If you can’t be in front of your platform all day then why not bring it with you? Meet the tastyworks mobile platform where you can manage your positions anywhere with a cellular or wifi connection! Let’s take a gander at the mobile platform so you can sell strangles whether you’re stuck in class or an “important” business meeting.
In a hurry and want to get a quick low down instead? Then please visit our Mobile Platform Quick Guide to view video tutorials by clicking here.
Continue below to learn more about:
- Logging In
- Navigation and Menus
- Watchlist tab
- Trade tab
- Portfolio tab
- Activity tab
- Follow tab
- Technical Requirements
Sometimes things are easier to explain with pictures. That said, beneath each written description is an animated image. If there is more than one step involved, you can go at your own pace using the navigation bar. The navigation bar is located below the animated image (an example displayed below). To advance to the next animated image, click the right arrow, or to return to the previous slide, click the left arrow. All animations run on a continuous loop so no need to panic if you miss anything.
After you install the tastyworks app onto your mobile device, a login screen will greet you when launched. Please enter your username or e-mail address and password to access your account. If you manage multiple accounts, then you’ll have access to all of them after you log in.
Navigation and Menus
Now that you’re logged in how do you get around this app? We’ve made it simple for you to access different areas of the platform. Anchored at the bottom of the app is a toolbar where you can quickly access different areas of the app, such as other accounts, activity, and settings.
Accessing the App Menu
To access other areas of the platform, tap “MORE” to access the app menu. Much like the tabs on the tastyworks desktop platform, this is where other tabs live. You can reach other areas of the mobile app through this menu.
Customizing App Menu
Don't like how your menu is arranged? Then why not customize your toolbar menu? To configure, tap “CONFIG” to rearrange your toolbar menu. To rearrange, tap and hold one of the six blue icons then drag.
Switching Accounts and Viewing Account Details
Do you have more than one account? Switching accounts is a snap. Open the App menu then tap the T-shield , located immediately to the left of the account title, to change accounts. After tapping, the account will rise to the top row and the T-shield will illuminate, denoting the active account.
To view account details such as your portfolio net liq, buying power, delta, etc. then tap anywhere to the right of the T-shield.
To access other watchlists, tap the watchlist dropdown, located at the top left-hand size of the app. Additionally, you can view watchlists using: List view or Grid view. You can also lineup trades from the watchlist by tapping on a symbol.
Customizing Watchlist View
You may view other columns in your watchlist in list view by swiping left or right in the quote area.
You can customize your column view by tapping the bar icon , located on the top right-hand corner of the watchlist window.
To add columns, tap and drag a column field icon along the "Available" column, located along the left-hand side of the window, to the “Current” column to display the selected field. You can customize the order by tapping and dragging each column field in the order you'd like to view them. Lastly, to remove a column field, tap and drag it back to the “Available” column.
Creating A New Watchlist
To create a new watchlist tap the gear at the top of the watchlist window. First, type the symbol or select a recent symbol to add to your new list. Afterward, name your watchlist. Lastly, tap the blue button beneath Finish Up to create your new watchlist. One thing you may notice is that the button’s title will correspond to the symbol you want to add and the name of your new watchlist.
You can access your newly created watchlist by navigating to the watchlist drop-down menu, scrolling down, and selecting your new watchlist.
Adding Symbols to a Custom Watchlist
After validating, you can select the custom watchlist to add the symbol. Once chosen, tap the blue add button below. Exit the List Menu by tapping the gear above to return to your watchlist.
Deleting a Symbol from a Custom Watchlist
Watchlist Filtering and Sorting
Watchlists can be filtered to display or omit stocks with upcoming earnings. Tap the Filter icon , located in the bottom right-hand corner. Are you looking for stocks with high IV Rank? You can also filter by IV rank by moving the slider to establish a range. Lastly, you can sort symbols in alphabetical order, price change amount, percentage change amount, last price, and by IVR in ascending or descending order.
Viewing Quote Information & Charts
To view a price chart, swipe left. You may adjust the time interval directly below the chart. Lastly, you can pinch outwards on the chart to zoom in and pinch inward to zoom out.
If there are any upcoming events such as earnings, dividends, volatility, or recent price action, then there will be an additional “Why It’s Notable” screen.
Lastly, you’ll see a market health watchlist to give you a global look at the overall cadence of the market.
