Platform Tour

Take a guided tour of the FITools platform to understand its layout and key features.

Dashboard Overview

Your dashboard is the central hub of your trading experience. Here’s what you’ll find:

FITools Logo: Click to return to the main dashboard
Search: Find stocks, options, and strategies quickly
Notifications: View alerts and important updates
Account Menu: Access settings and account information

Main Content Area

Portfolio Summary

Total Value: Your current portfolio worth
Day’s Change: Today’s profit/loss
Open Positions: Number of active trades
Buying Power: Available funds for trading

Quick Actions

New Trade: Start a new options trade
Scan Markets: Find trading opportunities
Analyze Position: Review existing trades
View Watchlist: Monitor stocks of interest

Key Sections

1. Portfolio Management

Located in the left sidebar, this section shows:

Current positions with real-time P&L
Position details and Greeks
Risk metrics for each trade
Historical performance

2. Market Data

Real-time market information including:

Stock prices and options chains
Volatility indicators
Market news and analysis
Economic calendar

3. Strategy Builder

Our proprietary tool for:

Creating custom options strategies
Backtesting performance
Risk scenario analysis
Trade optimization

4. Risk Dashboard

Comprehensive risk management featuring:

Portfolio-level risk metrics
Position sizing recommendations
Volatility analysis
Stress testing scenarios

Keyboard Shortcuts

Ctrl + / - Open search
Ctrl + N - New trade
Ctrl + R - Refresh data
Ctrl + H - Go to dashboard

Mobile Experience

The platform is fully responsive:

Swipe navigation on mobile
Touch-optimized controls
Simplified mobile layout
All features accessible

Customization Options

Dashboard Widgets

You can customize your dashboard by:

Adding or removing widgets
Resizing components
Rearranging layout
Saving multiple layouts

Themes and Display

Light/Dark Mode: Toggle in settings
Color Coding: Customize P&L colors
Font Size: Adjust for readability
Density: Choose compact or comfortable view

Data Updates

Real-Time Data

Stock prices update every second
Options data refreshes every 15 seconds
Portfolio values update continuously
News feeds update as events occur

Historical Data

Access to:

Up to 10 years of historical data
Earnings history and projections
Dividend information
Corporate actions

Getting Help

In-App Support

Help Button: Access documentation
Chat Support: Live help during market hours
Video Tutorials: Step-by-step guides
Feature Tours: Interactive walkthroughs

Learning Resources

Strategy Library: Pre-built strategies
Educational Content: Trading guides
Webinars: Live learning sessions
Community Forums: Connect with other traders

Next Steps

Now that you’re familiar with the platform:

Explore your portfolio management options
Try the strategy builder tool
Learn about risk analysis features
Execute your first trade

Pro Tips

Bookmark frequently used pages
Set up alerts for important price levels
Use the search function to quickly find anything
Explore settings to personalize your experience
Check the help section for detailed feature explanations

The platform tour takes most users 10-15 minutes to complete. Take your time to explore each section thoroughly.