The Next Generation Stock and Options Trading Platform


Fast, Easy, Highly Visual

Designed with simplicity and speed in mind, we deliver information only when you need it. Starting with a visual overview of the broad market with the ability to drill down to the level of detail you want.

Intelligent Research

Using our dashboards, you understand more about the company faster. With proprietary rankings, you will see a well-rounded view of charts, Insider and Institutional trading, valuation, and fundamentals.  It’s all here – organized intelligently!

Finding Opportunity

Finding the right opportunity is the key.  OTA Trade offers advanced screeners by combining various points of market data. It’s comprehensive, unique, and broad-perspective research.  Search on!


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The Platform uses multiple data sources and intelligent calculations to find diverse ideas for the market.  You can now find companies with algorithms based on fundamental data, institutional interest, earning potentials and chart patterns – all within one scan.


Take the idea to the next level with advanced strategy screeners. Is the market positioned for straddle or condor before Earnings? What are the covered call candidates and entry points?  Strategy screeners take the guessing out of the trade.

Event Calendars

Identify upcoming Earnings, Dividends, and Splits.  Never miss a market driving event.
Plus see how past events impacted the stock right on the chart.


Create custom screeners from over 200 data points. Set your filters, see your results.
With data covering charting, fundaments, institutional holdings, and even advanced options data, the Screener is a powerful way to find stocks that fit YOUR custom criteria.
Save your screener for future use to get your results in just a click.


Extensive options functionality. Powerfully designed to be simple to use and full featured.


Risk Graph with P/L zones

Compare multiple trades at once

See multiple time periods of a trade


Overlay different strategy risk graphs

Cost analysis comparison

Compare multiple trades in back tester too


Over 20 Strategy Templates

Visual Performance Channels

Complete Calculations Displayed


Backtesting as easy as 1,2,3

1. Select start date  2. Create trade(s)

3. Select analyze date

Profit / Loss calculated and graphed

TRADE JOURNAL:  Powerful, Comprehensive, and Automatic

Journaling Made Easy

A common denominator of most successful, effective traders:  Journaling

Benefits of Journaling:

Removes emotion from trades
Further ingrains learning a strategy
Identify patterns of strength
Pinpoints opportunities for improvement
Improves decision making
Helps you achieve your goals
OTA Trade offers Auto-Journaling, making it easier to track your progress, while giving you the ability to add notes and tags for further customization.

Understand Your Results

On The Go with Mobile Apps

We have native mobile apps for Android, iPhone, and iPad users that include all of the same features of our browser and desktop applications.

Seamless Transfer to Mobile

We made a unique mobile experience that works the same as browsers and desktop versions so you don’t have to learn a different interface.

Global Themes

Pick a color scheme and it transfers to all versions of the app. We support everything from light to dark and all shades in between.

Sideways Chart Scrolling

Turn your phone sideways and you’ll get a bigger version of the chart you are viewing, plus side scroll to jump to the next stock in your Watchlist.

More Than Adaptive

With native apps for phones and tablets, we have optimized screen layouts for each product. Every inch of your screen matters.

Trading Requires Skill

Integrated with Your Broker

Trade Directly from the Platform

Not Ready to Risk Real Cash?

Virtual Trading Account Included.


Presents Fast, Accurate Views of the Markets
Allowing You to Evaluate and Profit in Any Market


The Dashboard:
Technical Analysis, Insider and Institutional Activity, Valuation,
Projected Price, Fundamental Analysis.
Deciding your action has never been easier.


Simple, yet Comprehensive Charts
Customize Indicators, Create Multiple Profiles
Display Trades, Journal Entries and More


Multiple Tools to Analyze & Manage Trades
Compare Multiple Strategies in a SNAP
Over 20 Templates Available for any Outlook
Backtest Trades for Instant Feedback


Use the Journal and Analytical Tools to Identify
Strengths, Reinforce Strategy Comprehension,
Reach Goals and Track Your Progress


Build and Edit Multiple Watch Lists
Don't know the Symbol? No Problem!
Multi-Select Symbols from List or Tile View
Navigational Platform using the many Icons


Dozens of Scans for Market Outlook and Events
Keep Your Favorite Scans in One Place
Scans include Description and Application
Calendar, Heat Map & Spectrum for More Ideas


Powerful Market Performance Views
Ability to Drill-Down from Index to Industry
to Stock Detail.
Edit View by Time-Frame, Criteria, Share Price
Volume, Market Cap and More...

Customer Rating of Features

Ease of Use

Stock Functionality


Options Features



Love the platform, especially how user friendly it is.

Ann W

I like it a lot and I like the scans,

Daniel A

So much useful information

Barbara M

I like it. great functionality.

Kathy W

I like the clearness of the main page. Easy to use.

