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FLUX β How-To Guide
A step-by-step reference for every tab and feature. Use the list on the left to jump to a topic, the search box to filter it, and β Top to come back up.
Training videos
A walkthrough of every tab, recorded on screen. Start with Overview if FLUX is new to you; otherwise jump to the tab you are working in. Each episode also appears at the top of its own section below, so the video for whatever you are reading about is always to hand.
βΆ Open the full playlist on YouTube
- 1) Overview — 6:27
- 2) Positions — 5:46
- 3) The Analyzer — 21:34
- 4) Calendar Spread IV — 11:25
- 5) Earnings — 13:30
- 6) NTT Scanner — 6:54
- 7) 0 DTE Dashboard — 8:58
- 8) Relative Strength — 21:42
- 9) News & Prediction Markets — 6:02
What’s New
What’s New is FLUX’s release-notes drawer. Every time a feature is added or changed, it gets a post here β a short write-up of what it does and, usually, a Loom video walking through it on screen. It is the fastest way to catch up on anything that has moved since you last logged in.
Open it from the What’s New button in the top-right corner of the header, next to Help. That button is on every page β Analyzer, Calendar Spread IV, Earnings, NTT Scanner, 0 DTE and this one β so you never have to navigate anywhere to read it. On a phone the button shows just its icon to keep the header short. You can also open it from Open What’s New at the top of the list on the left.
- The drawer slides in from the right over the page you were on. Nothing you had set up is lost β close it and you are back exactly where you were.
- Posts are listed newest first as
date Β· title. The newest one is already open when the drawer appears, so the latest news is in front of you straight away. Click a title to expand that post; click another and the first one closes, so you always have one open at a time. Clicking the open post’s own title closes it. - An expanded post shows its video first, then the written notes. If a post has a video link that isn’t a Loom recording, it appears as a Watch the video link instead of an embedded player.
- Close it with the Γ in its top-right corner, by pressing Esc, or by clicking the dimmed area outside it.
The orange dot
A small orange dot on the What’s New button means there is a post you haven’t opened yet. Opening the drawer clears it, and it stays clear when you come back β until the next post is published.
The dot is remembered by the browser you are using, not by your account. Open FLUX on a different computer or in a private window and the dot will appear again, even if you have already read everything.
Copy link
Every expanded post has a Copy link button. It copies a short public link to that one post β the kind you can paste into Discord, where it unfurls with the post’s title, its notes as a short list, and — when the post has a video — the video’s thumbnail as a large image. The video itself still only plays inside FLUX, for logged-in members.
Only that summary is public. The video and the full write-up stay behind login: anyone who follows the link signs in as usual and lands straight on that post, already expanded, in this drawer.
Getting started
▶ Watch the training video: Overview — 6:27
FLUX is NavigationTrading's implied-volatility and options-analysis toolkit. It brings together IV term-structure monitoring, an earnings-move calendar, and a full options position analyzer in one place. Everything is read-only market analysis β FLUX never places a trade; it hands you order strings and pre-filled tickets that you review and submit in your own broker.
Navigating FLUX
The bar under the logo switches between tabs, in this order: Analyzer, Calendar Spread IV, Earnings, and β when they've been enabled for your account β NTT Scanner and 0 DTE. The top-right corner has What’s New (the release-notes drawer), the Help button (this page), Logout, and the theme toggle. At the far right of that same bar sits the orange Positions button — a button rather than a tab because it opens NavigationTrading’s live positions to look at, not a section you work in (see Positions).
- Each tab remembers its own state as you move between tabs.
- If you don't see a tab, it hasn't been switched on for your subscription yet.
Live prices & theme
A green β Live badge means prices refresh automatically about every 30 seconds during U.S. market hours (9:30 a.m.β4:00 p.m. ET, weekdays). Outside those hours FLUX shows the last close/settlement and stops polling, so you won't burn data watching a static market.
The sun/moon button at the top-right switches between light and dark themes; your choice is saved on this browser.
The β tooltips
Nearly every control in FLUX has a small β beside it. Click it for a one- or two-sentence explanation of exactly what that specific control does. Think of this guide as the walkthrough and the β popovers as the in-place detail β together they cover everything.
Analyzer
▶ Watch the training video: The Analyzer — 21:34
The Analyzer is a what-if options position builder. You model any combination of option legs on any listed ticker, see the profit-and-loss curve at expiration and today, scrub time and volatility to watch the trade evolve, and compare several trades at once. Nothing here touches a broker until you deliberately copy an order out.
The screen has three parts: a control row at the top (ticker, price, saved models, Save/Import/Share/ToS Trade), the P&L graph in the middle with a Greeks strip and Time/IV sliders under it, and the position cards ("theo cards") at the bottom β one per spread you've added.
Ticker & the price header
- Type a symbol in the Ticker box (e.g.
SPX,QQQ,AAPL) and the chain, spot price and expirations all follow it. - The
$TICKER 0,000.00reading beside it is the true cash index/stock price (two decimals) β the same last price your broker shows β refreshed live during market hours and settling to the official close after hours. - Per-ticker work is kept separately, so switching away and back restores what you had.
Building a position
Right-click anywhere on the graph to open the structure menu, then pick a structure. FLUX builds it around the price you clicked, prices every leg from live option mids, checks it onto the graph, and opens its card ready to edit. On a blank graph the hint β³ Right-click the graph to build a position points the way.
The structures
The right-click menu offers: Single (one option), Strangle (long OTM put + call, 40-delta by default), Straddle (long ATM put + call), Vertical - Sell and Vertical - Buy, Butterfly, Condor, Iron Condor, Reverse Iron Condor, Bullish VRR, Bearish VRR, Hedged Iron Condor, Hedged Fly 3, Hedged Fly 5, Iron Duck, Calendar, Diagonal, and Double Calendar. Each is built with sensible default strikes/expiries that you can then change on the card.
- Vertical - Sell / Vertical - Buy β the side is fixed by which you pick, and the put/call follows where you right-click: below the current price builds a put vertical, above builds a call vertical. So "Vertical - Sell" below spot is a short put spread, above spot a short call spread (and "Vertical - Buy" the long versions).
- Bullish VRR / Bearish VRR (Vertical Risk Reversal) — a debit vertical in the direction of your view plus a credit vertical against it, in one expiry, calls above puts. Both default to 1 DTE. Bullish buys the 30-delta call and sells 10 points higher, then sells the 20-delta put and buys 20 points lower. Bearish is the mirror: buy the 30-delta put and sell 10 points lower, sell the 20-delta call and buy 20 points higher. It can go on for a credit or a debit depending on where the strikes land, which is why the card is titled just Bullish VRR — with no Buy/Sell in front, unlike every other structure.
- Iron Duck β a credit structure defaulting to about 14 DTE (the next listed expiry if 14 isn't listed): sell the 65-delta call and buy one strike higher, sell the 16-delta put and buy six strikes lower.
- Hedged Fly 3 / Hedged Fly 5 — one click adds a stack of long butterflies plus a hedge at each end, all Buy, 3 lots each, on the first expiration at least 7 DTE out (the next listed one if 7 isn't listed). Hedged Fly 3 adds 5 cards: a put butterfly centred on the price you right-clicked, a call butterfly 20 points above it and a put butterfly 20 points below, each with 15-point wings; then a 5-wide long call vertical starting at the top fly's upper wing and a 5-wide long put vertical starting at the bottom fly's lower wing. Hedged Fly 5 adds 7 cards: the same, with two more butterflies at 40 points above and below (calls above, puts below) and the hedges moved out to their wings. Those distances are for SPX; on a ticker with narrower strikes (SPY, QQQ) they shrink in proportion — 4 strikes between flies, 3-strike wings, 1-strike hedges. Each card is ordinary afterwards: edit, uncheck or delete any one of them. Hover either menu item for a one-line reminder.
Four of these share the same outline — four legs, one expiry, calls and puts — and FLUX tells them apart by the direction of each vertical rather than by counting legs. Taking “inner” to mean the strike nearer the current price (the lower call, the higher put): both sides credit is an Iron Condor, both debit a Reverse Iron Condor, a debit call spread over a credit put spread is a Bullish VRR, and the reverse a Bearish VRR. That is why a card renames itself when you drag strikes past each other, and why pasting one in from ThinkorSwim gets the right name even though ThinkorSwim has no word for it. Overlap the calls and puts and the card is called Custom rather than given a name that would be wrong.
Where you click sets the type for one-sided structures: right-click above the current price for a call, below for a put. So a Diagonal clicked above builds a call diagonal (short front, long back one strike toward spot), and clicked below builds the put mirror.
Editing a card
Click the pencil (β) on a card to open its editor. There you can:
- Change Contracts (how many of the spread) β it multiplies every leg by its ratio.
- Flip Side (Buy/Sell) to reverse the whole spread; the label updates to match.
- Edit each leg individually: Buy/Sell, ratio, Call/Put, strike, and expiration.
- Add a leg (
+ Add leg, up to four) or remove one with itsΓ. - Type a custom Theo price to model a specific fill, and lock it;
reset to theorestores the computed price. The box holds the size of the price — always a positive number — and the word underneath says which way it goes: debit (green) is one you pay, credit (red) one you receive, the same colours as the price on the card header. Click that word to switch sides. Stepping the price down through zero switches sides too, so on a spread trading near even the difference between paying a dime and collecting one is still a couple of clicks.
Click Done to close the editor. The Γ at the card's top-right removes the whole card.
Choosing strikes
For the strike-selectable structures, the editor shows a strike-mode control. Pick the method that matches how you think about the trade:
- Manual β type the exact strikes.
- Delta β target a delta (e.g. the 40-delta put and call). Default is .40.
- Pts-OTM β a fixed number of points out of the money.
- Premium β the strike whose price is nearest a target (e.g. $4.00 puts / $3.00 calls); steps in $0.25.
- ATM β at the money.
Front / Back expirations
When a card's legs all share one expiry, an Exp control sets them all at once. On two-expiry structures (calendar, double calendar, diagonal) you instead get Front Exp (the near, sold leg) and Back Exp (the longer-dated, bought leg). Picking a Front Exp re-defaults the Back Exp to the next listed expiration after it, so the near/far order can't invert. Individual legs can still be changed below.
Strategy templates
Two NavigationTrading setups build in one step from the right-click menu:
- DC TimeMachine β a double calendar with the standard Fri/Mon expiry pairing.
- FOMC CREEN β the Wednesday-only broken-wing double diagonal at a 3:1 call/put ratio (2Γ = 6:2, 3Γ = 9:3).
Both drop in with default strikes/expiries you can then adjust like any other card.
Time & IV sliders
Below the graph:
- Time slides the T+0 (theoretical) curve forward toward the front expiry to show time decay. It does not move the at-expiration curve. The
β»returns it to now. The label shows how much time is left (e.g.9d 22h 53m to expiry). - Implied Volatility shifts the vol used to price the T+0 curve, so you can see the position under a vol pop or crush.
β»resets to the model's own vol.
Reading the graph
The graph plots profit/loss (vertical) against the underlying price (horizontal):
- The at-expiration line is the payoff if held to the front expiry.
- The T+0 line is the theoretical value right now (and wherever the Time/IV sliders put it).
