At A Glance Authenticated Home 3URGXFW (YROXWLRQ Highlights • module design specifications
Known Issues • all content and labeling is for position only. • consolidating watchlist and positions pie chart? • added Spies, Portfolio, Performance as concepts • Need a system (icon) for contextual help
CONFIDENTIAL - INTERNAL USE ONLY
Interface framework
Product Evolution Broker/Dealer Conversion (3/29/2006) phase 1) Enhanced Homeland* Global nav
Balances
Future
phase 2) New Modules*
performance Indices portfolio composition (XRay)
recent orders
Functional Annotations
phase 3) Conditional Views*
Welcome to TDAMTD
Balances
Indices
recent orders spies
watchlist amerivest
news
screeners
watchlist
news
demo - view short presentation on how to best use this module.
screeners
customize - default to some present based on who we think you are.
performance
* client can arrange the modules and edit each module’s content.
SnapTicket/Quote bar
portfolio composition (XRay)
spies
amerivest CONFIDENTIAL - INTERNAL USE ONLY
Interface framework
UI Anatomy: Homeland Functional Annotations
Template
Modules
Global nav
Global nav
Content styles (exceptions and deviations are expected)
[module title]
edit content | related link
[module title]
edit content | related link
page function | page function | page function
object 1
A
object 2 Content
mode 1 (default) | mode 2 | mode 3 | mode 4
object 3
B
View more of XXXXX
object 4 [module title]
edit content | related link
view: XXXXX-XXXX
Snapticket/Quote bar
Snapticket/Quote bar C
View more of XXXXX
CONFIDENTIAL - INTERNAL USE ONLY
At A Glance Page Views
CONFIDENTIAL - INTERNAL USE ONLY
Frame Layout Profile & Preferences | Help Switch to:
Search Site
logout
XXXXX-XXXX
Get Quote(s)
ex. what is margin trading?
Go
ex. MSFT, +IBMAT
Go
find symbol
Home
Portfolios & Accounts
Shortcuts:
News & Research
Trades
S&P Stock Research
Market Data Tools
Tradecentral Classic
Ideas
Stock Screeners
Sector/Industry
edit | details
Net Value
Page description: Worst case scenario if ALL indicies displayed (for more detail see homeland_module_account)
customize | print page
Last login: XX:XX AM, MM/DD/YY
Account Value: $XX,XXX,XXX.XX
edit
Functional Annotations
Check out what’s new today
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins.
Good Morning, [David]
Customer Service
Planning
Market Snapshot
edit | details
Today
Frame 1
Cash balance
$XXX,XXX.XX
$XX.XX
Margin balance
$XXX,XXX.XX
Avail. for trading
$XXX,XXX.XX
$XX.XX
trade
Avail. for withdrawal
$XXX,XXX.XX
$XX.XX
withdrawl
Unsettled cash
$XXX,XXX.XX
$XX.XX
deposit
Deposits & Withdrawls
Amount
Date
[Transaction type]
$XXX,XXX.XX
MM/DD/YYYY
$XX.XX
DJIA S&P 500 NASDAQ
contextual promo 1
Last XX,XXX.XX XX,XXX.XX XX,XXX.XX
Chg XX.XX XX.XX XX.XX
Chg% XX.XX XX.XX XX.XX
contextual promo 2
Frame 1:Global navigation, and persistent display of date, time, and market close info. NOTE: May require use of nested frame to scroll content when more than 5 items are displayed. Approximate page fold @ 8x6 Frame 2: SnapTicket/Quote bar
Recent Orders
edit | view all orders
Order No.
Action
Qty
Symbol
Price
Date/Time
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
Frame 2
Quote/SnapTicket
CONFIDENTIAL - INTERNAL USE ONLY
View: default (with messaging) Profile & Preferences | Help Switch to:
2 XXXXX-XXXX
My shortcuts:
logout
Get Quote(s)
ex. what is margin trading?
Go
ex. MSFT, +IBMAT
+
Go
find symbol
1 Portfolios & Accounts
Home
Search Site
News & Research
Trades
Stop-Limit Order
Market Data Tools
Tradecentral Classic
Ideas
Confirmations (60 days)
Account Balance
11
edit
3 Check out what’s new today
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins. | XXX Free Trades
Good Morning, [David]
Customer Service
Planning
Last login: XX:XX AM, MM/DD/YY
12
edit | more details
5
Net Value
Market Snapshot
$XXX,XXX.XX
$XX.XX
Margin balance
$XXX,XXX.XX
$XX.XX
Avail. for trading
$XXX,XXX.XX
$XX.XX
Avail. for withdrawal
$XXX,XXX.XX
$XX.XX
withdrawl
Unsettled cash
$XXX,XXX.XX
$XX.XX
deposit
Deposits & Withdrawls
Amount
Date
[Transaction type]
$XXX,XXX.XX
MM/DD/YYYY
DJIA S&P 500 NASDAQ
contextual promo 2
Last XX,XXX.XX XX,XXX.XX XX,XXX.XX
Chg XX.XX XX.XX XX.XX
Chg% XX.XX XX.XX XX.XX
contextual promo 2 9
Recent Orders
2.
If user has multiple accounts menu displays a list allowing him to toggle between portfolios (see page 12).
3.
Displays a popup with release notes and other non-transactional information. Merger sitelet would be available in this tray.
4.
Revise layout, and choose a predefined color scheme or create your own for this page.
5.
Click title to view more detail - e.g., full page
6.
Hi-level summary of intraday account value. Links to more info or common goals are readily available. (Attributes may grow to 6-8 depending on account. Display rules required.)
7.
Visualization of market performance. Click chart to navigate to charting tool.
8.
Displays last 5 open & filled orders. Order number links to OS. Symbol links to quote detail page. (Note: FILLS ONLY if scope is a problem)
9.
