How to Set Up thinkorswim® desktop for Stock Trading

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  • Опубликовано: 24 окт 2024

Комментарии • 66

  • @janellequinn
    @janellequinn 5 месяцев назад +2

    I was initially concerned when I learned that my Investment Portfolio was being moved to Charles Schwab from TDA, but after watching hours of tutorials such as this I only wish the change had happened years ago. I have learned a great deal watching the Educational Coaches share their knowledge, and it's evident Charles Schwab cares about their clients when presenting videos such as this. Thank you so very much!

  • @jeffc875
    @jeffc875 10 месяцев назад +10

    I'm new to TOS & Schwab. Please keep videos like this coming. Initially a bit overwhelmed with all the information, but now that I'm getting caught up I appreciate the deep dive into features.

  • @mrrockenrock
    @mrrockenrock 8 месяцев назад +3

    Great full length video to really get us started on TOS! Thanks Jeremy!

  • @ellsworthcorumiii9674
    @ellsworthcorumiii9674 7 месяцев назад +2

    Wow!!! You guys are amazing. So helpful

  • @Cnsalmoni
    @Cnsalmoni 7 месяцев назад +1

    When making the watchlist, please clarify the percent % and description need to be in the order as displayed in the video. Took me too long to figure out the display won’t work if they are switched.

  • @Barker-sf5zw
    @Barker-sf5zw 8 месяцев назад +2

    Has the Fundamentals tab been moved? I don't see it under the Analyze tab.

    • @CharlesSchwab
      @CharlesSchwab  8 месяцев назад +1

      The Fundamentals Tab will only appear when logged in the the "Live" mode. ^BC

  • @NoPoliticalBS
    @NoPoliticalBS 9 месяцев назад +3

    does not match my screens - and scan does not pull any data - I'm in Paper Trading mode - would this be the reason?

    • @CharlesSchwab
      @CharlesSchwab  9 месяцев назад +1

      Thank you for reaching out. We are not sure what is not matching or why a scan is not pulling up data in paper money mode. Please give us one of our specialist directly by phone using 800-435-4000 so we can better assist you. ^BC

  • @elroyblackbean
    @elroyblackbean 11 месяцев назад +3

    Terrific video, great host.

  • @obiwanbenobi4943
    @obiwanbenobi4943 7 месяцев назад +1

    I cannot find a description anywhere of what the different colors mean in Level 2. What does yellow/white mean?
    Also it seems that there is some disagreement as to what the change in colors means on Time and Sales.
    Please explain these in detail. Thank you!

    • @CharlesSchwab
      @CharlesSchwab  7 месяцев назад +1

      Green: Indicates a price is increasing, or "buy orders"
      Red: Indicates a price is decreasing, or "sell orders"
      White: Indicates no change in price
      ^BW

    • @CharlesSchwab
      @CharlesSchwab  7 месяцев назад +1

      Time & Sales
      Blue: Option names indicate call trades
      Purple: Option names indicate put trades
      Green: Indicates that the corresponding option was traded at the ask or above
      Red: Indicates that the corresponding option was traded at the bid or below
      ^BW

  • @dalegene1729
    @dalegene1729 6 дней назад

    I would like to do day trading.Can I use TOS to watch a single stock. like FITB. I want to watch live numbers and be able to trade with a single key stroke.

    • @CharlesSchwab
      @CharlesSchwab  4 дня назад

      Dale, You can use thinkorwsim to watch and number of stocks, futures, and currencies. thinkorswim has the ability to use hot keys which can be programmed for various features including trading. ^CH

  • @dianaliz-williams4297
    @dianaliz-williams4297 7 месяцев назад +1

    I'd like to set up a custom OCO Bracket using percentages instead of dollar values for my sell limit and stop. Is that possible? If so, how would I do that? Thank you!