- The dashed vertical marker is the current underlying price; green/red shading marks the profit/loss zones. On SPX it streams live β the price, marker and Current Profit tick in real time during market hours (other tickers refresh about every 30 seconds). Option/spread prices still refresh on the ~30-second cadence.
- Drag horizontally to pan; drag the x-axis to zoom; double-click to reset the view. Hover for a read-out at any price.
Above the graph sits a row of tiles. Max Profit and Max Loss are at expiration, and are the best and worst the position can do at any price — not just the stretch of curve on screen, so zooming and panning never change them; either reads Unlimited where the tail runs away (a naked short, say), and Max Loss relabels itself Min Profit when the worst case is still a gain. Current Profit is not at expiration — it is the T+0 line read at the current price, so it follows the Time and IV sliders.
The last two tiles express that same profit as a share of what the position can lose — return on risk, so +300% means three times the money at risk, not three times the cost. They differ only in what they divide by. Current Profit % (Current Risk) uses Max Loss as the position stands right now, and reads — when there is no risk to divide by: an uncapped downside, or a position that can no longer lose. Current Profit % (Initial Risk) uses the risk of the opening trade, and appears only once you have marked at least one card as the basis.
- Marking a card. Expand a card and tick Initial. A marked card shows an amber
INITIALbadge on its title row, so you can see the basis without opening anything. Tick every fill that opened the trade — an opening is often more than one order, and a hedged iron condor typically arrives as two. - Positions do it for you. Click Analyze on a position from the Positions page and its entry fills arrive already marked, at the prices actually paid.
- Why it exists. Adjust a trade far enough and it can reach a point where it cannot lose — at which point Current has nothing left to divide by and reads —. The money you originally put at risk is still the sensible thing to measure the gain against, and that is what Initial keeps reporting.
- The two agree on a trade you have not adjusted, because the opening cards are then all the cards. Unchecking a card to look at something else does not change Initial: it is a fact about the trade, not about what is currently drawn.
- Copies never inherit the mark. Analyze Duplicate and Analyze Opposite bring your note across but leave
INITIALbehind — a what-if about the opening is not a second opening, and counting it as one would double the basis and halve the percentage. Tick Initial on a copy yourself if you genuinely mean it.
Graph tools & colors
The small buttons to the left of the graph toggle overlays:
- Ξ Greeks strip β Delta, Gamma, Theta, Vega and P/L for the position, in the units a broker quotes. On by default. Switch it off and it stays off for that ticker in that browser until you switch it back β the choice is remembered per ticker, alongside your price slices.
- Β±1 SD band β a one-standard-deviation expected-move box from the front-expiry IV.
- Price slices β draggable vertical lines that read the P&L (and probability) at a chosen price. Clicking the tool offers Add price slice (one line, drag to move, double-click to remove) or Add break-even slices, which drops a line at every price where the position breaks even at expiration β two for an iron condor, four for a hedged one. It's a snapshot; after you change the position, click Add break-even slices again to refresh them. The strip below the graph lists every slice with its P/L (and Greeks, if the Ξ tool is on); remove one with its Γ, or use Clear all in the strip header to drop them all at once. The strip has a Price slices heading with a caret β click it to fold the table away when you want the graph to have the room, the same way the Time & IV sliders fold. It stays folded in this browser until you open it again, and adding a slice later will not force it back open.
- Colors β set the T+0 and expiration line colors, and the green/red P&L shading (or turn a shade off).
The top button (two overlapping squares) is Transformer Mode β a mode you turn on, not an overlay. See below.
Transformer Mode
Transformer Mode breaks the position on the graph into the smaller spreads hiding inside it, and lets you spawn a copy of any one piece as its own theo card β handy for modelling an adjustment or closing just one side of a complex trade.
Click the two overlapping squares at the top of the left-hand tool column to turn the mode on. A panel appears below the graph listing whatever you have checked (all of it combined), broken down into:
- The original card(s) β the whole position(s) themselves, listed first and marked with a small blue dot, so you can Dup/Opp a complete card from here too (a hedged iron condor lists its Sell Iron Condor and Buy Reverse Iron Condor; a butterfly lists the Buy Butterfly).
- Every vertical inside each checked card β an iron condor shows up as its call spread and its put spread, a condor as its two verticals, and so on.
- Embedded condors, butterflies and iron condors found by pooling all your legs together β so, for example, a call condor whose four strikes span two separate cards is still detected.
Two ways to pick a piece:
- On the graph β while the mode is on, a small dot sits at each clickable strike. Click one and a chooser lists the sub-spreads through that strike (a strike can belong to more than one, e.g. a vertical and a condor), each with a Dup and Opp button. Your pick ticks the matching box in the panel.
- In the panel β tick Dup (a copy as-is) or Opp (flipped, long↔short) on any row directly.
Show Contracts — while the mode is on, a β Contracts button appears beside Exp + T+0 at the graph's top-right. Turn it on and every strike used by your checked cards is labelled at the top of the graph: a dot (green for a buy, red for a sell), the net contract count with c or p (e.g. -6c), and the strike beneath. A call and a put at the same strike stack, call first. Counts are netted across the checked cards — each leg's ratio times its card's Contracts, buys positive and sells negative — so a strike whose legs cancel out shows nothing. When the position spans more than one expiration, each label also shows its date. Strikes too close together to sit side by side are staggered so their labels don't overprint. It starts off; once you turn it on or off it stays that way in this browser.
When you've picked what you want, press Add checked β the cards are added and the mode turns itself off. A piece that already is one of your whole cards is left off the list β it already has its own Analyze Duplicate / Opposite buttons. Added cards land on the graph, checked, priced from the live chain β so they overlap your originals; uncheck the originals (or the new cards) to isolate the piece you want to study. To leave without adding anything, click the T again (or Exit in the panel).
Dragging strikes on the graph
Grab the dot at a strike's kink on the curve and drag it left/right to change that strike; the spread re-prices live as you drag. In Compare mode every card's strikes are draggable, each sitting on its own curve, and dragging one moves only that card's leg.
Hold Shift and drag to move the whole structure instead — every strike steps together, one strike increment at a time, and all your widths stay exactly as they were. Use it to slide an iron condor up or down without rebuilding it. Shift works the same on Mac and Windows. (Control-click is deliberately not the shortcut: on a Mac that is the secondary click, so it would open the right-click position builder instead.)
In Combine mode a Shift-drag moves every checked card, because the curve you are looking at is their sum. That is what a two-card position needs — a TimeFly is a diagonal plus a butterfly, a Hedged Iron Condor is an iron condor plus a reverse one, and a position opened from Positions is however many fills it took — and it is why an unchecked card stays put: it is not on the curve being dragged. In Compare mode, where each card is drawn as its own line to be weighed against the others, only the card you grabbed moves.
Both kinds of drag change the position, so both release a locked price — a price pinned for the old strikes would otherwise reach your broker as the limit on a different spread — and both clear the fill stamp on a card that came from the Positions page, since it is only true of the exact trade that arrived. If a strike lands somewhere the chain does not list, the card says so with its strike missing warning rather than the drag refusing to go there. A linked double calendar pair moves as one.
Hover a strike (without dragging) for a read-out of that leg's delta, mid price and IV, alongside the strike. A strike shared by two contracts β a straddle's call and put, or a calendar's two expiries β shows a line for each.
Combine vs Compare
The toggle at the top-right of the card list controls how multiple checked cards are drawn:
- Combine sums every checked card into a single net P&L curve β your whole position at once.
- Compare overlays each checked card as its own curve: the first checked card in your chosen colors (solid), the rest dashed in distinct colors, so you can weigh alternatives side by side. The Max Profit/Loss tiles, Greeks, Β±1 SD and hover follow the first (primary) card.
Only checked cards are drawn and counted. Use the checkbox on each card, or Select All / Collapse All at the top of the list.
Exp Only vs Exp + T+0
The button at the graph's top-right toggles whether the T+0 (theoretical) line is drawn alongside the at-expiration line β Exp + T+0 shows both, Exp Only hides the T+0 lines to declutter. It applies in both Combine and Compare.
Price line: Current or Settled
The dashed yellow line on the graph marks the price your position is read at, and Current Profit, both % tiles and the spot row under the graph are all taken at that same price. Normally that is today's price, and the price axis is in index terms, as in ThinkorSwim:
- While the market is open (9:30 AM–4:00 PM ET) the line sits exactly on the index price shown beside the ticker (e.g.
$SPX 7,761.54). - After the close the price beside the ticker holds the 4:00 PM settlement, while the line follows the after-hours price — where the option market says the index is now. At the bell the two match; after that the line moves with the after-hours options market (refreshed every 60 seconds overnight, paused from Friday 5 PM to Sunday 8 PM ET when SPX options don’t trade). Current Profit and the curves are read at the line, so they move with it.
Behind the scenes, options are always priced against the slightly higher price the option chain itself implies (on SPX a few points above the index, from interest and dividends to expiry), which is why a position built at market reads about $0 at the line. The Analyzer learns that gap for each ticker while the market is open and keeps it in your browser; until it has seen a ticker in session once, the after-hours line can sit about a point off the settlement at the bell.
Once a trade has expired, today's price no longer says anything about it — so as soon as one of your checked cards has an expiration that has passed (4:00 PM ET on its date), a Line: Current | Settled switch appears in the header, beside the live price.
- Current — the line and the profit figures at today's price, as always.
- Settled — the line and the profit figures at where the underlying closed on the expiration date, shown on the button, e.g.
Settled 9/10 Β· 7,591.20. The line carries the same tag on the graph, and the row under the graph reads settled instead of spot. If the checked cards expired on different dates, the latest date is used. - Which one you get: when every checked card has expired, the switch goes to Settled by itself; while any leg is still live — the back month of a calendar, say — it starts on Current. Click either side to choose. Your choice holds until you change the position (check or uncheck a card, edit a leg, switch ticker).
- prelim after the price means the official close hasn't been published yet — for SPX that can take a few hours after the bell — so the last minute's price at or before 4:00 PM stands in, and it's replaced once the official figure is out. For stocks and ETFs that last-minute price is always what's used. unavailable means no price could be found for that date, and Settled is greyed out.
- The price beside the ticker always stays live. Settled is the 4:00 PM close, which is right for weekly (PM-settled) options; AM-settled SPX monthlies settle on the morning's opening prices instead, which this does not show.
Price History
The History button in the graph's top-right button row opens a window with two stacked charts: Strategy β the historical mark of your checked position (each leg's mid, summed by side and quantity, so a net credit reads as a negative value) β above the Underlying's price over the same window. Switch the range with Today (intraday, 1-minute β shows βNo data availableβ when the market is closed today), 1 Week, 2 Weeks and 1 Month (daily). It charts the net of every checked card. A leg with no firm two-sided quote on a given day (a deep out-of-the-money wing often shows a 0 bid) is valued from its offer and carried forward, so one thinly-quoted strike doesn't cut the line short.
Price Alerts
The Alerts button at the graph's top-right opens a panel to set price alerts:
- Symbol alert β chime when a symbol reaches a level (e.g. SPX at or above 7757, or at or below 7655), for any symbol.
- Spread alert β chime when the price of your currently checked position reaches a level. Enter it as a positive number β the $ credit or debit amount shown on the card β and "above/below" tracks that amount getting larger or smaller.
