XTEND OVERVIEW: GETTING STARTED

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1 XTEND OVERVIEW: GETTING STARTED Xtend is an all-in-one nerve center for the sophisticated trader, and you can customize the platform layout and functionality to what best suits your trading style. From streaming quotes and one-click trading to innovative features like Drag-and-Drop Symbols, detailed trade views, and Ladder Trading, Xtend is an easy-to-use trading software for today s fast -moving markets. Select the tools and views that give you the most control and help you to trade at the speed you want. Set up one-click access for strategy trading, Watch List trading, Ladder trading and more. Create shortcuts to the tools and resources you use most. Choose colors, layouts, and features to create your personalized trading environment. *Streaming quotes are only provided to non-professional customers who accept the exchange streaming quote agreement. Customer must qualify as a non-professional subscriber in accordance with NASDAQ, NYSE and OPRA regulations.

2 POSITIONS View your current position(s). Expand the module for additional quote details. Select from Gallery, Analysis and Strategy Views for different data representation and analysis tools. To exit a position simply drag-and-drop the symbol from Positions to Trade Ticket, right-click or add the Action column to select from more exit options. ACCOUNT BALANCES View your account totals, purchase requirements and buying power. Expand the module to view additional data and drill into futures and options requirements. 1

3 ORDER STATUS Track open, filled, and canceled orders. Displays Order ID, Symbol, Quantity and Status of your order. Determine create and fill time. Modify and cancel orders. ACCOUNT OVERVIEW Track buying power, make profile adjustments and manage your account. Displays account value, current Position Value and Buying Power. 2

4 $ TRANFSER FUNDS Submit funding requests, check the status of requests in progress, and manage funds from the Money Manager. Select from three options: Bank Wire Electronic Deposit Account Transfer WATCH LISTS Create and track a list of symbols you define. Select a Watch List from the menu. View the symbol, last traded price, and day s price change. Maximize for more detailed information on the symbols. View them by most active or in a gallery format. Click on Bid or Ask to place an order. 3

5 CHAINS See options and futures chains with latest data and quick access to place your trades. Enter symbol, strategy and select a month to view. Shaded options are In-the-Money. Click Bid/Ask to open up a Trade Ticket. Expand the module to view multiple chains and additional actions. Click Bid or Ask to place an order. QUOTE DETAILS View detailed quote information on a specific symbol. In expanded mode, multiple views are available including: Regional BBO Time & Sales Mini Chart Fundamentals Analyst Recommendation Valuation Earnings Information 4

6 COMMUNITY & MESSAGES* Stay on top of your account by checking OX mail from inside Xtend and connect with like-minded investors and traders from Xtend Community. Chat and share in multiple chat rooms. Share thoughts, strategies and news with other Xtend users. Review, sort and export messages and alerts. TRADE TICKET Set up Trade Ticket, view quote details, and place your order. Enter a symbol into the search box (or simply drag-and-drop). Select a product and enter order type. View additional quote information. Place your order or clear and start fresh. *optionsxpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools are provided for educational and informational purposes only. 5

7 TRADE VIEW Display an entire Watch List in a matrix view and quickly access new orders. Create and manage lists. View symbols in Trade View with quote information, positions data, trade quantity, and action buttons. Click the Buy or Sell buttons to display a pre-populated Trade Ticket. LADDER Quickly and easily place orders for stocks, options, and futures from a ladder grid. Adjust and specify trade details. Quickly enter market orders with Buy and Market buttons. Expand for additional views including NBBO, Time & Sales, and Open and Filled Orders. 6

8 BASKETS Save and submit baskets of orders. Use the tabs to create multiple baskets. Manage your baskets with Save, Change, and Place Order buttons. EXIT POSITION Displays your positions across the bottom part of the Xtend screen. Click one of the displayed positions to quickly populate a Trade Ticket with an exit order for that position. Green Positions = gained value Red Positions = lost value Blue Positions = no value change 7