Links to appropriate page. Allows user to set display rules (e.g., last 5))
edit | view all orders
contextual message
XXXXXXXXXX
Provides summary of information most frequently used. User may select 4 persistent links from popup menus offering a list of all content/pages within the site. Date, time, market countdown, and when applicable free trades.
7
trade 6
Order No.
1.
edit | detach
Today
Cash balance
Page view: Client with multiple accounts, and with messaging displayed
customize | print page
System message 4
Account Value: $XX,XXX,XXX.XX
Functional Annotations
Action 8 BUY
Qty
Symbol
Price
Date/Time
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details 10
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
You have: XX stock, XX option, XX mutual fund orders in Order Status.
10. If OPEN, cancel and edit rules apply (note: requires careful differentiation between these RO’s and OS’s value -- very risky). If FILLED, click INFO to view order details in Order Status. EDIT focus OS display on that item, end of sequence resolves to OS, not homeland. Assume order mgmt is the goal. 11. User’s first name, not username. 12. CUSTOMIZE presents a page allowing the user to configure the layout, content modules (see page 9), and other contextual settings. PRINT prompts user to output page to printer.
Quote/SnapTicket CONFIDENTIAL - INTERNAL USE ONLY
View: default (cont’d) 1 edit | new watchlist
Watchlist: Top 5 from [list name] Percentage Change in Price
Symbol
Last
Change($)
XXXXXX
XXX.XX
XXX.XX
trade
XXXXXX
XXX.XX
XXX.XX
trade
XXXXXX
XXX.XX
XXX.XX
trade
XXXXXX
XXX.XX
XXX.XX
trade
XXXXXX
XXX.XX
XXX.XX
trade
Cash XXXXX XXXXX XXXXX XXXXX XXXXX
20% 40% 30% 10% 02% 01%
View all items (22) | edit list
News:
Current Market
2
Functional Annotations Page description: At-a-glance page (cont’d) 1. Toogle between watchlist. Default list is the account positions. Percentage change of selected list is visualized in pie chart. EDIT offers preferencs for the module’s content. 2. 3 views of headline news. Click to view headlines in module (tabs). Click headline to view full article in research > symbol > news template.
My Positions
Watchlist: [list name]
edit | view all news
J&J Suggests It Won't Raise Guidant Offer - AP - 27 minutes ago Diversified health care products maker Johnson & Johnson said on Tuesday that its renegotiated offer for heart device maker Guidant Corp. is fairly valued and that it remains committed to the deal, one day after Guidant received a higher bid from Boston Scientific Corp. NYSE Members to Vote on Archipelago Deal - AP - 1 hour, 8 minutes ago Members of the New York Stock Exchange were expected Tuesday to approve the acquisition of Archipelago Holdings Inc., a move that would turn the Big Board into a for-profit enterprise with hightech computerized trading capabilities. Stocks Rise on Sharp Jump in Productivity - AP - 1 hour, 39 minutes ago A sharp jump in industrial productivity, the biggest surge in two years, lifted stocks Tuesday, allowing investors to find bargains after the previous session's decline.
All current market headlines...
contextual promo 1
contextual promo 2
Quote/SnapTicket
CONFIDENTIAL - INTERNAL USE ONLY
View: release notes Search Site
Get Quote(s)
2 & positions. • See your cost basis in balances
ApexLIVE WEBCAST Go Go F E AT U R E S Toolshop in Washington, D.C. find symbolon [Month, MM/DD/YY • Consolidate your accounts in 3 easy steps Learn the latest trading Portfolios & Quotes & News & Market Data Date]. Investment Planning & strategies Client Next update: At A Glance Home 4 Accounts Trades Research Tools Ideas Guidance Service • Trade Triggers for options from industry leaders, and how to MM/DD/YY Sneak preview implement them. Balance Register today. My shortcuts: Stop-Limit Order Tradecentral Classic Confirmations (60 days) Account
NEW SITE
3
More updates...
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins.
Good Morning, [David]
1
Hide what’s new today
Last login: XX:XX AM, MM/DD/YY
Account Value: $XX,XXX,XXX.XX
customize | print page
edit | more details
Net Value
Market Snapshot
Functional Annotations Page description: user has elected to view what’s new 1. click tab to hide information. Label communicates appropriate call to action. 2. Click item to view page with annotated help enabled on initial view. More updates links to release note page.
edit | detach 3. Click sneak preview to view page featuring screen shot with callouts indicating what’s changing and why it’s valuable to the client.
Today
Cash balance
$XXX,XXX.XX
$XX.XX
Margin balance
$XXX,XXX.XX
$XX.XX
Avail. for trading
$XXX,XXX.XX
$XX.XX
trade
Avail. for withdrawal
$XXX,XXX.XX
$XX.XX
withdrawl
Unsettled cash
$XXX,XXX.XX
$XX.XX
deposit
Deposits & Withdrawls
Amount
Date
[Transaction type]
$XXX,XXX.XX
MM/DD/YYYY
4. Marketing messages link to client offers page. DJIA S&P 500 NASDAQ
contextual promo 1
Last XX,XXX.XX XX,XXX.XX XX,XXX.XX
Chg XX.XX XX.XX XX.XX
Chg% XX.XX XX.XX XX.XX
contextual promo 2
Recent Orders
edit | view all orders
Order No.
Action
Qty
Symbol
Price
Date/Time
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
You have: XX stock, XX option, XX mutual fund orders in Order Status.
Quote/SnapTicket CONFIDENTIAL - INTERNAL USE ONLY
View: home > preferences Profile & Preferences | Help Switch to:
Search Site
logout
XXXXX-XXXX
Get Quote(s)
ex. what is margin trading?
Go
ex. MSFT, +IBMAT
+
Go
find symbol
Home Open Account
Portfolios & Accounts
Trades
Security Center
News & Research
Technical Support
Market Data Tools
Contact Us
Ideas
Planning
Customer Service
Page view: Client has clicked PREFERENCES in global nav.