Each alert is one-shot: it fires once when the level is crossed, then turns off until you re-enable it. You get a chime, an on-page banner, and β if you allow it β a desktop notification (so it pops even when FLUX is a background tab). Use Test sound & enable notifications once to unlock audio and grant permission.
Managing cards
- Check / uncheck a card to add/remove it from the graph and the profit figures.
- Collapse a card to just its title with the βΈ caret (or Collapse All) to fit more on screen β collapsing doesn't change what's graphed. A collapsed card's title row also shows a one-line digest β contracts, strikes, DTE and the spread price β so you can scan a stack of positions at a glance.
- Note β click the faint οΌ note beside a card's name to add your own label (e.g. "roll target", "half size"). It shows to the right of the name and stays visible while the card is collapsed. Enter or click away to save; it's stored with the model.
- Reorder cards by dragging the move-handle (the four-arrows icon) up or down. Order also decides which card is primary in Compare.
- Analyze Duplicate adds an exact, unchecked copy; Analyze Opposite adds a copy with every leg flipped — both land directly below so you can compare without doubling your real position. Your note travels with the copy; the
INITIALmark and the fill stamp do not. - A card opened from the Positions page carries a fill stamp beside its padlock and price: when that fill happened, in your own time zone, exactly as the Positions page shows it, and where the underlying was at that minute. Cards you build yourself have no stamp, and neither do ones pasted from a ThinkorSwim order — an order string carries no time. The underlying price is looked up separately and is sometimes unavailable (a fill outside regular hours, say); the time then stands on its own. Change a strike, an expiration or a leg and the stamp clears, for the same reason the price lock releases: the card is no longer that fill.
- Delete a card with its β, or clear the whole book at once with Delete All (top of the list, beside Collapse All) β it asks to confirm first.
Undo & Redo
The βΆ Undo and β· Redo buttons at the graph's top-left step back and forward through changes to your position, so a mistaken delete or edit is one click to reverse. Hover either button to see exactly which change it will reverse — for example Undo: delete leg (Buy 7630 Put). A button is greyed out when there is nothing for it to do.
- What counts as a change: building, duplicating, pasting or deleting cards (including Delete All, which still asks first); adding or deleting legs; strikes, expirations, sides, ratios and contracts; dragging a strike or Shift-dragging a whole structure; the theo price, its lock and the credit/debit switch; notes and the
INITIALmark; strike mode; reordering cards; checking or unchecking a card; and loading a saved model or opening a shared link. - One step per action. A drag is one step, taken when you let go. Typing in a card's editor is grouped: keystrokes in the same card moments apart are one step, so a strike typed as 7680 comes back in one click, not four.
- Not a change: zooming or panning the graph, the Time & IV sliders, price slices, the Greeks / Β±1SD / colour tools, and collapsing or expanding cards. Live price updates are never steps either.
- Prices: an undone card is priced at today's market, not the prices at the moment you changed it. A locked price comes back exactly as it was locked.
- Loading a model is undone whole: the cards, the price slices and the model selection that were there before all come back, and Redo loads it again.
- Keyboard: Ctrl+Z (βZ on a Mac) undoes; Ctrl+Shift+Z (β§βZ) or Ctrl+Y redoes. While you are typing in a box they undo that box instead, as usual.
- How far back: each ticker keeps its own last 50 changes. They survive a page refresh and are cleared when you close the browser tab. Making a new change after undoing clears what Redo could bring back. Undo never changes a saved model — that is still the job of Save model and the πΎ beside a loaded model's note.
Saving & importing models
Save model opens a dialog for a name and an optional note, then does two things in one click: it stores the model in this browser and downloads a portable .json file. The note travels with the model (stored and in the file), shows on the πΎ line under the saved-model dropdown while that model is loaded, and appears when you hover it in the Load modelβ¦ list. Click that πΎ line (or its icon) to edit the loaded model's name and note and re-save it in place β handy after importing a model or changing the position. Saved models otherwise live only in the browser you saved them in β clearing site data deletes them, and they don't follow you to another device.
A loaded model stays loaded when you move to another tab and come back β the dropdown still names it and the πΎ line is still there, so you can go on updating that same model rather than saving a second copy of it. The line reads “Update model or add notes” until the model has a note of its own. Typing a different ticker sets the model aside, because that ticker has its own position on the graph; load it again from the dropdown to come back to it.
Import re-opens a downloaded .json: it loads onto the graph and adds it to this browser's saved list. That's how you move a model to another computer or browser β Save it (download the file), then Import it on the other machine.
The Load modelβ¦ dropdown reopens anything saved in this browser; the π deletes the one selected.
A model reopens the way you left it: the cards you had ticked come back ticked, and the ones you had collapsed come back collapsed. That applies to Load model… and to Import alike. A model saved before this existed simply opens with every card expanded.
Sharing a model
Share copies a link to the exact model to your clipboard. Anyone logged in to FLUX who opens it sees the model and can save it to their own list. Pasted into Discord, Slack or iMessage the link unfurls with a thumbnail of the P&L curve. The link is a snapshot β later edits you make don't change an already-shared link.
ToS Trade β paste from ThinkorSwim
To pull a position in from ThinkorSwim: right-click the order in ToS, choose Copy Trade, then click ToS Trade in FLUX. The position is rebuilt here from your clipboard with the traded price locked. If your browser blocks the clipboard read, or what you copied isn't an order, a box opens so you can paste it by hand.
Several orders at once. Copy more than one order together β one per line β and every line becomes its own card in a single click. Orders with identical strikes and expirations stay separate cards rather than being merged, so a position scaled in across several fills comes across as the several fills it was, each at its own price. Any line that can't be read, or that belongs to a different underlying, is reported rather than silently dropped, and the rest are still added.
AM-settled legs aren't supported. On monthly OPEX β the third Friday β SPX lists an AM-settled contract that shares its date with the weekly, and ThinkorSwim marks it [AM] in the order. The Analyzer prices the weekly chain only, so an order containing an [AM] leg is refused and tells you that is why. The two are genuinely different contracts: the AM one is struck at SET on the opening, while the weekly on the same date runs to that afternoon's close. Reading them as the same expiration would draw you a flat, confident, wrong P&L curve, so FLUX declines instead.
This works for a position you already hold as well as one you are staging. ThinkorSwim writes a working order as BUY/SELL and a filled one as BOT/SOLD; FLUX reads both, so copying a filled order brings the position in at the price you actually paid. Going the other way, the TOS button always writes a working order (BUY/SELL β¦ LMT) β an order ThinkorSwim can stage.
Send to broker
Each card has three broker buttons. None of them places an order β every one still needs review and submission in your broker:
- TOS β copies a ThinkorSwim order string to your clipboard (credit/debit sign handled correctly, even for broken-wing spreads).
- Tradier β opens a pre-filled multi-leg ticket in a new tab.
- IBKR β downloads a CSV to import into IBKR order entry. Third Fridays: for SPX, RUT and NDX, a leg expiring on the third Friday of the month (or the Thursday before it) shares its date with the AM-settled monthly, and IBKR's order file has no way to say which one you mean — IBKR usually imports the monthly, which it lists under the Thursday. FLUX warns you before downloading such an order: after importing it, change those legs to the weekly (SPXW, RUTW or NDXP) in IBKR before sending.
Calendar Spread IV
▶ Watch the training video: Calendar Spread IV — 11:25
This tab tracks the implied-volatility relationship between a near-term (front) and a later (back) expiration, to time calendar and double-calendar entries. It shows the live IV ratio and spread, a term-structure chart over Today/5D/20D, the historical range of the ratio, a scanner that ranks every expiration pair by how far its ratio has fallen from its recent high, a pinned-favorites list, and a Risk Graph order-builder.
Choosing a symbol & the two expirations
- Pick the Symbol from the dropdown at the top-left (SPX by default).
- In the Expirations list, each row has an F and a B button β click F to set the front (near) leg and B to set the back (far, later) leg. Every number and the chart recompute for that pair.
- Prefer a calendar layout? Click Calendar View to open a month grid β click a date for the front, then a later date for the back (click a selected date again to clear it), then Done.
- Hide AM (on by default) drops a.m.-settled expirations from the list.
The Selected Pair card
Shows your current Front and Back expirations. The star pins this pair to your favorites (see Pinned Pairs). Risk Graph opens the P&L builder for it (see below).
The stat tiles
Across the top (each has an β for the exact definition):
- IV Ratio (F/B) β front IV Γ· back IV, with the change on the day. Near or below 1 means the front isn't especially rich versus the back.
- IV Spread (FβB) β front minus back IV, in volatility points.
- Front IV % and Back IV % β the delta-based at-the-money IV of each selected expiration, each with its DTE.
- IV Index β the symbol's overall IV (average of expirations within ~45 DTE).
The chart, time range & smoothing
The chart plots the IV Ratio against time with the Front and Back IV lines for context.
- Today / 5D / 20D β set the window to the current session, last 5 days, or last 20 days (this also drives the statistics).
- Raw / Avg / Filter β how the lines are smoothed: Raw is every snapshot, Avg a 5-point rolling average, Filter removes ~2.5Ο outliers. Use Avg/Filter for the trend, Raw for every tick.
Historical Statistics
Three cards β Today, 5 Days, 20 Days β each show the ratio's Low and High with dates and a range bar; the dot marks where the current reading sits in that range.
Pinned Pairs
Star a pair (from Selected Pair or the scanner) to keep it in the Pinned Pairs table for quick monitoring. Columns include Front, Back, a mini Chart, Ratio, Day Change, β Drop from High and β Rise from Low (click a header to sort). Pins are saved per-symbol in this browser and drop off automatically once expired.
Pair Scanner
Expand Pair Scanner to rank every front/back combination by how far its ratio has dropped from its high (a common calendar entry cue). Narrow the list with the filters, then click βΊ Rescan:
- Min DTE / Max DTE β restrict the front leg's days to expiry (default 0β30).
- Max Gap β largest allowed spacing between the two expirations (default 5).
- Min Drop % / Min Rise % β only show pairs that have fallen/risen at least this much.
Columns match the pinned table (Front, Back, Chart, Ratio, Day Change, Drop from High, Rise from Low), sortable, with a star to pin. The color key: Drop from High green <0.5% Β· yellow 0.5β1.5% Β· red >1.5%; Rise from Low yellow 0.5β1.5% Β· green >1.5%.
Risk Graph
The Risk Graph button opens a P&L curve for the selected pair, priced from live option chains and defaulting to the 40-delta put and call, with a Β±1 SD expected-move zone.
- Adjust Call strike, Put strike and Lots; the curve and the footer stats (Trade, Cost Basis, Max Profit, Max Loss, S/L Ratio) update.
- When enabled, a Double / Single mode toggle and a Call / Put selector switch the structure.
- Send it out with FLUX (opens it in the Analyzer), TOS (copies an order string), Tradier (pre-filled ticket) or IBKR (CSV — on a third-Friday expiration it warns you to switch those legs to the weekly in IBKR, whose order file can't tell the weekly from the monthly). None places an order. For a full multi-structure builder, use the Analyzer tab.
Data status & shareable links
The Data Status card shows the last snapshot time and a Live (1m) toggle β turn it on to auto-refresh current IV every 60 seconds (off by default). The address bar carries your symbol, front and back selections, so you can bookmark or share a link that reopens exactly this view.
