Click 'Trade Wizard' on the left hand side.

Select the Strategy option

Select a Strategy from the dropdown.

Here you will see a summary of the scannable rules in the strategy.

Here you will select your scan universe.

Click 'Run Scan' to start the scan.

The stocks that match your scannable rules will be listed below.

Select the stock you want to trade.

A note will appear below indicating which stock has been selected.

Click Next

Select you trading account. Your account size will determine how much you can risk.

If you are trading stocks, you will enter your Risk per trade and Target price.

If you are trading options, Select the options tab.

Select your contract type, Expiration date, and Strike price.

You can also modify your Risk per trade and Target Price.

We will trade stocks.

Once you are happy with the Risk per trade and Target price, click 'Use this Size'.

A draft of the position size will appear below.

Click Next

Here you will see which scannable rules have matched.

You will have to determine if the manual rules have been matched by selecting Yes, No, or N/A .

Click next to continue to the Summary page.

Here you can go back to a previous step by clicking the link for that step,

Here you can see a summary of the settings used in previous steps.

Click 'New trade' to start the wizard over.

Click 'Save to journal' to open the Save to journal dialogue.

Click 'Copy for Broker' to copy a summary of the trade information to your clipboard.

Select an option here to create a new trade note or link an existing trade.

Select an option here to save to the journal as a plan or a trade.

Click 'Save' to send the trade to the journal and start the 'Trade Wizrad' over.