    • @CharlesSchwab
      @CharlesSchwab  7 месяцев назад +1

      Yes you can! I'm going to paste you a link to a class I taught that shows you how to do that. The activity starts about the 34 minute mark. ruclips.net/video/DakCD2Gi0G0/видео.html

    • @dianaliz-williams4297
      @dianaliz-williams4297 7 месяцев назад

      Thank you! I'll check it out. Much appreciated.@@CharlesSchwab

  • @Forfun0099
    @Forfun0099 8 месяцев назад +1

    I'm new to TOS & Schwab. Following this video, I found a problem and can't reproduce your settings.
    (13:03) Analyze, the "Fundamentals" subtab does not exist.
    Runing W10 Pro E, TOS installed 5 days ago (can't find version number), Paper Trade mode.
    Any thoughts?
    Thanks

    • @CharlesSchwab
      @CharlesSchwab  8 месяцев назад +1

      The Fundamentals Tab will only appear when logged in the the "Live" mode. ^BC

    • @Forfun0099
      @Forfun0099 8 месяцев назад

      @@CharlesSchwab 🙏

  • @lencumbow
    @lencumbow 7 месяцев назад +1

    Great stuff. I slowed the video down to 75%. Much more digestible :)

    • @tonylowery2514
      @tonylowery2514 2 месяца назад +1

      How did you slow the video down?

  • @giantessmaria
    @giantessmaria 3 месяца назад

    thanks, exceptional demo!

  • @lalac9057
    @lalac9057 7 месяцев назад

    SO helpful! Thank you!!

  • @JayVastani1
    @JayVastani1 5 месяцев назад +1

    Is Schwab going to keep this software long term?

    • @CharlesSchwab
      @CharlesSchwab  5 месяцев назад +1

      Yes, Schwab is committed to keeping thinkorswim as one of it's trading platforms. ^CH

  • @JR79511
    @JR79511 2 месяца назад

    I am excited to use OCO.

  • @KevinBrown-ur9ei
    @KevinBrown-ur9ei 10 месяцев назад +2

    So there is no way to put per centage moves on the limit prices ?

    • @CharlesSchwab
      @CharlesSchwab  10 месяцев назад

      There are ways but we can only provide general information and navigational assistance. For specific account questions, please initiate a secure chat through Schwab.com or call 800-435-4000, available 24/7! or join us live on our thinkorswim webcast and ask your question there where we can visually illustrate it.
      Cameron May teaches the thinkorswim class every Monday at 3:00 pm ET. Here is a link to the calendar. ^BC.
      www.schwab.com/schwab-coaching

  • @matthewloving8947
    @matthewloving8947 9 месяцев назад +3

    Infrormation is good but slowing down would be even more helpful so one can see exactly where you are clicking to make the modifications, this is not an intuitive platform

  • @andym5663
    @andym5663 3 месяца назад

    Is there a tutorial for placing intraday stock trades on TS ??

    • @CharlesSchwab
      @CharlesSchwab  3 месяца назад

      Not specifically, but here's one that might be helpful: ruclips.net/user/livegb3CNG8zIPg?si=h4GuvTtzsdWKqUqe ^BW

    • @andym5663
      @andym5663 3 месяца назад

      @@CharlesSchwab : So how do I trade intraday ??

  • @billc3642
    @billc3642 Месяц назад

    Can we get this video in Black and White Background? This white on black is hard for me to read and gives me a migraine, straining to read as he is talking.

    • @CharlesSchwab
      @CharlesSchwab  Месяц назад

      The video was recorded in this format and can't be altered. Perhaps you may be able to adjust settings on your computer to make it easier to see. ^MF

  • @ThinkDecoded
    @ThinkDecoded 5 месяцев назад

    Do you know if thinkorswim is going to enable charts with 30 second candles?

    • @CharlesSchwab
      @CharlesSchwab  5 месяцев назад

      If you are looking for something that updates more quickly than one minute, you can change your time frame to a tick chart. Start at the time frame (like D for daily). Choose time frame in the upper right. In Aggregation type chose tick. Choose tick to get the constant updates. ^CH

  • @BigSpooLee
    @BigSpooLee 7 месяцев назад

    How do I display my postions, while in the trade tab, without having to detach it as a separate window. Like how I have it in SSE.

    • @CharlesSchwab
      @CharlesSchwab  7 месяцев назад +1

      You'll actually need to click on the 'Monitor' tab to see each of your current positions. ^MF

    • @BigSpooLee
      @BigSpooLee 7 месяцев назад

      @@CharlesSchwab forcing us to switch to this platform is terrible. The fact I can't have my positions displayed in the gadget bar, but I can have some silly games is very concerning. This platform is terrible, no matter how you try to spin it with your BS.