Earnings
▶ Watch the training video: Earnings — 13:30
A weekly earnings-reporting calendar of Navigation-curated tickers, built for earnings-volatility trades. Each report shows the market's expected move going in; click a ticker for a deep analysis β how its implied move compares to history, how it tends to behave the day after, a 20-quarter breakdown, and the underlying fundamentals, EPS and news.
The weekly calendar
The grid shows MondayβFriday, with each reporting ticker as a card under its day.
- Move between weeks with the βΉ / βΊ arrows; This Week jumps back to the current week.
- Each card shows the ticker, company, and a move badge: the actual % session move if it has already reported, otherwise the expected Β±% (IV-implied). Upcoming names may also show a small β+X% avg 7d/30dβ run-into tag β the stock's average drift heading into past reports.
- Click any card to open its detail view.
Search
Type a symbol in Search ticker⦠to find a name and open its detail view directly, even if it isn't on the current week. Which tickers populate the calendar is managed by your NavigationTrading admin.
The detail view
Opening a ticker shows a header (price, report date, and BMO/AMC timing) and a hero summary:
- Before the report: the Expected Move (percent and dollars, IV-implied) and a Historical Rate β how often the stock’s opening gap has exceeded its expected move.
- After the report: the expected move, the gap / expected ratio, and the Actual Move — the overnight earnings gap, prior-day close to the next open. That is the move the expected move was priced for, so it is the one the ratio divides. If the stock kept running (or gave it back) after the open, a smaller session line appears underneath with the full close-to-close move. The percentage on the calendar card is the same gap figure.
Everything on the card that says a report exceeded or stayed within its expected move judges the gap, so the header, the history chart and the rates always agree. In the history chart each bar’s height is the close-to-close move and the white tick on it is the gap; a bright bar means the gap exceeded the expected move (the dashed yellow lines), a muted one that it stayed within. Hover a bar for the report date, the close, the gap and the expected move. The Close and Gap statistics further down are labelled separately and keep both measures.
Pre-Earnings Edge Analysis
Four tiles frame whether the options look rich or cheap: Hist. Move (close β open), Vol Crush (expected), Adj. Move (after crush), and IV Implied (move Β±). The Bottom Line panel calls it overpriced (β₯ +2%), underpriced (β€ β2%) or fairly priced (within Β±2%) and suggests the fitting strategy stance.
Post-Earnings Day Trading Edge
A table of how the stock behaved the day after past reports, split by scenario β Gap Up β€ Expected, Gap Up > Expected, Gap Down β€ Expected, Gap Down > Expected β with how many times each happened, the continuation %, and the average intraday move, plus a plain-language βpatterns to watchβ summary.
20-Quarter Breakdown
Two columns summarize the last ~20 reports β Session Close (up/down counts, how often it beat the expected move, average moves) and Gap Open (gap up/down, gap vs close, averages, largest gap) β so you can see the stock's earnings personality at a glance.
Charts, tables, EPS & news
- Historical Earnings Moves β a chart of past up (green) / down (red) moves against the expected Β± band (dashed) and the gap open.
- Post-Earnings Moves and Pre-Earnings Moves tables β the per-report detail (expected, gap, close, +7d/+30d, and β30d/β7d run-in), with directional breakdowns. Expected, Gap Open, Close and the run-in columns are measured from the close before the report. +7d / +30d are measured from the close of the reaction session instead β the first close after the report β so they show how the stock drifted after the earnings move rather than repeating it. The Avg +7d / +30d by Close Session Outcome table groups reports by that first reaction (up or down, within or beyond the expected move) and averages the drift that followed.
- Fundamentals (market cap, P/E, forward P/E, P/S, EPS TTM, EPS & revenue growth), an EPS β Actual vs Estimate chart, and Latest News.
Sharing a view
The address bar tracks the week and any open ticker (e.g. #weekof/2026-05-11/AAPL), so you can bookmark or share a link that reopens the exact week with that ticker's analysis already open.
NTT Scanner
▶ Watch the training video: NTT Scanner — 6:54
The NTT (Navigation Trend Trading) Scanner lists symbols with their current trend signal, recent ATR, and next earnings date. Filter and sort the list, star favorites, and open any symbol's chart to see the trend and where its signals flipped. It's a signal tool β it never places a trade.
The signals
Each symbol shows one of these states (the β βReading the Signalβ popover has the full definitions):
- Buy the Dip β a pullback within an uptrend, the long setup.
- Sell the Rip β a bounce within a downtrend, the short setup.
- Johnny Cash Long / Short β the trade is working and in βmanage itβ mode.
- Buy the Dip (Early) / Sell the Rip (Early) β an early alert that a setup may be forming; the pill notes which alert number it is.
- Neutral β no active signal.
Filtering & search
- Search symbolβ¦ β filter to a name.
- All Sectors β a checklist of sectors (Technology, Financial Services, ETF, Futures, β¦); tick the ones you want, or Clear all.
- All Signals β the same idea for signal types.
- β Favorites only β show just the symbols you've starred.
Your sector, signal and sort choices are remembered on this browser.
The table
Columns: the β favorite toggle, Symbol, Sector, Signal (as colored pills), ATR, Earnings (next date, shown red within ~2 days / amber within ~7), and Last Scanned (when that row was refreshed). Click any header to sort by it; click a row to open its chart.
The chart drawer
Clicking a symbol slides in a chart from the right: a price pane (with the NTT trend and candles) above an ATR pane, plus a Previous Signals list of past transitions. Close it with the Γ, the Esc key, or by clicking outside it. A direct link like /ntt#AAPL opens straight to that symbol.
Recent Signal Changes
The feed on the right lists the latest transitions (e.g. βAAPL: Neutral β Buy the Dipβ) with a timestamp; click one to open that symbol's chart. It refreshes about every 60 seconds.
0 DTE
▶ Watch the training video: 0 DTE Dashboard — 8:58
A live SPX same-day-expiration chart for intraday decisions: price with expected-move bands, previous-day reference lines, a companion VIX chart, an optional Gamma Exposure (GEX) panel, and a replay slider to scrub back through the session. It streams live and falls back to polling automatically.
The stats strip & date picker
- The top strip shows SPX (with its change), 1SD Β± (the day's expected move implied by VIX1D at the open — see SD Bands below) and VIX.
- A Stream badge (green pulsing dot) means it's on a live WebSocket; Polling (blue dot) means it's on the 30-second REST fallback β both are normal.
- The date picker loads a past trading day for replay/review; leaving it clear stays on the latest session.
The chart & its lines
The main chart overlays several reference lines. Each has a label in the legend β click a label to hide or show that line (your choices are remembered):
- SPX β the price.
- 1 SD Live Pts β the magenta line: the expected move for the rest of today, in points, and the width of 1 SD Live. It starts at the day's opening 1SD (see SD Bands) and moves with the live 0DTE at-the-money straddle:
opening 1SD Γ (straddle now Γ· opening straddle). The straddle is what the market charges for the rest of today, so the line shrinks toward the close as the straddle decays, and rises if it rises. It deliberately does not use live VIX1D: VIX1D measures the next 24 hours, so by the afternoon it is mostly pricing tonight and tomorrow. It is the same number as 1 SD Live without the hold, so it can rise where the band cannot. On a day without minute-by-minute straddle data (some older days kept only the opening straddle) it falls back toopening 1SD Γ β(minutes left Γ· 390). - 1 SD Avg Pts β the dashed red line: the typical 1 SD Live Pts for each minute of the day, to compare the magenta line against. For each of the last N trading days, every minute's straddle is taken as a share of that day's opening straddle; the shares are averaged and multiplied by this day's opening 1SD, so it shows the usual shape of the day's decay at today's size. Days without minute-by-minute straddle data are left out. Set N (2dβ30d) with the lookback selector beside its label; the number in the label is how many of those days had straddle data.
- SD Bands β dashed lime lines at Β±1SD and Β±2SD: the day's expected move implied by VIX1D, Cboe's one-day volatility index, at the open —
SPX open Γ (VIX1D open Γ· 100) Γ· β365, doubled for Β±2SD — drawn above and below the opening price and fixed for the day. It divides by β365 rather than β252 because Cboe computes VIX1D over calendar days. The same number is the 1SD Β± figure in the top strip. - 1 SD Live β two solid lime lines: 1 SD Live Pts drawn above and below each candle's high/low midpoint. They follow price and pinch together toward 4:00 PM ET. The width is held so it can only narrow — if the straddle rises mid-day, the band stays as tight as it already was. It is rebuilt from the open every time, so reloading the page draws the same lines, and it follows the replay slider like everything else on the chart. Hover the chart and the data box shows its half-width and both levels at that minute.
- Β±1W SD β dashed blue lines for the week, from VIX9D, Cboe's nine-day volatility index and the closest one to a week:
SPX close Γ (VIX9D close Γ· 100) Γ β(days Γ· 365), anchored to the prior Friday's close, where days is the calendar days from that close to this week's Friday close — 7 in a normal week. If that Friday was a market holiday it anchors to the last trading day before it. - H/L β previous day's high/low; O/C β previous open/close.
A companion VIX chart sits below. The ? βChart Guideβ button explains every line in place.
Gamma Exposure (GEX)
When enabled, the GEX button opens a gamma-exposure panel beside the chart, with Call Wall, Put Wall and Net GEX readouts. β switches between Net and Call-vs-Put views; βΆ opens a full-screen modal with stacked Gamma Exposure, Open Interest and Daily Volume panels, a strike-count selector, and GEX Sentiment / Ratio / Net stats. The ? βGEX Guideβ explains how to read it.
The replay slider
When GEX is on, a scrubber under the chart lets you replay the session: ββ/βΆβΆ jump 30 minutes, β/βΆ step a minute, and LIVE snaps back to the present. The whole chart and GEX move together to that moment.
Relative Strength
▶ Watch the training video: Relative Strength — 21:42
The Relative Strength tab answers one question in real time: which of the names you follow are actually stronger or weaker than the market β not just up or down. A stock up 0.5% on a day the whole market is up 1% is weak; this page makes that visible at a glance, from the 4:00am pre-market through the 8:00pm after-hours close.
It has two halves: a watchlist on the left β your symbols, arranged as a tree (market → sector → stock) β and a two-pane chart of whichever row you click: the stock against its benchmark on top, its volume below.
The watchlist tree
Every symbol is measured against the benchmark you assign it: NVDA vs SMH, SMH vs XLK, XLK vs SPY. Because a benchmark can itself be a row, the list is a tree, and it is your drill-down: every level sorts by its own strength, so the leader of each group is its top row. Read down the top edge for strong market → strongest sector → strongest stock; the weak chain is the bottom edge.
- Adding: type the symbol and the benchmark (the box suggests index ETFs, the eleven sector ETFs, common thematics like SMH, and anything already on your list). Leave the benchmark blank to track a symbol on its own β it then shows % change only. If the benchmark isn’t on your list yet it is added for you (vs SPY) so the tree stays connected; click its benchmark label to retarget it.
- Adding to a group: every category header carries a + — click it, type just the ticker, and it lands in that group measured against the group’s benchmark. The full add row (behind the pencil) is only needed when a symbol wants a benchmark of its own.
