symbol, click Symbol Lookup to search for it based on the company or index name.

Clicking Trade, Chart, or News will open those tabs with the current symbol pre-loaded. The More... link provides quick access to research, option trading, and Level II data for the current symbol.

Quick Trade

Allows you to quickly enter a stock or option trade in StreetSmart.com without going through the Trade tabs.

Complete the fields and click Verify or Place Order (if you have order verification disabled) to initiate the order. For more information about order routing selections, such as Venue, Type, Action, etc., visit the Trade Stocks or Trade Options topics.

Order Status

View the status of your open orders. Includes a link to the Order Status & Messages tab to see the full Order Status display.

Alerts

Shows the five most recent alerts created, and allows you to click or right-click on an individual alert to Edit, Remove, or Activate it.

News

Shows the two most recent headlines for the symbol entered. Click All News to see the full story in the News tab.

Charts

Shows a thumbnail chart of the selected symbol, including the ability to adjust Time Frame and Frequency. Click Full Chart to open the symbol in the Chart Tab.

Positions

Shows the first 10 positions as they display in the Positions tab. If you change the sort order on the Positions tab, the change will be reflected here. Click Full Positions to open the Positions Tab.

Watch List

Shows the first 10 symbols of the selected Watch List. Choose a saved list from the drop-down menu. Go to the Watch List tab to change the sort order of the list, as well as to add or delete symbols from the list.

Click a symbol to access links for trading, charts, news, and more for each symbol. Click Full Watch List to open the Watch List tab.

Stock and/or option symbols and price and volume data shown here are for illustrative purposes only. Charles Schwab & Co., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.