Scottrader Quote Grid

The Scottrader Quote Grid is the main window from which all other tools and windows can be accessed. The Quote Grid window is fully customizable and can be edited to match your trading preferences. To run Scottrader, you will need to have Java version 1.6.14 or higher installed on your computer. For more information on the Java requirements for Scottrader, visit the Tech Help Center.

From the Scottrader Quote Grid window, you can:

  • Access your balances, open orders, positions and executions information
  • Get detailed quotes for stocks, ETFs, indices* and options
  • Conduct stock research
  • Create and view charts using a variety of indicators
  • Manage your stock lists
  • Place trades
  • Read the latest industry news
  • Search symbols

Note- The volume displayed for the family of Dow Jones Indexes may be truncated. Multiply the displayed number by 100 to determine the precise index volume.

The Scottrader Quote Grid window is designed to reflect market events specific to your interests. You may choose to view your quote grid in a framed or unframed setting. Choosing the framed link in the top right corner of the Scottrader Quote Grid window will enclose all secondary windows in the main Quote Grid window. A framed view of Scottrader enables you to open and close all windows concurrently using the minimize and maximize buttons on the Quote Grid window. The frame can be stretched to fit a single monitor or multiple monitors. An unframed view of Scottrader allows you to control each window individually.

You can also choose to view the Quote Grid window in a standard or icon style using the Settings link in the top right corner of Scottrader Streaming Quotes.

Note- In the icon style, the Preferences link is located in the top left corner of Scottrader.

Set Up Your Quote Grid

To get started, choose one of your stock lists from the My Stock Lists drop-down box.

Any list created on the Scottrade Client Website can be imported to Scottrader Streaming Quotes. For help importing lists, read Managing Your Lists in Scottrader.

Once you have created or imported a list, select that list from the My Stock Lists drop-down menu to see up to 500 symbols listed in the main quote grid. The article Managing Your Lists in Scottrader can help you learn more about symbol lists and lists with more than 500 symbols.

Stock Information on Your Quote Grid

You can determine the type of stock information that will be displayed in your quote grid using the Configure link in the upper right section of the main Scottrader window.

The Quote Grid Configuration box lists the available data fields in the left column. Any data fields that you have selected will appear in the right column. To select or remove a data field from your quote grid, highlight that field in the Quote Grid Configuration box and use the arrows provided to move data fields between the two columns. Once you have made any desired changes, click OK.

To change the order of the data fields displayed on the Quote Grid, you can either click and drag the column header to a new location in the Quote Grid window or open the Quote Grid Configuration box and use the up and down arrows next to the Selected Fields column.

Color codes are used in Scottrader to reflect changes in the Last, Bid, Ask, High and Low fields. For Last, Bid and Ask, a red background color means that the new quote contains a lower price for those fields than the previous trade, and green means that the new price is higher than the last trade. For High and Low fields, a yellow background color means that either the new quote update contained a higher High price or a lower Low price.

To create customized notations for securities displayed on your Quote Grid, open the Configure window and add the Notes field. Once the Notes data field appears in your Quote Grid window, click the blue triangle to create a note for any of the securities in your grid. Notes can reach up to 250 characters.

You can export any information displayed in your Quote Grid, Open Orders, My Positions, Today's Executions or Time & Sales windows to an Excel worksheet on your computer. Exporting market data allows you to save that data and compare it to future market performance.

Freeze Your Quote Grid Columns

In Scottrader, you have the ability to freeze columns in your Quote Grid window. Freezing columns can help you read and track the symbol(s) you're researching.

To freeze a column:

  1. Click the Configure button from the upper right section of the Quote Grid window.

Note- The first two fields (Trading, Symbol) listed in the Quote Grid window are automatically frozen. The fields can be unfrozen at any time.

  1. Click the data field(s) you want to freeze in the Available Fields section.
  1. Move the highlighted data field(s) from the Available Fields section to the Selected Fields section using the arrow buttons between the two sections.

  1. Move the highlighted data field(s) to above the 'Freeze' link in the Selected Fields section using the arrow buttons to the right of the Selected Fields section.

To freeze additional data fields, move the fields to above the 'Freeze' line using the arrow buttons to the right of the Selected Fields section.

To Unfreeze a column:

  1. Click the data field(s) you want to unfreeze in the Selected Fields section.
  1. Move the highlighted data field(s) to below the 'Freeze' line in the Selected Fields section using the arrow buttons to the right of the Selected Fields section.

Note- Data fields from the Selected Fields section can be moved back to the Available Fields section by using the arrow buttons between the two sections.

Navigate the Quote Grid

The Scottrader Quote Grid toolbar groups windows together in three categories arranged by functionality: account management, research and finding opportunities. The graphic below outlines the grouping from which you can access all windows. Account management windows are outlined in red, research windows are outlined in yellow and finding opportunities windows are outlined in green.

You can also access research windows for a specific stock by right-clicking on that stock in the main quote grid and choosing a window from the shortcut list that appears.

Each window in Scottrader has a button with the image of a downward-pointing arrow in the window's top left corner. Click the arrow button to view a list of all open Scottrader windows. Choose any window from the list to bring that window to the front of your screen. To create a stacked view of all your open windows, choose Cascade.

Drag-and-Drop Functionality

View charts, detailed quotes, option chains, news or time & sales for any symbol in your Quote Grid window with a simple click of the mouse. Left-click on any symbol displayed in the quote grid and drag that symbol to an icon in the lower right corner to apply the icon's function to your symbol. For example, if you drag-and-drop symbol XYZ to the icon for detailed quotes, the Detailed Quote window will open with data for XYZ.

There are six icons in the bottom right corner of the Scottrader Quote Grid window - one for each of the following: Charts, Detailed Quotes, Option Chains, Dow Jones News, Time & Sales and deletions (Trash). With the exception of the delete feature, the images on each icon can be matched to buttons at the top of the Quote Grid window. The delete icon is indicated by the image of a trashcan and does not correspond to any of the Quote Grid buttons.

Layout Settings

Click the Preferences link in the top right corner of the Scottrader Quote Grid to adjust your layout settings in Scottrader.

To place a trade from the Quote Grid window, click Quick Trade.

Use the Linker Tool to connect the Quote Grid window to other windows throughout Scottrader.

Accessing Other Scottrader Tools

From the Quote Grid window, you can open other Scottrader tools using the buttons along the top of the window. Customize your display settings and arrange your windows in a layout that works for your trading style.