- Changing a benchmark: click the small benchmark label on any row and type the symbol — leave it blank for none. If that benchmark isn’t on your list it is added for you, in the same category, so the row still has a parent to nest under. Loops — a symbol benchmarked to something beneath itself — are refused, and so is a symbol benchmarked to itself.
- The same symbol twice is allowed with different benchmarks (NVDA vs SMH and NVDA vs QQQ), and each row keeps its own numbers.
- Collapse a group with the βΎ caret; remove a row with its Γ. Removing a parent leaves its children on the list at top level.
- Once your list is set up, the editing rows (add, saved lists, import) tuck away behind the small pencil button beside the WATCHLIST heading — click it any time to bring them back. They start visible in a fresh browser.
- The list re-sorts every 10 seconds, not on every tick, so rows don’t jump under your cursor. Numbers update in place between sorts.
- Categories group rows under a heading you name — Crypto, Chips & Semis, Big Banks. Type one in the Category box when adding a symbol; a name that isn’t on the list yet creates the group. Drag a heading to reorder the groups, and use its caret to fold one away. Inside a category the benchmark sits on top and the stocks sort strongest-first, exactly as they do without one.
- A category carries its own benchmark — Crypto vs IBIT, Chips vs SMH — shown on its heading. Anything you add to that category is measured against it automatically, so filing a symbol is one decision rather than two. Type a benchmark as well if you want that row measured against something else; a row only shows a benchmark label when it differs from its group, which keeps the list readable.
- Click the benchmark on a heading to change it. If the group already holds symbols measured against something else, FLUX asks whether to move them across — one click to tidy a group you built before it had a benchmark. It never re-bases rows without asking.
- A category never changes what a row is measured against. SMH benchmarked to QQQ reads the same whether it sits in “Chips & Semis”, in “Other”, or in no category at all — grouping is about how the list is arranged, not about the numbers.
- Removing a category keeps its symbols, ungrouped. Categories travel with a saved list, an exported file, and the NT watchlist.
- The whole list lives in this browser (like the Analyzer’s saved models) β it does not follow you between computers, though you can carry one across as a file (below).
The NT watchlist, and your own
The first time you open this tab you are given NavigationTrading’s watchlist — the same tree, benchmarks and all. From that moment it is yours: add, remove, re-benchmark or delete the lot. Nothing you do here is visible to anyone else, and nothing NavigationTrading publishes will quietly overwrite it.
- When the NT list is updated, a small blue note appears above your list saying so, with Load it. Your list is untouched unless you click. Dismiss it with the × and it will not ask again until the next time that list changes.
- NT list replaces what you have with the published one. Before it does, your current list is saved automatically as “My list — before NT list”, so a click you regret costs nothing.
- Save keeps a named copy in this browser — “Semis”, “Earnings week” — and the dropdown loads one back. Delete removes the one selected.
- Save also downloads a .json copy, named after the list. Keep it as a backup, or move it to another computer and open it there with Import — nothing here is stored against your account, so a file is how a list travels. Importing one saves what you had first.
- A file that isn’t a FLUX watchlist — a saved Analyzer model, say — is refused whole rather than half-loaded, so a wrong pick can never leave you with a fragment of a list.
RS & CRVOL
- RS β the row’s move versus its benchmark’s move, both measured from prior close, in basis points (100 bps = 1%). Green positive = outperforming, red negative = underperforming. Prior-close anchoring is what makes the number continuous from the first pre-market print through the close, with the overnight gap included.
- CRVOL — cumulative relative volume: everything traded so far today against the median cumulative at this same time of day over the profile’s sessions. 1.0x is a normal day to this point; 2.4x at 9:45am means two and a half times a normal start. It is a running total, not a reading of the current minute — a stock can sit at 3x on the day while the last minute is quiet, and vice versa. The first time a symbol is added the baseline builds in the background and the cell shows β¦ for a few seconds. A reading of 2x or more turns orange, and 3x or more is boxed as well — the same threshold and the same colour the volume chart uses to mark a heavy minute, so the page means one thing by “heavy”.
- chg β today’s plain % change from prior close.
- Med / Avg — the CRVOL·MED column header is itself the toggle: click it to choose what CRVOL divides by. Med is the median session — the middle one — so a single extraordinary day in the window is ignored. Avg is the mean, which that day lifts. One earnings session can be the difference between “3x normal” and “1.2x normal” for the same volume, so when the two disagree sharply the window is telling you it contains an outlier. The setting also moves the volume chart’s dashed baseline, so the whole page always means one thing by “typical”. Remembered in this browser.
- The colored edge bar on each row combines the two signals: hue is RS (green/red), intensity is CRVOL β vivid means strong and heavily traded; pale means a move on no volume.
The chart panes
Click any row to chart it. Two panes share the same 4:00am–8:00pm timeline, with dashed verticals at 09:30 and 16:00:
- Top β the overlay. The stock (solid) and its benchmark (dashed), both indexed to 100 at prior close. The shaded gap between the lines is the relative strength: green where the stock leads, red where it lags. This is the pane to read first.
- Bottom β volume vs normal. Each minute’s volume as bars, with a dashed line showing the median for that minute of day. Bars at 2x+ their own minute’s normal are highlighted β that is where the crowd showed up.
Each pane carries a one-line caption naming what it shows with your own symbol and benchmark in it, and the top pane a legend marking which line is which — so nothing here depends on remembering that solid is the stock and dashed is the benchmark.
Headings. Each pane is titled with the figure it draws: Relative Strength in basis points above the overlay, Cumulative Relative Volume above the bars, and the pair being compared on the row above both, with the symbol’s own price and day change at the right-hand end of that row and the benchmark’s directly beneath it. Both quotes are shown because the relative strength is a ratio of the two moves — “−737 bps” means something quite different when the benchmark is flat than when it is down 2%. Pre-market, if the chart has substituted a benchmark further up the chain, this line names the one actually being compared against. The grey line under each heading says how to read that pane.
Hovering. A dashed crosshair tracks the pointer on both panes at once, so the minute you are looking at in the price chart is marked in the volume chart too. A single box follows the cursor with that minute’s figures together — the symbol’s price, the benchmark’s, the relative strength in bps and the volume — instead of one tooltip per pane sitting on top of the chart.
Zooming. Scroll the wheel over either pane to zoom the time axis and drag to pan along it. The two panes are locked together, so a volume bar always sits under the minute it happened in, and your zoom survives the once-a-minute bar refresh instead of snapping back. A Reset zoom button appears next to the chart title while you are zoomed in, and double-clicking a pane resets it too.
Resizing. The thin line between the two panes is a handle — drag it up or down to give either pane more height, and double-click it to return to the default. Neither pane can be collapsed away entirely. The size you choose is remembered in that browser, like the watchlist itself.
Bars refresh about once a minute; the numbers in the chart header are live with the watchlist.
Compare mode
Every watchlist row has a checkbox on its left. Check two or more tickers (up to 10) and the chart switches to Compare mode: one solid line per ticker, each indexed to 100 at prior close, so their paths are directly comparable β the strongest name is simply the highest line. The red/green shading and the volume pane step aside; volume conviction moves into the legend instead.
- One click per group: the compare button on a category heading (two crossing trend lines) compares that whole group at once (its benchmark row is left out β it becomes the dashed reference line). Click it again to clear the compare.
- The dashed benchmark appears only when every checked ticker shares one β the within-category case. A mixed selection gets no dashed line; check SPY itself if you want a market reference.
- The scoreboard above the chart is the legend: one chip per line reading
ARM +252 Β· 1.9xβ that line’s RS and CRVOL, coloured to its line, ranked strongest-first, updating with the tape. A chip’s Γ drops that line from the compare. Colours are assigned when a ticker is checked and kept until it is unchecked; re-sorts never recolour a line. - Hover ranks the pack: the hover box lists every line at that minute, sorted strongest-first, with price and % from prior close.
- Replay works here too: pick a past date or drag the slider and all the lines truncate together at the cursor.
- Uncheck back down to one and the two-pane view with the shaded gap returns. The checked set is remembered in this browser.
Time ranges
The row of buttons above the chart β 1D 5D 1M 3M 6M 1Y β changes the window the panes cover. Every range works the same way: lines indexed to 100 at the official close before the window’s first bar, RS as the gap or the compare lines, volume against what is normal. 1D is the live intraday view exactly as described above; longer ranges end today.
- Bar size: each range has a default increment (5D → 15m, 1M → 30m, 3M+ → daily) and a dropdown to change it within what the data source can serve. Each range remembers its own choice.
- Cust: a window of your own β pick a start and an end (up to a year, ending no later than today). The bar sizes offered narrow as the span grows, exactly as the presets do.
- ext: includes 4:00am–8:00pm bars at minute increments. Daily candles are regular-session by construction, so the toggle greys out at daily.
- Volume baselines follow the bar size: minute bars are judged against what is normal for that stretch of the day (the same ~20-session curve CRVOL uses); daily bars against the median of the prior ~20 days — an earnings day glows orange on a 1Y chart the way a heavy minute does intraday.
- Compare and replay carry over: compared lines index to the same window anchor, and the slider scrubs within whatever window is loaded — on 1Y the cursor steps a day at a time. The calendar (picking a specific past day) applies to 1D only.
- The watchlist columns stay intraday at every range — RS since prior close and today’s CRVOL. The range changes what the chart shows, not what the rail measures.
Replaying a day
Under the volume pane sit a calendar and a replay slider, the same idea as the 0 DTE page. Pick a past date and the panes load that whole session (4:00am–8:00pm), anchored to the prior day’s official close — so the RS shading and the headings mean exactly what they mean live.
- Scrub with the slider, or step with the arrows — single arrows move a minute, double arrows 30 minutes. The chart draws only up to the cursor over the full-day axis, the hover box will not reveal anything past it, and the headings above the panes read as of that minute — RS, CRVOL and both quotes included.
- Today rewinds too: drag the slider left to re-watch this morning; parking it back at the right edge is simply live again. LIVE snaps back at any time.
- While a replay is active the chart stops refreshing itself (a finished day never changes, and a refresh must not yank the cursor); the watchlist stays live throughout.
- CRVOL on a past day divides by the current ~20-session baseline — exact for recent days, an approximation further back. A date with no bars was a holiday, or is further back than the data source’s minute history reaches.
Pre-market
Everything on this page works before the open β pre-market CRVOL is one of the best gap-morning signals there is (“8x its normal volume by 7:15”). Two things behave differently before 09:30:
- Prices use the bid/ask midpoint rather than the last print, because pre-market spreads are wide and a single odd-lot trade would fake an RS move.
- Sector ETFs barely trade pre-market. When a row’s benchmark hasn’t printed recently, the page climbs the tree to the nearest liquid ancestor and says so on the row and in the chart header (e.g. SMH→QQQ), rather than comparing against an hour-old price. It snaps back to the assigned benchmark once it starts trading.
News
▶ Watch the training video: News & Prediction Markets — 6:02
The News tab lays out four panels side by side. The two on the left are live embeds from FinancialJuice:
- Economic calendar β scheduled global data releases and central-bank events with Actual / Forecast / Previous and impact dots, updating through the day.
- Live news feed β a scrolling feed of real-time market news.