About Ameritrade
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins. | XXX Free Trades
Functional Annotations
Check out what’s new today
Personal Preferences
1.
Links to sub-section page (see page 10) and starts edit sequence.
2.
visualize task with conceptual image or tight crop of interface.
Homepage | Web Site | Trading | Communication | Profile | Exchange Agreements | Subscriptions 1
Configure homepage Customize the page and get everything you need when you login.
Personal Profile/Info. Change your address, email, and other important information.
Trade Settings Setup trading preferences that work for you.
Change communication Receive all your paper mail electronically.
Exchange Agreements
Customize Web Site
Ensure you’re getting the best quotes by signing these agreements.
Change login preferences and other aspects of the website to meet your needs.
Subscriptions Manage your subscriptions easily.
Quote/SnapTicket
CONFIDENTIAL - INTERNAL USE ONLY
View: home > preferences > homepage Profile & Preferences | Help Switch to:
Search Site
logout
XXXXX-XXXX
Get Quote(s)
ex. what is margin trading?
Go
ex. MSFT, +IBMAT
+
Go
find symbol
Portfolios & Accounts
Home Open Account
Security Center
News & Research
Trades
Technical Support
Market Data Tools
Contact Us
Ideas
Planning
Homepage
Functional Annotations Page view: Client has clicked CUSTOMIZE on homepage.
About Ameritrade Check out what’s new today
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins. | XXX Free Trades
Personal Preferences
Customer Service
1
1.
Categories are separated to allow for additional information and instruction on each page.
2.
Each module illustration has enough detail to communicate it’s value. User may click to spawn popup window with screenshot of module. 1 module must appear in layout.
Web Site | Trading | Communication | Profile | Exchange Agreements | Subscriptions
Select the content for your homepage by dragging the one(s) you want and arranging it on the page. Save your layout to update your homepage. Accounts Brief description. Click image to view sample.
User must drag the image to the page model on the right. Then place the image in one of 5 available spaces. If only 1 module is added to the layout it will automatically appear in the initial space. User cannot leave empty spaces. The user may remove modules by drag it back to it’s space, or off of the page layout. A module will magnetically return to it’s original space if it is not in the layout. When a modules is placed in the layout, it’s original space remains empty.
2
Shortcut: click the module to edit it.
Market Snapshot Brief description. Click image to view sample.
3.
3
Recent Orders Brief description. Click image to view sample.
When 2 or more spaces are filled the user can drag modules up and down the layout. If occupied, the moving module (A) acquires the new space and the previous occupant (B) is forced below or above depending on direction of Module A. After being placed in layout, a message is displayed to user informing him of the shortcut to edit the module’s content. If he chooses to edit (see page 21) sequence resolves to point of orgin (e.g., either homeland or homepage preferences).
Watchlists Brief description. Click image to view sample.
When user returns, his preferred modules display in the order he saved. Modules original locations remain empty to communicate the option to remove up to 4 modules at any time.
News Headlines Brief description. Click image to view sample. 4.
View a list of recommended layouts
SAVE
4
Cancel
Button activation follows existing design pattern (grayed out until needed). Save and cancel returns user to previous state. When saved, homepage is immediate available as preferences in layout.
Quote/SnapTicket
CONFIDENTIAL - INTERNAL USE ONLY
At A Glance Global Navigation
CONFIDENTIAL - INTERNAL USE ONLY
Global Nav: behavior 1
Default Portfolios & Accounts
Home object 1.1
object 1.2
Trades object 1.3
News & Research
Market Data Tools
object 1.4
object 1.5
Ideas object 1.6
Planning object 1.7
Customer Service object 1.8
edit
object 1.1
2
Page description: nav display 1. Home is default display upon login
Browse... Home
Functional Annotations
Portfolios & Accounts object 1.2
Trades object 1.3
News & Research
Market Data Tools
object 1.4
object 1.5
News & Research
Market Data Tools
object 2.4
object 2.5
News & Research
Market Data Tools
object 2.4
object 2.5
News & Research
Market Data Tools
object 2.4
object 2.5
News & Research
Market Data Tools
object 2.4
object 2.5
Ideas object 1.6
Planning object 1.7
Customer Service object 1.8
edit
2. No rollover - 2 clicks to view page 3. Reinforce options with rollover (highlight or state change) prior to selection. Maintain visual priority to communicate current location - e.g., “you are here”.
Choose (click 1) - show second row Home object 2.1
Portfolios & Accounts object 2.2
Trades object 2.3
Ideas object 2.6
Planning object 2.7
Customer Service object 2.8
Browse... Home object 2.1
Portfolios & Accounts object 2.2
Trades object 2.3
Ideas object 2.6
Planning object 2.7
Customer Service object 2.8
Browse... Home object 2.1
3
Portfolios & Accounts object 2.2
Trades object 2.3
Ideas object 2.6
Planning object 2.7
Customer Service object 2.8
Choose (click 2) - view page Home object 2.1
Portfolios & Accounts object 2.2
Trades object 2.3
Ideas object 2.6
Planning object 2.7
Customer Service object 2.8
CONFIDENTIAL - INTERNAL USE ONLY
Global Nav: a) unauthenticated 1
Get Quote(s)
Open an Account | Get Advice
+
ex. MSFT, +IBMAT
Go
find symbol
2
Home
Portfolios & Accounts
Getting Started
News & Research
Trades
Pricing & Fees
Market Data Tools
10-Sec Guarantee
Ideas Rollover Your IRA
Page description: nav display
Customer Service
Planning
Functional Annotations
1. as it appears on TDWaterhouse
About TD Ameritrade 2. secondary links are relevent to marketing content that supports the customer’s experience and promotes satisfaction. link to advisor/retail assistance - humans)
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins. UserID/Acct #:
6
3. secondary links become SHORTCUTS when authenticated. user may choose to EDIT the links and select his 4 favorites.
