Getting Started With thinkorswim® web

Schwab's thinkorswim^® desktop platform is comprehensive and customizable but also complex. For a more streamlined experience, the web version offers access, monitoring, and the most essential trading tools from any device.

The default view after login is the 🅐 Positions panel. Here you'll see:

• Your 🅑 Account Summary, where you can toggle between Live Trading and paperMoney^®, the thinkorswim virtual trading platform. From there, choose All Accounts or a specific account to check your account value, buying power, total cash, and daily profits or losses.
• Your account 🅒 Activity and Positions.
• Your 🅓 Watchlist, where you can select an existing or custom watchlist from the dropdown or create a New Watchlist.

To explore a specific stock in your Watchlist or Positions list, click its symbol to reveal the 🅔 Trade panel, where you can view 🅕 stock information, including:

• Quote Details, such as earnings per share, market capitalization, trading volume, yield, and more.
• Analyst Reports from a variety of sources, including Argus, CFRA, Morningstar, Schwab Equity Ratings, and more.
• Fundamentals, including metrics such as cash flow per share, financial leverage, gross profit margin, return on equity, and more.
• Option Stats, which breaks down volume of puts versus calls traded.

To place a trade, click the 🅖 Buy or Sell button, which will reveal the trade table at the bottom of the screen. From there you can:

• Adjust the order quantity.
• Change the order type and set the order expiration.
• Set other criteria, such as contingencies, conditions, and advanced orders.

For those who use technical analysis to inform their trades, the 🅗 Charts panel offers simplified charting tools with the 🅘 Studies and Drawings features front and center.

And to further research stocks using a variety of financial, valuation, and technical criteria, the 🅙 Scans panel offers dozens of Scan Filters to narrow your list.