The third column, on the right, is built by FLUX: Daily Movers on top and Fear & Greed below it, the two of them the same width and finishing level with the bottom of the FinancialJuice panels beside them. On a narrow screen or a phone the column wraps underneath the other two rather than shrinking them.
Daily Movers
Two lists side by side in one panel β β² TOP GAINERS on the left, βΌ TOP LOSERS on the right, separated by a vertical divider β each showing ten rows. A row is the company's logo, its ticker, the company name and its percent change on the day, which is always the number on the right-hand edge. Gainers are green, losers red, and alternate rows are lightly shaded so your eye can follow one across.
- The column is narrow, so a long company name is cut short with an β¦. Hover it (or long-press on a phone) to see the whole name.
- A handful of names have no logo on file; those rows simply show a blank space where it would be, and stay lined up with the rest.
- The percentages are set in fixed-width figures, so the decimal points line up down the column and the ten rows can be compared at a glance.
- What's in the ranking β the constituents of the S&P 500, plus a small watchlist of other large caps we follow that the index doesn't carry: ARM, ASML, BABA, BIDU, HIMS, JD, MSTR, PDD, SHOP, SKHY, SNOW, SPCX, SPOT and TEM. Several of those are ADRs of foreign issuers, which are ineligible for the index however big they get; the rest are simply US names the index hasn't added. It's still a read on which large caps are actually moving today, not a scan of the whole market, so a small-cap runner will never appear here.
- Where it comes from β live market data. FLUX quotes the whole index in one sweep and ranks it by percent change.
- How often it updates β about every five minutes while the market is open (9:30amβ4:05pm ET). Outside those hours the last reading of the session stays on screen, which is intended: after the close, the closing movers are the right answer.
- The line at the bottom β As of plus a time is when that reading was taken. If a quote sweep fails, the previous numbers keep showing and the line adds a quiet amber βΒ· delayed β waiting on a fresh quoteβ. You're never shown a blank widget just because one refresh missed.
- Before the first sweep of a fresh deployment you may briefly see βWaiting for the first quote sweepβ. It fills itself in.
Fear & Greed
CNN's Fear & Greed Index, a 0β100 market-sentiment gauge, shown as a semicircular dial running red (extreme fear) through amber to green (extreme greed) with the needle at the current value.
- Collapsed view β the needle, the score in large type, the rating word under it (βExtreme Fearβ, βFearβ, βNeutralβ, βGreedβ, βExtreme Greedβ), and the move since yesterday, e.g. ββΌ 4 points vs. previous closeβ.
- Click the gauge to expand it. Three things appear: Last 6 months, a line chart of roughly the last 180 daily readings on the same 0β100 scale with guides at 25 / 50 / 75; Previous readings, the score at the previous close and 1 week, 1 month and 1 year ago; and What's driving it, the nine component indicators β Market Momentum (S&P 500), Market Momentum (125-day), Stock Price Strength, Stock Price Breadth, Put/Call Options, Market Volatility, Market Volatility (50-day), Junk Bond Demand and Safe Haven Demand β each with its own score, colour bar and rating. Click again to collapse.
- How to read it β it's a contrarian temperature check, not a signal. Extreme fear says the market is pricing in a lot of downside; extreme greed says complacency. It tells you nothing about timing.
- How often it updates β FLUX re-reads CNN every 15 minutes through the day. As with movers, As of shows the reading's time, and if CNN stops answering, the last good score stays up with a quiet amber βΒ· delayed β CNN not answeringβ rather than disappearing.
Both panels carry an β next to their heading with the short version of all this.
Prediction Markets
▶ Watch the training video: News & Prediction Markets — 6:02
The Predictions tab shows live odds from Kalshi (a CFTC-regulated prediction-market exchange) for macro and market events.
- It opens on a curated Featured set. The chips across the top switch themes β Fed & Rates, Inflation, Jobs & Growth, Indices, Commodities, Crypto, Politics β each showing that theme's markets. Each theme shows its top 9, with the rest behind a Show all; the Filter box narrows the current view.
- The Sort dropdown chooses the order: Volume ranks by all-time traded contracts (the biggest, most established markets first), while Trending ranks by the last 24 hours of trading β what's active right now, so a market moving on today's news rises to the top. On Trending, the card shows its 24h Vol.
- Each card is one event (e.g. βNumber of Fed rate cuts this yearβ, βCore CPI YoYβ), listing its outcome brackets with the market-implied probability β the YES price, where 68% means the market prices a 68% chance. The most likely outcome is highlighted; longer ladders show a β+N more on Kalshiβ.
- Vol is the traded contract volume and closes is when the market settles. Prices refresh about every minute.
- Trade on Kalshi β opens the market on Kalshi. FLUX only displays the odds β it doesn't place trades.
Positions
▶ Watch the training video: Positions — 5:46
The orange Positions button at the right-hand end of the tab bar opens NavigationTrading’s own live positions. These are real trades from a real account, pushed into FLUX from their trading platform as they are opened, adjusted and closed — not models, not suggestions, and not a signal service. It is a button rather than a tab because it is something you go and look at, not a section you work in.
The page is strictly read-only. There is nothing to edit here: no strikes to drag, no prices to change, nothing to delete. The only control on a position is Analyze.
These trades are not for copying. The notice beside the page heading says so plainly: “If you try to copy trades, you will lose money. My trades are for educational purpose only.” They are shown so you can see how a strategy is built, adjusted and closed in a real account — position sizing, timing and account risk are yours alone. Read the full disclosure.
- Open positions are listed first. They stay listed for as long as the position is open, which may be several days.
- A closed position carries a grey chip saying how it ended: Closed when NavigationTrading traded out of it, Expired when it ran to expiration — two quite different stories about the same −100%. Positions pushed before that was recorded read Closed, which is what FLUX has always shown when it was not told otherwise.
- Closed this week lists everything closed since Monday. The list clears on Sunday at 11:00 PM Central, so each Monday starts a fresh week. It is a calendar week, not a rolling seven days — on a Tuesday you see Monday and Tuesday, not last Wednesday. Times on the page are shown in your own time zone (from your browser, labelled PT, MT, CT, ET…), and each weekday button follows the same clock, so a trade sits under the day its printed time says. If a position you were watching has gone, it closed in an earlier week.
- All / Open / Closed this week at the top of the page chooses which lists you see. Each button carries its own count — Open (3), Closed this week (6) — so whichever view you are in, you can still see what the others hold. Your choice is remembered on this browser, and switching is instant: it does not reload anything.
- Choosing a closed view adds a second row of weekday buttons — Mon, Tue, Wed and so on, each with its own count — to narrow the list to a single day. Only days that have happened appear, so on a Tuesday you see Mon and Tue. A day with nothing in it still shows, as Wed (0), so you can tell a quiet day from one you are not looking at. Closed this week always shows everything in the window, including the occasional position closed over a weekend, which no weekday button covers.
- The page refreshes itself about once a minute, and there is a Refresh button at the top right if you want it now. The line under the heading shows when it last updated.
Reading a position
Each position is one panel, with a coloured stripe down its left edge — green while it is open, grey once it has closed — so you can tell the two apart while scanning without reading anything. The panel reads in three lines:
- First line — the ticker, the strategy tag it was filed under (“Double Calendar”, “Iron Condor”), a Closed badge if it is one of today’s closes, and the Analyze button at the right.
- Second line — NavigationTrading’s own short name for that particular trade if it was given one (“DCTM #209 6-7 DTE Aug 27/28”), followed by their note in amber if one was left. The strategy says what the structure is; the name says which trade it is.
- Third line — the expirations the position spans with their days to expiration, read off the fills themselves and recomputed every time you load, so the count falls on its own rather than ageing into a stale number. Then when it was opened, and closed if it has been.
Under those:
- All times on this page are in your own time zone, from your browser, and labelled (PT, MT, CT, ET…). Market rules still run on Eastern time: “today”, the 4:00 PM ET close and settlement.
- Realized P&L, on closed positions only. This is the figure NavigationTrading confirmed in their own platform, shown with a sign and a $ in front of it and rounded to the nearest dollar — +$1704 green for a gain, −$1704 red for a loss, and a plain $0 in grey for a scratch. Only the display is rounded: trades from some brokers arrive with cents, and the cents are noise in a column you are scanning. FLUX never recalculates the figure itself, deliberately — two systems working out the same dollar amount independently is how they end up disagreeing in public.
The notes
A note is NavigationTrading’s own commentary in their own words — why the trade was taken, what was being watched, what a particular fill was about. It is not generated by FLUX and it is not a signal or an instruction. Notes appear only where one has been written; a position or a fill with nothing to say simply shows nothing.
- A position note sits on the top line, just after the ticker and the strategy tag, in amber. It is about the trade as a whole.
- A card note sits on a fill’s own title row, between
ENTRY · SELL IRON CONDORand the fill time, in the same amber. It is about that one fill — typically why the position was adjusted, or how the fill went. Amber is the note colour throughout FLUX — it is what a note looks like on an Analyzer theo card too.
Some positions carry a note written automatically by the trading platform when the trade is filed; if a note is later written on the position in FLUX, that one is what you see. Either way there is only ever one note on a position, and it is NavigationTrading’s.
The entry, adjustments & close
Under each position is the story of the trade, in the order the fills happened — earliest first. On a simple trade that reads Entry, then any Adjustments, then the Close; on one scaled into and out of, entries and closes interleave, because that is what actually happened. Each one is a real fill and shows:
Each one is laid out exactly like a collapsed theo card in the Analyzer, so a fill reads the same wherever you meet it:
- A title line — its kind and the structure, e.g.
ENTRY · SELL IRON CONDOR— with the fill time at the right-hand end, and the note on that fill in between if one was written. Entry is blue, Adjustment amber, Close grey. - One line per leg: ↑ Buy or ↓ Sell, the number of contracts (
4×— the real total, so a 2-lot butterfly body reads 4), call or put, the strike, and the expiry with its days to expiration (Aug 21 (2 DTE)). - The net fill price, marked credit (money received) or debit (money paid). Colours follow the ThinkorSwim convention the Analyzer uses — green for a debit, red for a credit — not gain and loss.
A theo card in the Analyzer also carries a price on every leg; these cards do not. What the platform sends is the net paid or received for the whole spread — there are no per-leg prices in it, and FLUX would rather leave the column out than invent one against a real fill.
An adjustment is a fill in its own right, not a rewrite of the entry — so a position that has been rolled shows both the original structure and the roll, which is how you can see what was done and when.
A few positions carry no fill detail at all, and say so in place of the card list. Not every NavigationTrading trade runs through the platform whose order format FLUX reads, so for those the trade and its result are pushed rather than its legs: you get the ticker, the strategy, the label, the expiration, when it opened and closed, and the realized P&L — the figures shown are the whole record. There is no Analyze button on one of those, because there are no legs to open.
Every position starts folded: you see its summary line — ticker, strategy, the name for the trade, the times and the realized P&L — and a Show all N fills button underneath, where the number tells you how many there are before you open it. Click it for the fills, Hide fills to fold them away again. That keeps a busy day scannable: one position can run to a dozen fills, and a page of them buries the next trade.
A position you have opened stays open while you are on the page, including through the minute-by-minute refresh. Folding changes nothing but what you can see: Analyze always hands the Analyzer every fill, whether they are on screen or not.