Order Entry and Trade Modes
When you’re looking to get your ding (platform fill sound) on, start by entering the symbol you want to trade first. Type a symbol into the symbol field then validate below. You can quickly access recent symbols from your history beneath the symbol field.
Located immediately to the right of the symbol field are two icons. Tapping the briefcase icon lists symbols currently in your portfolio. Tapping the ribbon icon populates stocks from the “Notable Stocks” watchlist.
After validating you’ll be sent to one of three trade modes: Table mode, Curve mode, or Stock mode. You can select the trade mode you want to use by tapping the Trade Mode icon on the bottom right-hand corner of the application.
To return to symbol entry, tap the listed symbol on the top left-hand corner of the application.
The bid-ask spread and stock information are displayed immediately below the price and quantity entry area.
Lastly, you can select a time-in-force (TIF). Orders default as day order, but you can choose between GTC or GTD. To learn more about time-in-force, then please click here.
After entering your order, tap Review and Send to review your order details.
Much like the desktop and web-browser platform, this is where you can view your trading account’s positions. If you have more than one account and want to view the positions in another account then you will have to switch accounts. To learn how to switch account, scroll back up to the “Navigation and Menus” section of this article.
Additionally, the functionality of viewing your positions listed in your Portfolio tab operates the same way as the watchlist. To learn how to customize your Portfolio tab view, please refer to "Customizing Watchlist View" section above, located under the Watchlist topic, as the overall functionality is similar.
Filtering Portfolio View
or Notable Stock - The blue ribbon draped on the symbol is listed in the “Notable Stocks” watchlist. Notable Stocks are underlyings that have one or more of the following conditions: high IV, upcoming earnings, or is trading 5% of the high/low.
ITM options (for iOS) will have an animated yellow bar appear in the top right-hand corner of the option position.
Closing a Position
Rolling a Position
Rolling a position is just as easy. Just like closing, tap the underlying group your positions will appear. Tap each leg you want to roll, then tap ROLL. You will be sent to the Trade tab where you can adjust your order details, such as expiration, price, and TIF. To roll into a specific expiration, tap the clockwise icon.
Please Note: If the same strikes are NOT available in the expiration week you wish to roll to then the platform will select the nearest strike possible. Please review your order before routing.
Once complete, tap Review & Send to review your order. If you’re ready to route your order then tap SEND ORDER.
Viewing Activity Log
Now that you know how to filter down your Activity, you can quickly cancel or replace/edit an order, as well as create similar/duplicate or opposite orders.
Replacing/Editing a Working Order
Please Note: ONLY the price may be changed when replacing an order. Any changes to the quantity or the strike will require entering a new order.
Canceling an Order
Creating a Similar/Duplicate Order
Creating an Opposite Order
Did you just get filled on an order and want to quickly enter a closing order or vice-versa? By tapping Opposite Order , the Activity tab will line up, as the name states, an opposite order. You can quickly enter closing orders after being filled or quickly re-establish after closing an order by tapping Opposite Order.
Duplicating a Follow Trade
See a trade you like in the Follow feed that you want to duplicate? All you need to do is tap on the order within the feed to expand and view the order. There, a DUPLICATE button will appear to the left of the order. To duplicate, tap the button and accept or decline the disclaimer. If you decline the disclaimer, you will return back to the Follow feed. If you accept then the Follow trade will populate into an order ticket where you may adjust the trade to your liking and then route it.
Adding/Removing Follow Traders
Filtering and Sorting Follow Trades
Your Android device must run version 4.4 "KitKat" or better.
Your iOS device will need to run iOS version 10 or greater. To find out which version of iOS you have installed on your device, then please click here. If your iOS device is not running iOS 10, then please upgrade your iOS device. To learn how to update your iOS software, then please click here.
The following devices support iOS 10:
iPhone 6 and up
iPad Air (1 & 2)
iPad Mini 2 and up
iPod Touch 6
Not sure which device you own? Look at the back of your device and locate the Apple logo. Beneath the logo in small writing, it will say "Designed by Apple in California. Assembled in China. Model [model number]". Model numbers begin with an “A” Number,“ for example an iPhone 6 model number is ‘A1549’. Once you locate the model number, please click here to determine which device you own.
If you own supported devices and you want to run the tastyworks mobile app, then you’re in luck! Just make sure that it is running iOS 10.
*Please Note: The tastyworks mobile app is built for the iPhone. The app will run on an iPad, but it is not optimized for tablets and may not provide the best user experience.