Password:
Choose a start page
4. if client has multiple accounts, display all account numbers and allow client to select one to view the assets and holdings within that account
Logon
Forgot UserID/password?
5. single account: display link to profile page from account number. present link to OPEN ACCOUNT to open new acount. LINK TO... enables the user to link additional accounts to the account he’s currently viewing.
Help with logging on
6. unsecure logon interface as it appears on TDWaterhouse and Ameritrade
b) authenticated (linked to 1 or many) 4
Profile & Preferences | Help
Switch to:
Search Site
logout
XXXXX-XXXX
Get Quote(s)
ex. what is margin trading?
Go
ex. MSFT, +IBMAT
+
Go
find symbol
Home
3 Shortcuts:
Portfolios & Accounts
News & Research
Trades
Stop-Limit Order
Tradecentral Classic
Market Data Tools
Ideas
Confirmations (60 days)
Planning Account Balance
Customer Service edit
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins. | XX Free Trades
c) authenticated (non-linked) 5
Open an Account | Link to...
XXXXX-XXXX logout
CONFIDENTIAL - INTERNAL USE ONLY
Last 5 Quotes (unauthenticated) 1
Get Quote(s)
Open an Account | Get Advice
ex. MSFT, +IBMAT
+
Go
find symbol
Home
Portfolios & Accounts
Getting Started
Trades
Pricing & Fees
News & Research
Market Data Tools
10 Sec Guarantee
Ideas
Rollover Your IRA
Planning
Customer Service
1. click + (e.g., quote memory) to display menu. appears inactive until user enters a quote and searches. when mouse is over inactive icon, tooltip should read, “last 5 quotes”. 2. display last 5 quotes searched. no more than 5. if user searches for multiple symbols remember first 5 only.
2Get Quote(s) Open an Account | Get Advice
Go ex. MSFT, +IBMAT RECENT QUOTES (MM/DD/YY) Symbol
Portfolios & Accounts
Getting Started
Trades
Pricing & Fees
News & Research
Market Data Tools
10 Sec Guarantee
Page description: user is viewing the last 5 quotes he searched.
About TD Ameritrade
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins.
Home
Functional Annotations
Ideas
Rollover Your IRA
Last
+
Go
find symbol Chg%
GE XX.XX XX.XX & Customer IBM Planning XX.XX XX.XX Advice Service +HDVXX XX.XX XX.XX XXXXXX XX.XX XX.XX XXXXXX XX.XX XX.XX About TD Ameritrade
3. End sequence: rollover item row and click to navigate to the items quote detail page 4. Exit sequence: click checkbox to close window.
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins.
3 Open an Account | Get Advice
ex. MSFT, +IBMAT + RECENT QUOTES (MM/DD/YY) Symbol
Home
Portfolios & Accounts
Getting Started
Trades
Pricing & Fees
News & Research
Market Data Tools
10 Sec Guarantee
Ideas
Rollover Your IRA
Get Quote(s) Last
Go
Chg% find symbol
GE XX.XX XX.XX Customer & IBM Planning XX.XX XX.XX Service +HDVXXAdvice XX.XX XX.XX XXXXXX XX.XX XX.XX XXXXXX XX.XX XX.XX About TD Ameritrade
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins.
4
Get Quote(s)
Open an Account | Get Advice
ex. MSFT, +IBMAT + RECENTGo QUOTES (MM/DD/YY) Symbol
Home
Portfolios & Accounts
Getting Started
Trades
Pricing & Fees
News & Research
Market Data Tools
10 Sec Guarantee
Ideas
Rollover Your IRA
Last
Go
Chg% find symbol
GE XX.XX XX.XX & Customer IBM Planning XX.XX XX.XX Service +HDVXXAdvice XX.XX XX.XX XXXXXX XX.XX XX.XX XXXXXX XX.XX XX.XX About TD Ameritrade
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins. CONFIDENTIAL - INTERNAL USE ONLY
At A Glance Module specifications and preferences for: • • • • • •
Welcome NEW Account & Market Snapshot Recent Orders Watchlists News Screeners
• • • •
Performance NEW Portfolio Composition (XRay) NEW Spies NEW Amerivest NEW
CONFIDENTIAL - INTERNAL USE ONLY
Module: Welcome (NEW) Getting Started
Thank you for choosing TD Ameritrade. The following information will help you get started trading and investing. If you’d rather speak with a Client Advisor call (800) 1 555-1212, or visit a branch near you. We look forward to helping you with all your needs.
Account Features
Functional Annotations
Website Introduction
Page description: performance
Trading with TD Ameritrade
1. Link to brokerage locator
Sincerely,
Advisor Assistance
Joe Moglia CEO, TD Ameritrade Corp.
2 Remove this message
Long-term planning strategies Security & Privacy Information
2. Never show this module again. 3. Links to initial points of interest - content that may stimulate a transaction or educate a new client.
Getting Started
Thank you for choosing TD Ameritrade. The following information will help you get started trading and investing. If you’d rather speak with a Client Advisor call (800) 555-1212, or visit a branch near you. We look forward to helping you with all your needs.
Account Features Website Introduction
3
Trading with TD Ameritrade
Sincerely,
Advisor Assistance
Joe Moglia CEO, TD Ameritrade Corp.
Long-term planning strategies Remove this message
Security & Privacy Information
CONFIDENTIAL - INTERNAL USE ONLY
Module: Account Value & Market Snapshot
Account Value: $XX,XXX,XXX.XX
1
Net Value
Cash balance
$XXX,XXX.XX
edit | details
Functional Annotations
$XX.XX
Margin balance
$XXX,XXX.XX
$XX.XX
Avail. for trading
$XXX,XXX.XX
$XX.XX
trade
Avail. for withdrawal
$XXX,XXX.XX
$XX.XX
withdrawl
Unsettled cash
$XXX,XXX.XX
$XX.XX
deposit
Deposits & Withdrawls
Amount
Date
[Transaction type]
$XXX,XXX.XX
MM/DD/YYYY
Net Value
edit | detach
Today
Account Value: $XX,XXX,XXX.XX
2
Market Snapshot
edit | details
Page description: account value module DJIA S&P 500 NASDAQ
Last XX,XXX.XX XX,XXX.XX XX,XXX.XX
Chg XX.XX XX.XX XX.XX
Chg% XX.XX XX.XX XX.XX
1. Default view 2. Present vertical scroll option when user elects to show more than 6 indicies. 3. Account value - show current positions in pie chart when market indicies are minimized. Market Indicies - scale to fit page width when account value module is minimized.
Market Snapshot
edit | detach
Today
Cash balance
$XXX,XXX.XX
$XX.XX
Margin balance
$XXX,XXX.XX
$XX.XX
Avail. for trading
$XXX,XXX.XX
$XX.XX
trade
Avail. for withdrawal
$XXX,XXX.XX
$XX.XX
withdrawl
Unsettled cash
$XXX,XXX.XX
$XX.XX
deposit
Deposits & Withdrawls
Amount
Date
[Transaction type]
$XXX,XXX.XX
MM/DD/YYYY
DJIA S&P 500 NASDAQ DJ Tran DJ Util DJ Comp NYSE Comp NYSE Fincl Nasdaq 100 Nasdaq Cmptr Nasdaq NMS S&P 400 OEX Wilshre 5000 AMEX Bio AMEX Comp AMEX Network XMI SOXX TSC Internet ML Tech 100 CBOE Mkt Vol XAU PSE Tech Russ 2000 MS Tech 35 GSTI Soft
Last XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX XX,XXX.XX
Chg XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX
Chg% XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX XX.XX
3
Display logic:
Account Value: $XX,XXX,XXX.XX
edit | details
Net Value
Cash balance Margin balance
Market Snapshot
$XXX,XXX.XX
$XX.XX $XX.XX
Avail. for trading
$XXX,XXX.XX
$XX.XX
trade
Avail. for withdrawal
$XXX,XXX.XX
$XX.XX
withdrawl
Unsettled cash
$XXX,XXX.XX
$XX.XX
deposit
Deposits & Withdrawls
Amount
Date
[Transaction type]
$XXX,XXX.XX
MM/DD/YYYY
DJIA S&P 500 NASDAQ
Account Value: $XX,XXX,XXX.XX
Last XX,XXX.XX XX,XXX.XX XX,XXX.XX
Chg XX.XX XX.XX XX.XX
Chg% XX.XX XX.XX XX.XX
edit | details
Market Snapshot
edit | details
DJIA S&P 500 NASDAQ
Maximize display when user hides one module.
edit | details
Today
$XXX,XXX.XX
Last XX,XXX.XX XX,XXX.XX XX,XXX.XX
Chg XX.XX XX.XX XX.XX
Chg% XX.XX XX.XX XX.XX
Market Snapshot
edit | details
Account Value: $XX,XXX,XXX.XX
edit | details
Net Value
Current Holdings
Today
Cash balance
$XXX,XXX.XX
$XX.XX
Margin balance
$XXX,XXX.XX
$XX.XX
Avail. for trading
$XXX,XXX.XX
$XX.XX
trade
Avail. for withdrawal
$XXX,XXX.XX
$XX.XX
withdrawl
Unsettled cash
$XXX,XXX.XX
$XX.XX
deposit
Deposits & Withdrawls
Amount
Date
[Transaction type]
$XXX,XXX.XX
MM/DD/YYYY
Cash XXXXX XXXXX XXXXX XXXXX XXXXX
20% 40% 30% 10% 02% 01%
CONFIDENTIAL - INTERNAL USE ONLY
Module: Recent Orders Recent Orders 1
You have not placed an order. Use SnapTicket™ below to place your first order.
Functional Annotations
View demo (~3 mins, 400k) | How to Use SnapTicket | Place Order | More help...
Page description: recent orders module 1. Empty state; no orders to display 2. Display the status of the following order states:
Recent Orders
2
edit | view all orders
Order No.
Action
Qty
Symbol
Price
Date/Time
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
XXXXXXXXXX
[Action]
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
[function]
XXXXXXXXXX
[Action]
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
[function]
XXXXXXXXXX
[Action]
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
[function]
Open, and Partial: CANCEL and EDIT links to order in Order Status. Filled, Canceled, Cancel/Reject: DETAILS links to order in Order Status 3. When minimized, display total number of open stock, options, and mutual fund orders. EDIT - display preferences for content display VIEW ALL - links to Order Status
You have: XX stock, XX option, XX mutual fund orders in Order Status.
Recent Orders
edit | view all orders
contextual message Order No.
Action
Qty
Symbol
Price
Date/Time
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
BUY
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Cancel | Edit
XXXXXXXXXX
SELL
XXXXX.XX
XXXXX
XXXX.XX
MMDDXX:XXAM
Details
You have: XX stock, XX option, XX mutual fund orders in Order Status.
3
Recent Orders You have: XX stock, XX option, XX mutual fund orders in Order Status.
NOTE: look at order entry flow scenario
edit | view all orders
If client enters order from homeland via snapticket would he resolve to OS or homeland? what’s the probablity of recent orders being perceived as OS and what are the risks?
CONFIDENTIAL - INTERNAL USE ONLY
Module: Watch List Watch List 1
edit | create a watchlist
You do not have a Watchlist or securities in your portfolio.
Percentage Change in Price Cash XXXXX XXXXX XXXXX XXXXX XXXXX
Once you have holdings we’ll show you the Top 5 performers and a pie chart illustrate changes in price. See example | Create a Watchlist | More help...
Functional Annotations
20% 40% 30% 10% 02% 01%
Page description: watch list module 1. Empty state; no watch lists to display 2. Toogle between lists using the menu. Percentage change in price for all items on list is displayed as it appears on Homeland today. SYMBOL - view quote-detail page.
edit | new watchlist
Watch List: Top XX from [list name] 2
Percentage Change in Price
Symbol
Last
Change($)
XXXXXX
XXX.XX
XXX.XX
trade
XXXXXX
XXX.XX
XXX.XX
trade
XXXXXX
XXX.XX
XXX.XX
trade
XXXXXX
XXX.XX
XXX.XX
trade
XXXXXX
XXX.XX
XXX.XX
trade
TRADE - populates SnapTicket with symbol and price. EDIT - links to preferences for module
Cash XXXXX XXXXX XXXXX XXXXX XXXXX
20% 40% 30% 10% 02% 01%
View all items (22) | edit this list
NEW WATCHLIST - links to watchlist page where the user can create a new watchlist. VIEW ALL - links to full-page view of chosen watchlist EDIT LIST - links to edit page of chosen watchlist 3. When minimized, maintain chosen list in menu. Display first Item that meets the list’s criteria. Click symbol to view symbol detail page. Click TRADE to populate SnapTicket with symbol and price.
3
Watch List: Top XX from [list name]
Greatest $chg: XXXXX $XXX.XX Trade
edit | new watchlist
CONFIDENTIAL - INTERNAL USE ONLY
Module: News News:
Current Market
My Positions
Watchlist: [list name]
edit | view streaming news
[Headline displays here] - [Source - XX minutes ago] Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean quam leo, luctus non, volutpat nec, adipiscing nec, enim. Mauris laoreet mi vitae massa. Sed ac diam. Aenean dictum hendrerit nibh. Cras bibendum. Vestibulum a diam.
1
[Headline displays here] - [Source - X hour, XX minutes ago] Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean quam leo, luctus non, volutpat nec, adipiscing nec, enim. Mauris laoreet mi vitae massa. Sed ac diam. Aenean dictum hendrerit nibh. Cras bibendum. Vestibulum a diam.
Functional Annotations Page description:news module 1. click headline to navigate to full story. click ALL HEADLINES navigates user to a page with all current market headlines displayed. Same logic applies if positions and watchlist headlines are in focus. If no positions or watchlist in account, links are inactive (grayed out). News module preference enables “display online headlines” (see
[Headline displays here] - [Source - XX minutes ago] Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean quam leo, luctus non, volutpat nec, adipiscing nec, enim. Mauris laoreet mi vitae massa. Sed ac diam. Aenean dictum hendrerit nibh. Cras bibendum. Vestibulum a diam.
HL_module_news_prefs)
2. User has elected to minimize view. Click a tab to change headline and body. Link to “more XXXXX news” expands the module and displays additional headlines.
All headlines... Once the client chooses a sub-topic, remember that preference when minimized.
News:
Current Market
My Positions
Watchlist: [list name]
edit | view streaming news
[Headline displays here] - [Source - XX minutes ago] [Headline displays here] - [Source - XX minutes ago] [Headline displays here] - [Source - XX minutes ago]
All headlines...
2
News:
Current Market Current Market
My Positions
Watchlist: [list name]
edit | view streaming news
[Headline displays here] - [Source - XX minutes ago] Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean quam leo, luctus non, volutpat nec, adipiscing nec, enim. Mauris laoreet mi vitae massa. Sed ac diam. Aenean dictum hendrerit nibh. Cras bibendum. Vestibulum a diam.
More market news
CONFIDENTIAL - INTERNAL USE ONLY
Module: home > preferences > homepage > news module Profile & Preferences | Help
Switch to:
Search Site
logout
XXXXX-XXXX
Get Quote(s)
ex. what is margin trading?
Go
ex. MSFT, +IBMAT
+
Go
find symbol
Home
Portfolios & Accounts
Open Account
News & Research
Trades
Security Center
Technical Support
Market Data Tools
Contact Us
ideas
Planning
About Ameritrade
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins. | XXX Free Trades
Page description:news module 1. Check box to display link on homepage. If checked, content is inactive (grayed out).
Web Site | Trading | Communication | Profile | Exchange Agreements | Subscriptions
News
Functional Annotations
Check out what’s new today
Personal Preferences Homepage
Customer Service
Choose a default news view to display on your home page.
display news module on homepage
2. Select the number of headlines to display 3. Check to align with watchlist display
Current Market
1
Top news headlines from Associated Press, BusinessWire, Motley Fool, The Wall Street Journal and other trusted sources. 2
Number of headlines: XXX based on watchlist (displayed on homepage) show headlines only
My Positions News and related information based on my current holdings. Number of headlines: XXX Display headlines by the following criteria: Change ($) 3
Change (%) Volume Gain/Loss ($) Gain/Loss (%)
Watchlist Display headlines for: XXXXXXXXXX Number of headlines: XXX Display headlines by the following criteria: Change ($) Change (%) Volume Gain/Loss ($) Gain/Loss (%)
OK
4
Cancel CONFIDENTIAL - INTERNAL USE ONLY
Module: Screeners (Concept 1 of 2) 1
Screeners: Top XX
Stocks
ETFs
Mutual Funds
edit stock criteria | new stock screener
Symbol
Last
Change
Change %
Open
High
Low
More
XXXXX
XXXX.XX
XX.XX
XX.XX
XXXXX.XX
XXXXX.XX
XXXX.XX
>
XXXXX
XXXX.XX
XX.XX
XX.XX
XXXXX.XX
XXXXX.XX
XXXX.XX
>
XXXXX
XXXX.XX
XX.XX
XX.XX
XXXXX.XX
XXXXX.XX
XXXX.XX
>
XXXXX
XXXX.XX
XX.XX
XX.XX
XXXXX.XX
XXXXX.XX
XXXX.XX
>
XXXXX
XXXX.XX
XX.XX
XX.XX
XXXXX.XX
XXXXX.XX
XXXX.XX
>
View all results Criteria:
My screens [default]
Trading from $5 to $100 2 per share, outperforming the NASDAQ market index by 5%, and trading only on the NASDAQ) Edit criteria
Functional Annotations Page description: default to stock screen results and a common criteria 1. Expanded view: - each tab defaults to top 5 securities screened against criteria. - click to view all results - click symbol to view quote detail page - click LAST to populate SnapTicket with quote and symbol 2. Link to screener results page. If user has saved screens pulldown menu allows him to run the screen and review the top 5 securities. 3. Collapsed view: - each tab defaults to top security screened againsts criteria. - click to expand
3
Screeners: Top XX
Stocks
ETFs
Mutual Funds
edit stock criteria | new stock screener
Symbol
Last
Change
Change %
Open
High
Low
XXXXX
XXXX.XX
XX.XX
XX.XX
XXXXX.XX
XXXXX.XX
XXXX.XX
More >
View Top 5 stocks
Screeners: Top XX
Stocks
ETFs
Symbol
Last
Change
Change %
XXXXX
XXXX.XX
XX.XX
XX.XX
6
5. Link to ETF screener page. 6. Link to screener results for current criteria.
5 4 edit ETF criteria | new ETF screener
Mutual Funds
4. Link to ETF criteria page with criteria populated. If edited or canceled, return to previous location (e.g., homeland).
Open
High
Low
XXXXX.XX
XXXXX.XX
XXXX.XX
NOTE: Security type and screening criteria will determine data attributes.
More >
View Top 5 ETFs
Screeners: Top XX
Stocks
ETFs
Symbol
Last
Change
XXXXX
XXXX.XX
XX.XX
Mutual Funds
XX.XX
edit fund criteria | new fund screener
Open
High
Low
XXXXX.XX
XXXXX.XX
XXXX.XX
More >
View Top 5 Mutual Funds
CONFIDENTIAL - INTERNAL USE ONLY
Module: Screeners (Concept 2 of 2) Screener:
1
Stocks
ETFs
Mutual Funds
create a screen | edit
Today's volume movers >
Dividend payers >
Functional Annotations
Hourly volume movers >
50-day moving average crossovers - up >
Page description: default to canned screens
Breakouts >
50-day moving average crossovers - down >
1. Select security to view preset screens. Click link to view results.
Breakdowns >
200-day moving average crossover - up >
Block trades >
200-day moving average crossover - down >
Note: Mutual Fund screens will follow ETF design convention.
NASDAQ movers >
Screener:
Stocks
ETFs
Mutual Funds
create a screen | edit
XXXXXXXXXXXXXXXXX
XXXXXXXXXXX
XXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXX XXXXXXXXXXXX
Screener:
Stocks
ETFs
Mutual Funds
create a screen | edit
XXXXXXXXXXXXXXXXX
XXXXXXXXXXX
XXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXX
CONFIDENTIAL - INTERNAL USE ONLY
Module: home > preferences > homepage > screeners module (concept 1) Profile & Preferences | Help
Switch to:
Search Site
logout
XXXXX-XXXX
Get Quote(s)
ex. what is margin trading?
Go
ex. MSFT, +IBMAT
+
Go
find symbol
Portfolios & Accounts
Home Open Account
Trades
Security Center
News & Research
Technical Support
Market Data Tools
Contact Us
Ideas
Planning
About Ameritrade
XX:XX:XX PM - Monday, Nov., 10th | market closes in XX hrs. XX mins. | XXX Free Trades
Check out what’s new today
Page description:screener module 1. Check box to display link on homepage. If checked, content is inactive (grayed out). 2. Check box to display links on module and activate criteria menu.
Preferences Homepage
Customer Service
Functional Annotations
Website | Trading | Communication | Profile | Exchange Agreements | Subscriptions
3. Links to screener interface where user may revise the configuration and save his screen. Saved screens will appear in the list of criteria beneath a separate heading - e.g., “My Screen’s”.
Screeners 1
display screener module on homepage Show results using the following criteria: 2
Stocks
today’s volume movers
customize
ETFs
[choose criteria]
customize 3
Mutual Funds
[choose criteria]
customize
OK
Cancel
CONFIDENTIAL - INTERNAL USE ONLY
Module: Portfolio Composition (NEW) Portfolio Composition Style Box Diversification
Asset Allocation 20% 40% 30% 10% 0% 0%
Functional Annotations Page description:portfolio composition
Med.
1. Morningstar’s XRay
Small
Cash Stocks Foreign Stocks Bonds Other Assets not classified
Large
1
Value
Core
Growth
Note: Integration concept needs additional work.
Full Morningstar™ analysis
2
Portfolio Composition
CONFIDENTIAL - INTERNAL USE ONLY
Module: Spies (NEW) Spies
Spy on
Add
View all in Streamer
enter symbol, or sector/industry
1
Technology > Software > Microsoft Corportation
MSFT
remove | detach | move up / down
67.03 +1.09
TRADE
PROFILE
Functional Annotations Page description: performance
Breaking News (7) 1. Spies are a combination of news and alerts - data points that matter into a coherent view. Spy on companies, sectors, collections of securities (watchlists), and review key information quickly.
Competitor: APPL @ 44.44 Q4 Earnings - n/a S&P Rating
2. Enter symbol(s) to create a spy.
Retail > Construction > Home Depot
HD
remove | detach | move up / down
67.03 +1.09
TRADE
PROFILE
Note: Data scheme for sector, industry, funds, bonds, ETFs will need to be considered.
Breaking News (7) Competitor: XXXX @ 44.44 Q4 Earnings - n/a S&P Rating
Technology > Hardware > International Business Systems
IBM
remove | detach | move up / down
67.03 +1.09
TRADE
PROFILE
Breaking News (7) Competitor: XXXX @ 44.44 Q4 Earnings - n/a S&P Rating
2
Spies
Spy on
Add enter symbol, or sector/industry
CONFIDENTIAL - INTERNAL USE ONLY
Module: Performance (NEW) Performance 1
Change ($)
Show account(s): XXXXX-XXXX XXXXX-XXXX XXXXX-XXXX
Time
View portfolio manager
$XXX,XXX.XX
18k
Benchmark comparison: S&P 500 DJIA 11k NASDAQ AMEX
Functional Annotations Page description: performance 1. Look at portfolio performance over time. Compared against other accounts. 2. Display price change for portfolio. If linked accounts are present, show leader. 1 day |
1 week |
3 mos
|
6 mos
|
1 yr |
Custom... Note: Concept needs more clarity regarding value to client.
2
Performance
Price change: $XXX,XXX.XX | Compare...
View portfolio manager
CONFIDENTIAL - INTERNAL USE ONLY
Module: Amerivest (NEW) Amerivest
My goal: [emma’s college plan] MM/DD/YY
$185,000.00 by MM/DD/YYYY
1
Functional Annotations
71.87%* Excellent! View details
Value
Chance of reaching the goal as of [today’s date]:
Emma’s college plan
DJIA 1. Summary of goal and progress compared to industry average.
Today’s value: $35,123.45
Rebalance to maintain growth:
June 22, 2006
Page description: amerivest
6/22/03
Time
2
Amerivest
Chance of reaching the goal as of [today’s date]:
Excellent!
View details
CONFIDENTIAL - INTERNAL USE ONLY
Brainstorming / Module Ideas The following 15 modules can be used by clients to generate ideas, educate, build community among peers, and synthesize information in useful and usable ways.
MODULE
DESCRIPTION
VALUE/USAGE
TARGET CLIENT
MODULE
DESCRIPTION
VALUE/USAGE
TARGET CLIENT
Swarmer
Top 10 securities purchased by clients based on account value, location, holdings, etc.
Idea generation
New, Inactive
Morning Huddle
Podcast version of Ameritrade’s Morning Huddle
Education
Active, New, Inactive, Investor
Fool Says
List of stocks that meet the criteria of Motley Fool’s investing criteria.
Professional advice
Active, New, Inactive, Investor
Morning Call
Expected market performance from a qualified expert/source - i.e., MSNBC’s Squawk Box.
Idea generation
Active, New, Inactive, Investor
Kramer Says
List of stocks that meet the criteria of Jim Kramer’s Mad Money Show.
Professional advice
Active, New, Inactive, Investor
Industry Map
Heat map of sector/industry performance over time, default to intraday
Market data
Active, Investor
Maven
Clients voluntarily share picks with other Ameritrade clients, or private subscribers (friends, family, etc.), who receive a report of your portfolio performance. Empower clients with a reporting tool that enables them to be perceived as knowledgible investors - i.e., peer-to-peer investing motivates others to share their successes.
Community
Active, New, Inactive, Investor
Fed Watcher
Report on Federal Reserve’s economic forecast, and current interest rate
Market data
Active
Ameritrade 101
Featured demos of website functions and capabilities. Leverages Help Center, Live Chat, and a library of tutorials and scenarios as reference material.
Education
Active, New, Inactive, Investor
Message Mine
Read and post to messageboards such as Yahoo Finance and Raging Bull from secure account.
Community
Active, New, Inactive, Investor
Today
Intraday snapshot of futures performance, foriegn market performance, and corporate and economic reporting -- what’s the market going to do today?
Idea generation
Active, New, Inactive, Investor
Strategy Spotlight
Feature a trading, investing, or planning strategy based on the client’s recent account performance (50k in cash? Consider Amerivest and accumulate more wealth?), recent equity order type (have you tried stop-limits?), option trading (straddle and hedge), etc.
Education
Active, New, Inactive, Investor
Spies
Key company, sector, market data points configured and presented as a quick reference -- features news, alerts, triggers, spark line charts, company earnings, and real-time quote data. Mental model: folder filled with data; highlighted points of interest - trigger ready to fire
Idea generation
Active, New, Inactive, Investor
Forex
Track the performance of foriegn currencies - Yen, Euro, Dollar, etc.
Market data
proof of concept available
Active S&P Rising Stars
Updates on changes to the ranking of company’s star rating.
Idea generation
Active, New, Inactive, Investor
Swarmer Functional Annotations:
Swarmer
edit | view in streamer energy
telecommunications XXXX XXX XXXX XX XXX
Show Top 5 Holdings for: last 6 months
XX% XX% XX% XX% X%
XXX XXX XX XXX XXX
Add to watchlist
XX% XX% XX% X% X%
•
Top 5 securities purchased by other Ameritrade clients over a period of time.
•
Select timeframe, and compare two sectors or industries.
•
User can generate a watchlist from companies listed in chart. NOTES: Preferences will allow the user to set criteria such as range of account values, and additional data points - i.e., rate of return, number of shares, etc.
Add to watchlist
Fool Says Fool Says...
Rulemakers
Add to watchlist
edit
Rulebreakers
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
•
Track the performance of recommendations from Dave and Tom of Motley Fool.
•
Track the performance of recommendations from Jim Kramer’s Mad Money Lightning Round picks.
Add to watchlist
Kramer Says Kramer Says...
Lightning Round Picks - MM/DD/YYYY - MM/DD/YYYY
This week’s picks:
Recent changes:
edit YTD Top Perfomers
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
XXXX
XX%
XX
XX
Add to watchlist