The Graph and Analyze buttons
Graph is the quick look. It opens a small window over the page with the position’s P&L graph — the expiration line and the today line in the colours you chose in the Analyzer (green and orange until you change them), the shaded band one standard deviation to that expiration, the yellow marker at the current price — and, above it, the Analyzer’s own stat tiles — Max Profit, Max Loss (or Min Profit), Current Profit and Current Profit % (the Analyzer’s “% of initial risk”) — priced off the live chain the way the Analyzer prices them, from the real fill prices, so the two pages show the same numbers for the same position. Nothing on it can be changed; Open in Analyzer at the foot does what Analyze does. Close it with the ×, Close, Esc, or a click outside. On a phone it fills the screen. A closed position says so instead of drawing a graph, and a leg that has already expired is left out of the picture (its settlement is not in the fills), which the window says when it happens.
Analyze opens the whole position — entry, every adjustment and the close — as theo cards on the Analyzer tab, one card per fill. From there it is yours: change strikes, quantities, expirations, scrub the Time and IV sliders, add legs, delete cards. Nothing you do can write back. The real position is unaffected, and so is everyone else’s copy.
- The prices come across pinned to the actual fills, not re-priced off today’s chain. That is the point: the P&L you see is measured from what was really paid or received. (The Analyzer’s reset to theo on a card will re-price it off the live chain if you want that instead.)
- The arriving cards are the only ones ticked on the graph, so you see this position rather than it summed with whatever you already had on the page. Your existing cards are still there, just unticked.
- The Analyzer switches to the position’s ticker automatically.
Today’s Plan & Live Stream Schedule
Beside the positions sit two columns NavigationTrading writes:
- Today’s Plan — the trades they intend to take that day, DTE considerations and notes on current positions, often with a pre-market screenshot. A new one is posted each trading morning.
- Live Stream Schedule — the month’s live-stream calendar as a screenshot, with notes on any changes or cancellations. It is updated when the schedule changes rather than daily.
Each column shows its newest entry in full, dated at the top. Older ones are listed under Earlier by date; click a date to open it, and again to close it. Click a screenshot to enlarge it over the page; click again, or press Esc, to close it.
On a wide screen the schedule is a third column to the right of the plan; on a laptop-size screen it sits under the plan; on a phone both follow the positions list. Both are also posted to their own channels in Discord, so you can follow them there too.
My Positions
At the top of the Positions page, the switch NavigationTrading’s Positions | My Positions moves between NavigationTrading’s trades and your own. My Positions brings the trades from your own brokerage account into FLUX. It is part of the Pro plan, and you need to be signed in through the NavigationTrading member portal — your trades are tied to your own sign-in, so they are visible only to you. NavigationTrading cannot see them.
My Positions has four views, picked with the buttons above the list: Inbox and Positions are your trade journal (below); History shows the raw records exactly as your broker reported them. Performance reports come next. Schwab and Interactive Brokers are supported; more brokers follow.
Connecting your broker
Schwab / thinkorswim
- Open My Positions and click Connect Schwab/ToS. A thinkorswim account is a Schwab account, so this is the button for it too.
- A secure page from our connection partner, SnapTrade, opens on Schwab’s own sign-in. Sign in to Schwab there and approve access. FLUX never sees your Schwab password.
- You return to My Positions, which shows Schwab — Connected and starts importing your history. The first import usually takes under a minute.
Tastytrade Beta
- Click Connect Tastytrade. The same SnapTrade page opens, on Tastytrade’s own sign-in; sign in there and approve read-only access. FLUX never sees your Tastytrade password.
- You return to My Positions, which shows a Tastytrade card marked Beta. Everything else — syncing, the Inbox, Positions — works exactly as for Schwab, and you can connect Schwab and Tastytrade together.
Beta means Tastytrade trades have not yet been checked against real accounts. FLUX may group a multi-leg trade differently from how you placed it, miss an expiration, or show P&L slightly off — you can always regroup in the Inbox. Please tell NavigationTrading about anything that looks wrong so it can be fixed. If the card says live orders are not available, your trades still arrive, with the nightly history rather than within minutes.
Interactive Brokers imports on demand: FLUX reads your trades straight from IBKR’s Flex reports whenever you click Import IBKR — today’s trades included, each with its exact time and IBKR order number. You set it up once:
Click Connect Interactive Brokers; a form opens with this walkthrough and two boxes to paste into.
You do this once. It takes about five minutes in IBKR’s website (Client Portal) on a computer. You will come away with two numbers — a Query ID and a token — to paste into the form.
- Sign in to Client Portal at interactivebrokers.com.
- In the top menu, click Performance & Reports, then Flex Queries.
- The page has two lists. Find the one titled Trade Confirmation Flex Query (not “Activity Flex Query”) and click the + at its right to create a new one.
- Query Name: type FLUX (any name works).
- Sections: click Trade Confirmation. A list of fields opens — tick Select All at the top, then click Save at the bottom of that list.
- Delivery Configuration — set:
Format XML Period Today (IBKR fixes this for Trade Confirmation queries — leave it; FLUX asks IBKR for the dates it needs) - General Configuration — set:
Profit and Loss Default Include Offsetting Trade/Cancel Pairs? No Include Audit Trail Fields? No Display Account Alias in Place of Account ID? No Breakout by Day? No Date Format yyyyMMdd Time Format HHmmss Date/Time Separator ; (semi-colon) - Click Continue (or Save) at the bottom. IBKR shows a summary of the query — click Create / Confirm, then OK.
- You are back on the Flex Queries page. In the Trade Confirmation Flex Query list you now see FLUX.
- Click the ⓘ (info) icon beside FLUX — or look at the Query ID column if your page shows one. The Query ID is a number of about 6–7 digits.
- Copy it into the Query ID box in the form.
- Still on the Flex Queries page, find Flex Web Service Configuration (a box near the top or bottom of the page) and click its gear / Configure icon.
- Switch Flex Web Service Status on (tick Enabled).
- Under Current Token, click Generate New Token. Choose how long it lasts (the longest offered is simplest — up to a year). Leave the IP address restriction empty.
- Click Save. The token appears — a long number of about 24 digits. Copy it now: IBKR shows it only this once.
- Copy it into the Flex token box in the form.
Click Link & import. The first import starts straight away; after that, click Import IBKR whenever you want your latest trades. When the token reaches its expiry date, repeat Part 3 and use Change token.
If a menu or button is named a little differently on your screen, the two things to find are Flex Queries (Part 1–2) and Flex Web Service (Part 3), both under Performance & Reports. The token only lets FLUX read this report — it cannot place or change trades — and it is stored encrypted.
- Import IBKR — on the Interactive Brokers card (open Manage connection) — fetches your trades from the last 7 days, today’s included. IBKR fixes a Trade Confirmation query’s period to “Today”, so FLUX asks IBKR for the dates itself. Trades already imported are skipped, so clicking again is always safe and a day you missed is picked up. To bring in older trades, click Import from an earlier date… under it and pick the first day — up to a year back. IBKR takes a few seconds to a minute to prepare the report; the button reads Importing… meanwhile, and the result (“3 new trades imported”) shows with the time of the import.
- The Interactive Brokers card reads Linked: FLUX holds your Query ID and token, and contacts IBKR only when you click Import IBKR. The card shows what the last import found, and Change token sits under the buttons there (open Manage connection to see both); your IBKR accounts appear under it after the first import that finds trades.
- The token is stored encrypted, is never shown again, and only lets FLUX read the report — it can never place or change a trade. It expires on the date you chose in IBKR; when IBKR says it has expired, make a new one and click Change token.
- In the Inbox, IBKR trades are grouped into tickets by their order number, so a spread you entered as one order is one ticket — nothing to check — and every leg shows its fill time. IBKR’s report includes expirations (at 4:20 PM ET on the day, $0) and assignments; FLUX reads them as expirations and values any that finished in the money at the official settlement, the same as Schwab’s.
- IBKR menus sometimes move — look for Flex Queries and Flex Web Service under Reporting. You can link IBKR and connect Schwab together; every account from either shows in the account menu.
- Read-only. FLUX can see your trades but can never place, change or cancel one.
- Folded once it’s working. When your connection is healthy and your history is chosen, this whole area folds to one line — a green pill for each connected broker (Schwab, IBKR; amber if one needs reconnecting). Click Manage connection ▾ on that line to open it (for Sync, Import IBKR, Disconnect or Change), and Hide connection ▴ to fold it again. It opens by itself whenever something needs you: nothing connected yet, a connection needing Reconnect, history not chosen yet, or a sync that did not finish.
- Needs reconnecting means Schwab ended the connection, usually because its sign-in expired. Click Reconnect and sign in to Schwab again; nothing already imported is lost.
- Sync all, on the Schwab card, fetches new trades for every Schwab account straight away instead of waiting for the automatic check (every 2 minutes during market hours, plus the nightly history import); the small Sync at the end of an account’s line does the same for that account alone. Each says what it found when it finishes — “nothing new since the last sync”, or how many new records came in (new trades go to the Inbox) — and each can be used once a minute. Neither touches Interactive Brokers: that is Import IBKR on its own card. A sync never brings back trades you dismissed; they wait under Positions → Dismissed, where Back to Inbox returns them.
- Disconnect stops syncing and asks what to do with the trades already imported: Keep my trades leaves them in My Positions (the connection then reads Disconnected — trades kept), and Delete my trades erases them, together with the tracked positions, notes and screenshots built from that connection’s accounts. Deleting cannot be undone, so it asks you to confirm.
- Under each connection, every account is listed by its name and the last four digits of its number — the only part of the number FLUX keeps — with when each list was last synced.
- How far back to import (Schwab and Tastytrade, not Interactive Brokers — it sits beside Sync all on the first of those cards, and applies to both). After you connect Schwab, FLUX asks how much history to bring in: Last 30 days, Last 90 days, Year to date, Last 12 months, or a date you choose. Nothing older is imported, and nothing at all is imported from history until you choose — your live trades from today arrive either way. Click Change beside “Importing your history from…” to pick again: an earlier date fetches the extra history, and a later date removes the older trades still waiting in the Inbox (it asks you to confirm first). Trades you pushed to Positions, or dismissed, are never changed or removed by this, by a sync, or by an import: each keeps its own copy of its fills from the moment you push it.
Tradier Beta
Tradier is read directly — not through SnapTrade — with your own Tradier access token, because Tradier’s own records carry what the Schwab feed cannot: the exact time of every fill, and the legs of a multi-leg order kept together under one order number. You set it up once, in about two minutes:
- Click Connect Tradier. A short form opens.
- Sign in at Tradier and open API Settings (web.tradier.com/user/api). Copy the Live access token — not the Sandbox one. You do not need a Tradier developer or partner account, and the token does not expire.
- Paste it into the form and click Connect. FLUX checks the token with Tradier at once, lists the accounts behind it, and starts importing: today’s fills and the last 30 days of history.
This token could place trades in your account. FLUX stores it encrypted, never shows it again, and only ever reads with it — your trades, never an order. If you regenerate the token at Tradier, use Change token on the Tradier card.
- The Tradier card reads Connected and is marked Beta. Sync Tradier fetches your trades now (once a minute at most) instead of waiting for the automatic check — every two minutes in market hours, plus the overnight record at 6:30 AM ET. The line under it says when it last synced and what it found.