Beatrice F

It is easy to use and the different layers to get more specific information

Ben M

Very Easy to navigate through

Catherine T

Great. Scans and Research

Robert F

I like the ability to make trades and see how they do without having money in the game yet

Brad B

I find the Scans to be a valuable feature. I also appreciate the Journal.

Bruce S

It has LOTS of information.

Carla J

Spans beginner to expert use - amazing - so grateful for it!!!

Carolyn S

It's fantastic

Wilson M

It is a great tool/

Cindy S

I find it amazing. Navigation is great and the depth of available information is helpful.

Carolyn C

It's amazing. I'm impressed by how much I can note what I've done, and personalizing what I see and how it's displayed.

Carolyn C

it provides a lot of info and the charts are clear and easy to evaluate

Claudy Z

The amount of helpful information.

Daniel S

I like the amount of information given.

Daniel S

Love it. Easy to use. Large variety of features.

Darla V

Very comprehensive. I like that you can get deeper as you want or see surface levels quickly

David C

the platform is easy to navigate

Melvin N

informative, depth of information

Steven P

best I've seen

Dr N

easy to use, the thing i like best is the way you can go back and forth between items and the depth of research that one can do.

Don H

There is so much information available and many ways to display. I need a bigger monitor!!!

Donna D

Love it! User friendly

Maria E

Various levels - overview to detail

Eric G

I like the scans and the journals

Eric G

I like all the research that can be done and the ease to move from screen to screen

Shon F

It's the best I've seen, exceeds anything I might try to conceive to make me a better trader.

Jon H

What I like most is all the information it provides in finding and evaluating stocks/options.

Daniel D

I think the platform is excellent

Ihor W

I've become quite familiar with it and like it.

Ihor W

The variety of screens to help get to the right decision and the journal.

Jim P

The Platform is awesome.

Joe S

I like the scans - journaling - heat map and research and more and more

Joan D

It's very detailed and very informative

Joseph P

Great! Like scans and training on strategies.

John M

Enormous amounts of data in very accessible formats.

Jonathan B

Great platform with a lot of tools

Karsten K

I like all the detail available if you want it and all the simplicity available at a glance.

Katherine H

very thorough, like the various 'roads' to get to a destination and how each 'road' is connected/intertwined; love the journal feature!


I think the platform is intuitive and easy for a complicated topic. There are several ways to get your desired result.

Lenaya T

very powerful with all the information you need

Jeff L

lots of information. very good platform

Lucy J

It is visually informative. The simplicity of the elements decrease visual confusion and allow for clear thinking toward a successful decision.

Lynniel V

All the detailed research and particularly the scans to help find valid options to trade.

Marilyn I

yes I like it, everything

Michael B

very good, how it pretty much covers everything

Thomas M

very good, very detailed

Thomas M

The platform is easy to use and is loaded with features and information.

Michael N

I like how comprehensive it is and how it ties directly to accounts to accelerate/automate the trades and keep a journal you can tag

Stephanie Z

I like the platform's layout, I can go directly to the area I need through the tabs at the top. This makes it easy to quickly check on the info I need.

Maria F

the high amount of detailed information

Nick S

the high amount of detailed information

Nick S

It is an amazing tool for assessing the stocks for trade decisions.

David A

very easy to use. good information and presented clearly

Paul S

The integration with my TD Ameritrade account is seamless. The overall platform is very user friendly.

Ricky S

What great thought was put into this platform. It is tremendously complex, but not intimidating.

Rich O

Really robust and the UI is the best I've seen compared to other platforms. Love the backtesting too. I feel like I have a secret tool.

Vik V

easy and clear to use

Selane T

Yes, Like the platform very much. Journal and trading with broker in paper trade and live account.

Sharlene T

It's very helpful in cutting down time on trying to find potential stocks to trade.

Sharon R

I am learning daily more ways to use it, I like it's capabilities

Raymond S

Very functional, extremely versatile

Scott S

love it! ease of use

Lawrence R

very informational at a glance, really like the dashboard feature and heat map

Steve K

like the color coding to track trades, love the insight feature

Suzanne E

It's very comprehensive

Sylvain C

it was made perfectly for trading

Mark W

I think its great ... so many useful tools ... love that you are doing this education

Tess H

finding so many useful tools ... the info on journaling is priceless!!

Tim C

Easy to navigate even for the inexperienced

Timothy C

Great! Like scan's and research.

Tim C

This program is easy to use.

Tony H

I can find just about anything to do with trading within the platform.

Jimmy L

The fact that the platform will not give me whiplash trying to do different things on different tabs, I really like the ease of use

Wes M

Love the platform: color coding and visual aids: depth and breadth of tools and choices. We only work with options.

Jill M

Incredible. Everything is there.

David W