Security Grid (refer to the picture below) is the main part of the Security View where users are able to manage symbols.

Part One: Overview the Security Grid.

This part will show you the main function of each section.

Section 1: Group By Panel

Drag a column header here to group by that column.

Section 2: Symbol Grid

Symbol Grid helps the users view the symbols.

Section 3: Quick Access Bar

Click one alphabet button to go to the specific trades beginning with the specific alphabet.

Section 4: Meaning of Column Headers

Column Headers Basic Function
Symbol Name Security Ticker Symbol
Underlying Stock The stock on which an option is written, giving the option holder the right to buy or sell.
Type Security Type:

  1. Stock
  2. Stock Call Option(STK Call Option)
  3. Stock Put Option(STK Put Option)
  4. Stock Future(STK Future)
  5. Fund
  6. Commodities
  7. Currency
  8. Section.1256 Future(Sect.1256 Future)
  9. Section.1256 Call Option(Sect.1256 Call Option)
  10. Section.1256 Put Option(Sect.1256 Put Option)
Rate An option has a 100 “Rate” which means an option contract is for 100 shares of the underlying stock
Strike Price The strike price of the underlying stock in the option or future
Expire Date Expire date of option or future.
Exchange Market The exchange market where you bought the financial product. For instance, NASDAQ
Notes Any information of the product.

Part Two: How to view and append a symbol?

This part will show you how to view and append a symbol.