  • @ryanwallis
    @ryanwallis 3 месяца назад +1

    You need to slow down when you navigate the page, it's impossible to keep up with you

  • @tbrinkley112
    @tbrinkley112 7 месяцев назад

    HI, great video. How do I change my Schwab account to a cash account?

    • @CharlesSchwab
      @CharlesSchwab  7 месяцев назад

      For specific Schwab account related questions, please call: 1 (800) 435-4000. ^MF

  • @leecheng1999
    @leecheng1999 10 месяцев назад

    Hi, can we open an account if we are base in Malaysia.

    • @leecheng1999
      @leecheng1999 10 месяцев назад

      If yes, what the criteria

    • @CharlesSchwab
      @CharlesSchwab  10 месяцев назад +1

      We do offer foreign accounts but cannot simply say absolutely yes or a no without further information. We do want to answer your question and assist you so please give one of our account representatives a call at 800-435-4000 so they can assist you on a personal level. ^BC

  • @TheIrisGray
    @TheIrisGray 9 месяцев назад

    can I analyze indices like V25 on the app?

    • @CharlesSchwab
      @CharlesSchwab  9 месяцев назад

      Yes, you can analyze indices on thinkorwswim. You pull them from a watchlist you create or select them from the watchlist menu. ^BC

  • @TheIrisGray
    @TheIrisGray 9 месяцев назад

    what is the link to the website?

    • @CharlesSchwab
      @CharlesSchwab  9 месяцев назад

      Here is the link for the thinkorswim software. ^BC
      www.schwab.com/trading/thinkorswim

  • @user_abcxyzz
    @user_abcxyzz 6 месяцев назад

    Why is the web version different than the desktop version. The web version looks like for a toddler...very basic/primitive

    • @CharlesSchwab
      @CharlesSchwab  6 месяцев назад

      thinkorswim web is meant to be a simplified platform. Functionality is constantly being added, but the desktop will typically be the most robust version. ^CH

  • @dks13827
    @dks13827 2 месяца назад +2

    Over over over whelming !!!!!!!!!! My God !!!!!!!!!!!!!!

    • @CharlesSchwab
      @CharlesSchwab  2 месяца назад

      It can be overwhelming when changing platforms. Continue down this path as we have several helps available as you make this transition. Something that may prove helpful is this playlist of videos on designed for those new to thinkorswim. Getting Started with thinkorswim playlist: tinyurl.com/3eax2ftf ^CH

    • @billc3642
      @billc3642 Месяц назад

      @@CharlesSchwab Cant read that crap on the Black back ground, why did you screw us over and do away with the TD Ameritrade platform.

  • @xicoamc
    @xicoamc 9 месяцев назад

    The platform is nice, to0 bad that Schwab are way too lazy or they just don't care about the thousands of customers asking to improve the Hot Keys

  • @anthonyamatrudi8472
    @anthonyamatrudi8472 4 месяца назад

    Try to move a little slower you move to fast for first time users and talk slower

  • @nick1234567891231
    @nick1234567891231 9 месяцев назад +1

    No good platform, useless for stock trading

    • @TheIrisGray
      @TheIrisGray 9 месяцев назад

      hi, do you know if i can analyze indices like V25 on the app?

  • @amirrakha5746
    @amirrakha5746 7 месяцев назад

    I'm new, and this was full-blown terrible. If this is supposed to be for new users, you get an F. Think about the audience. The user is clearly an expert at the product, just not a teacher.

    • @lolday6365
      @lolday6365 2 месяца назад

      What would you recommend?

    • @tonylowery2514
      @tonylowery2514 2 месяца назад

      Greetings, I’m new as well. I wouldn’t say it was horrible but it was advanced but I enjoyed it. The only thing I would suggest and that’s probably with most chart video trainings is the use of a highlighted mouse pointer or make it larger to the audience can track the moves a little easier. Besides that it was good. One more thing, It just may be helpful to show how to reset the chart to default before starting a how to. I accidentally hit some buttons and had a hard time getting my screen back to normal. Thank you for your instruction.