Release Notes

You asked for deeper coverage of Preferred shares, Warrants, and Units. We delivered. You will now find the entire universe of ticker symbols that represent these important share classes.

You will notice the “Stock Types” option at the top of each window now includes the following categories:

• Preferred Securities
• Classes A-Z Shares
• Units
• Warrants

We have added “split-pane” dividers on the Montage, Level 2, and Watchlist frames. This makes it very easy to grab, stretch, and resize the independent sections within each window.

A few weeks ago we rolled out new “auto-save” functionality that automatically remembers the state of all your windows (when closed) as the default settings. While this was received extremely well, we were also told by customers that they did not want this to be mandatory as some prefer to choose when and which feature windows to save as defaults (ie. quick, temporary changes to charts do not necessarily need to be saved as permanent). Our mistake.

We totally understood how we overlooked that detail and how it could be a major pain in the butt for some. So we did something about it.

Auto-Save is now optional and can be turned ON/OFF in your Settings. You will see a toggle option in the ‘Main Settings’ called Auto-Save.

Here is a video explaining it very clearly.

If you prefer reading your instructions on how it works, here they are below:

When Auto-Save is toggled OFF:

1. You will be able to manually set a window’s settings as default from the menu found in the top right corner of each window (top left corner on Mac). 

2. The menu will contain an option at the bottom called “Save as default”. 
    
3. Clicking on this will save that window’s exact state as default for all future openings.

When Auto-Save is toggled ON (blue):

Nothing more needs to be done. Your feature window’s settings will automatically save when the window is closed. If you have multiple same windows opened at the same time (ie. many charts, ) then the last one you close will automatically be remembered as the default for future openings.

Connecting Scanz with TD Ameritrade (ThinkorSwim)

To connect your Scanz platform to your TD Ameritrade (ThinkorSwim) account, follow the steps listed below:

Step 1 : Launch your Scanz platform.

Step 2 : 
Click the green button Trade Now on the LaunchPad.

Step 3: 
Read the Terms & Conditions and check the box at the bottom stating that you fully understand and agree with the Terms. After you check the box the menu at the top will be enabled.

Step 4:
Select TD Ameritrade in the menu and click Link Broker.

Step 5:

The secure TD Ameritrade login window will appear. Enter your TD login credentials and click Login:

Click Allow on the next screen.

The Scanz trading interface will open and trading will be enabled via your TD Ameritrade account:

Connecting Scanz with Interactive Brokers

To connect your Scanz platform to your Interactive Brokers account, follow the steps listed below:

Step 1 :  
Launch your Interactive Brokers platform.

Step 2 :  
From the top menu, select File and click Global Configuration from the drop-down.

Step 3 :  
From the pop-up window, select API followed by clicking Settings.

Step 4 :
(a) Select Enable ActiveX and Socket Clients.
(b) Change the Socket Port field to 7496 (7497 for paper trading accounts).
(c) Click the OK button. 

Step 7 :
Launch your Scanz platform.

Step 8 : 
Click the green button Trade Now on the LaunchPad.

Step 9: 
Read the Terms & Conditions and check the box at the bottom stating that you fully understand and agree with the Terms. After you check the box the menu at the top will be enabled.

Step 10:
Choose Interactive brokers in the menu and click Link Broker.

Step 11:
A small popup window will appear. Select port 7496 and click Submit

The Scanz trading interface will open and trading will be enabled via your Interactive Brokers account: