Trade – Opportunities Tab

Dec 23, 2021

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The CoPilot Opportunities tab under Trade shows the top option matches for the CoPilot Strategies.

On this tab, you have several options to select and filter the data.   We will review these options below.

You can select which strategies you would like to view by clicking the blue triangle (1) in the Strategies box.   If you wish to hide duplicate options from the same underlying asset you would set this option (2) to On.

You can view your results in either Tile or List (3) layout.

There is also an option to further Filter (4) your results.   Your filter options are shown below:

Lastly, you can choose to print (5) or export (6) your results on this page if you wish.

*Note – The tabs and features you see on your TradeSmith Finance site will vary based on subscription(s) and subscription level(s).  Pictures in our Education Center articles are taken from a TradeSmith Platinum account.