9 SETTINGS Adjust settings and preferences for General, Themes, Defaults and Alerts. Customize columns and symbols in individual modules. Change layouts, colors and themes. Create new profiles and set default views. Set and store alerts. TRADE CALCULATOR* Calculate trade cost, view a Profit & Loss chart and examine probability for up to 8 legs. Enter trade information. Adjust price information. See cost requirements. *The projections or other information generated by the Trade Calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The above calculations do not take into consideration all costs, such as commissions and margin interest which may impact the results shown. Data is based on current market data; results may vary with each use and over time. Interpretation and use of the data or analysis is at the user s own risk. OptionsXpress is not responsible for any losses that occur from such investments. The above content is provided by optionsxpress, Inc. for educational and informational purposes only. OptionsXpress makes no investment recommendations and does not provide financial, tax or legal advice. Any stock or options symbol displayed are for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular security. 8

10 DRAGON* Offers a quick and easy way to screen for stocks and options with default criteria such as High Option Volume, High Historic Volatility, and more. Click Bid or Ask to display a Trade Ticket with the respective symbol and to place an order. Click on the symbol and view detailed quote information. TRADING PATTERNS See what other symbols people have traded based on a symbol you enter. Enter a trade symbol to see relationships to other symbols traded. Click any symbol in the cluster to view its relationship to other symbols. Click Bid or Ask in the main search module to place an order. *optionsxpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools are provided for educational and informational purposes only. 9

11 HTML BROWSER Browse the World Wide Web through the Xtend interface. RSS View headlines from various RSS feeds and online resources. Add custom RSS entries to receive the latest news from your favorite sources. 10

12 NEWS View general financial news or headlines related to a specific symbol. Select Symbol from the drop down and enter a specific symbol, or select Headlines for general news. Click a headline to read the full story. Click Refresh to get the latest data. ACCOUNT ACTIVITY Review account activity. Select from multiple views. Filter by activity types and activity date ranges. Export data to your local machine in various formats (including Excel). 11

13 SPREAD BOOK Create, build and price custom spread orders. TICKER TAPE Displays gainers, losers, and most actives for major indices. Ticker Tape will display in narrow band across the bottom of Xtend. 12

14 CHARTS (BETA) Displays a static financial chart for the symbol you select. May be adjusted to reflect various time frames. STREAMING CHARTS Displays a streaming interactive chart for the symbol you select. Streaming Charts contain a multitude of studies and drawing tools. 13

15 QUESTIONS? FEEDBACK? LIVE HELP Available from the Help Center, activate OX Live Help to chat live with Customer Service representatives. VIRTUAL TRADE* From the login screen, select Virtual Trading to access all the most important tools and features to test new strategies and learn more about the Xtend platform from your own custom desktop. *Virtual Trading is an educational tool. Significant differences exist between real trading and virtual trading. Virtual Trade is a service of optionsxpress, Inc. Nothing in this service is intended to be an investment recommendation, financial, tax or legal advice. Virtual Trade is provided without warranties or representations as to this service or to the market data represented herein, and is provided for informational and educational purposes only. All transactions, positions and other information provided through the Virtual Trade service are purely hypothetical, fictitious, non-binding, and may be withdrawn or discontinued without notice. Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, volume and other factors. An investor should understand these and additional risks before trading. Options and Futures involve substantial risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options and Risk Disclosure Statement for Futures and Options which is available on our website or by calling or Any stock, options, or futures symbols displayed are for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular security. optionsxpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools are provided for educational and informational purposes only. Products and services intended for U.S. customers and may not be available or offered in other jurisdictions. optionsxpress, Inc. (Member SIPC) and Charles Schwab & Co., Inc. (Member SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation optionsxpress, Inc. All rights reserved. Member FINRA, SIPC, AMEX, NOM, CBOE, ISE, ArcaEX, PHLX and NFA. 14