- Import from an earlier date… on the card reaches further back than the 30 days read when you connected — pick the first day, up to a year back.
- Tradier fills reach the Inbox within minutes with their exact time (no “≈”), and a multi-leg order arrives already grouped by its Tradier order number, like Interactive Brokers trades. Overnight, Tradier’s own record adds the commission and exact cash to the same fill — nothing is shown twice — and brings expirations and assignments.
- Beta means Tradier trades have not yet been checked against real accounts. If a position looks wrong — legs grouped oddly, an expiration missing, P&L off — please tell NavigationTrading so it can be fixed; you can always regroup in the Inbox.
- If the card ever reads Needs reconnecting, Tradier rejected the token (it was regenerated or revoked): click Change token and paste the current one.
Upload a file or screenshot Beta
No broker connection is needed. Upload the history your broker already gives you — an export file, or a screenshot of your trade history — and FLUX turns the fills into Inbox trades. It is read-only (nothing is ever sent to your broker) and you review every row before anything is saved.
Two ways in. Click Upload a file or screenshot, beside the Connect buttons; or, in the Inbox, click Import file… on the toolbar — or Import a file or screenshot when the Inbox is empty. All three open the same upload panel.
Getting the file.
- thinkorswim — in thinkorswim, Monitor tab → Account Statement, set the date range, then export the CSV. FLUX reads the Account Statement CSV.
- Tastytrade — on tastytrade’s website, History → Transactions, set the range, then the download/CSV button. FLUX reads that Transactions CSV.
- Tradier — two files, because Tradier splits the story. On Tradier’s website, Account → Orders, set the range and export the CSV: that is your trades (every filled leg, grouped by order, with its time). Then Account → Activity, same range, export: that adds the expirations, assignments and cash settlements, which the Orders file does not hold. Upload the Orders file first, then the Activity file; the review screen reminds you that the Activity file’s trade rows are not read (they carry no time and no open/close — the Orders file has them properly). Neither file needs a time zone. One caveat: when a leg filled in several pieces at different prices, Tradier’s Orders file reports only the last piece’s price, so that leg’s price can differ slightly from your statement.
- Screenshot — crop to the trade-history grid so the column headers and every row are readable, and use one screenshot per upload. You can choose the image file, drop it on the panel, or paste it straight from the clipboard with Ctrl+V (Cmd+V on a Mac) while the panel is open. FLUX reads it with an AI model, which is why every cell can be edited before import. A column the grid clips with “…” still reads where it can: a time cut to 09:36:… is read to the minute, and TO CLO… as to close; widen the column before the screenshot if you want the seconds.
The review screen. Choose the file and FLUX shows what it found. Nothing is saved until you click Import … to Inbox.
- Read as says which format FLUX recognised the file as.
- Account — type any name you like, for example “Schwab - ROTH”. It becomes its own account, its card is marked Manual. To add to an account you already made, pick its name from the list.
- Times in this file are — thinkorswim files carry no time zone, so tell FLUX which one the file uses (the one thinkorswim shows). You choose it once per account and FLUX remembers it; Tastytrade and Tradier files need none.
- Rows. A ticked row will be imported; an unticked row will not. A greyed row marked already in FLUX was imported before, so it is skipped. A second fill of an order that filled in pieces reads “(2nd fill of the same order)”. On a screenshot every cell can be edited, including the order’s time (in the file’s own clock — the ⓘ beside each time cell says so), and Check this row appears when a cell FLUX could not read is still blank — or when the time could not be read — fill in every cell of that order, and its time, and the row can then be ticked.
- Expired / settled groups options that expired, were assigned or were settled. Each row says what happened (Expired, Exercised or Assigned). Rows start unticked only when neither FLUX nor the file itself holds the contract, because there would be nothing for them to close; tick one if you do want it.
- Import N orders to Inbox saves the ticked rows; Cancel closes the panel and saves nothing.
After the import. The fills land in the Inbox like any broker’s and sort the same way. A Manual · <name> card appears with a Disconnect button: Keep my trades leaves them in My Positions, Delete my trades erases them.
If you have also connected this brokerage, uploading its statement is safe: FLUX recognises a fill it already holds from the connection — same contract, same day, same quantity and price — and the review shows it greyed as already in FLUX — from that account, unticked. The same works the other way round: a trade you uploaded is not stored a second time when the connection later syncs it. Only the same brokerage is matched this way, so a thinkorswim upload never hides a Tastytrade fill. If two genuinely separate fills look identical (same contract, price, quantity and day), tick the greyed row to import it anyway.
- Uploading the same file twice never doubles anything: rows FLUX already holds are skipped.
- One upload can hold up to 5,000 trades. For a longer history, export a shorter date range and upload it in pieces — overlapping pieces are fine, for the same reason.
- If you later change an account’s time zone, FLUX re-times that account’s fills to match; nothing is duplicated.
- Limits: a CSV can be up to 2 MB, an image up to 3 MB, and you can read up to 30 screenshots a day.
- Brokers today are thinkorswim, Tastytrade and Tradier. If yours is not listed, send NavigationTrading a sample export and the broker will be added.
The Inbox
Every option trade from your history that is not in your journal yet waits in the Inbox, in one box per account, day and underlying (SPX and SPXW count as one). Inside each box FLUX suggests how the legs group into tickets — one ticket is one order as you placed it — and names each the way the Analyzer does, for example Sell Iron Condor or Buy Double Calendar.
Import file… on the toolbar opens the same upload as the Upload a file or screenshot button.
Order. The Inbox runs oldest day first, so you push trades in the order they happened — an opening before its adjustments and close. Within a day, Interactive Brokers tickets follow their fill times; Schwab’s history has no times, so a Schwab day reads openings first, then rolls and adjustments, then closings, then expirations. Select all in the top bar ticks every ticket shown (click again to untick them all); the box beside each day’s date does the same for that day.
Reading a ticket. Each ticket reads like a NavigationStation order card. The top line has the spread type, when it filled (where known) and, on the right, the order’s price per spread — e.g. $0.60 debit or $2.96 credit, debit in green and credit in red, the way the order was quoted. Each leg line has BUY or SELL, the quantity, the action (Buy to open, Sell to close…), the contract written as SPX 11-02-26 7660p with its days to expiration in brackets, and that leg’s own fill price on the right.
Check the grouping. Schwab’s history gives each leg a date but no time of day and nothing that says which legs were one order, so FLUX can only group by shape: matching quantities, nearby strikes, the same expirations. Each such box says so (“Times unavailable”). A Schwab fill FLUX saw live carries the approximate time it was first seen (the ≈ times), and legs seen more than a couple of minutes apart are never grouped into one ticket — the box then reads “Grouped by when FLUX saw each fill”. Tastytrade’s history stamps every leg with its fill time, so legs that filled at the same second are one ticket and the box reads “Grouped by fill time”; an order you filled in pieces comes out as several tickets to merge. An opening and a same-day adjustment, or two closing orders on the same day, can come out mixed, and a ratio spread (a 2:1 VRR) comes out as separate pieces. A ticket marked check pairing is one where several spreads of the same shape could have been paired either way. To fix a grouping:
- Ticking. Each leg has a tick box, and so does each ticket: ticking a ticket ticks all its legs, and a ticket with only some legs ticked shows a dash.
- Split or merge — tick the legs that were one order and click Group checked legs into one ticket. Ticked legs from one ticket are pulled out into a ticket of their own (a split); two or more whole tickets ticked become one (a merge, which keeps the first one’s tag and name).
- Rename — the ticket’s name is an editable box; FLUX re-suggests one after every split or merge. A ticket mixing opening and closing legs is named Roll / adjustment.
Where each ticket goes. The menu under each ticket reads New position, or Adjusts / closes: followed by one of your open positions in the same account and underlying. FLUX pre-selects the open position whose contracts the ticket touches, if any — you decide. However tickets are added, a position’s tickets are always re-labelled in date order (the earliest is the entry, one that leaves it flat the close) and its opening day is the earliest ticket’s. A new position needs a strategy tag (required) and can have a name (optional, like a trade ID). Tags come from your own list (shown first) plus NavigationTrading’s. To make your own, pick + New tag… at the bottom of any strategy-tag menu, type its name, and it is saved, selected, and offered in every other tag menu from then on.
Push moves a ticket into your journal. To handle many at once, tick several whole tickets, choose a tag in the top bar and click Tag checked, then Push checked — either all of them are pushed or, if one is missing something, none are and FLUX says which. Dismiss leaves a ticket’s fills out of your journal; they stay listed under Positions → Dismissed, where Back to Inbox returns them.
Expirations attach themselves. When an option you hold in a tracked position expires, your broker records it the next business day (after a Friday expiry, on Monday), and FLUX adds it to that position automatically; the Inbox says how many it attached. A leg that expired worthless reads Expired; one cash-settled in the money reads Exercised or Assigned, with the settlement value per share where its price would be. One that matches no tracked position, or more than one, stays in the Inbox for you to place. An expiration whose opening trade is itself still in the Inbox is held back — the Inbox says how many — and attaches as soon as you push that opening, so the two never become separate positions.
Expired legs are valued at the official settlement price — not the last trade at 4:00 PM, which can differ by a few cents. A leg that expires out of the money is worth nothing; one that expires in the money on a cash-settled index (SPX, XSP, NDX, RUT) is worth its intrinsic value at the settlement, and that cash goes into the position’s P&L. Schwab records an option that expires worthless at $0, and books an in-the-money cash settlement the next day as an ordinary-looking trade dated after the expiration (for example “Buy to close 10 SPX 7670 Call @ 0.84”). FLUX recognises those settlement trades — no real trade can happen after expiry — and attaches them as the expiration, using the broker’s own cash figure; where there is none, it works out the value from the settlement price itself. The settlement comes from the official index settlement feed, which is published some hours after the close. Until then FLUX uses the official closing value as your broker’s quote and Cboe itself publish it a few minutes after the bell — the exact figure the options settle at, never the last trade of the day — and says so (“official close — confirming against the settlement feed”), then switches to the published settlement by itself.
The amounts follow FLUX’s usual colours: green for money paid (a debit), red for money received (a credit). They include your broker’s fees.
Tracked positions
Positions lists what you pushed, under Open, Closed and Dismissed, in the same cards as NavigationTrading’s Positions: a green stripe for open, grey for closed; the underlying with your strategy tag beside it (and Closed or Expired once it ends); your name for the trade and your notes; the expirations it spans with days left; the day it opened (and closed); and, on a closed position, its Realized P&L — every ticket's premium, before commissions and fees as NavigationStation shows it, green for a profit and red for a loss. The Closed view totals them.
The Open view adds, above the positions:
- Three tiles — Open positions (how many are shown), Open P&L and Open Risk, each added up over the positions the filters show. Open P&L is the premium so far (before commissions and fees) plus what the open legs are worth at their current mid prices. Open Risk is the most each position can still lose by its front expiration, cash so far included — the same Max Loss the Analyzer shows, with any later-dated legs valued the way the Analyzer values them. A position that can no longer lose money adds the gain it has locked in (its Risk Free (+$…) amount), which offsets the others; one with no limit to its loss (a naked short call) makes the tile read Unlimited. Each open position also shows its own Open P&L — in dollars and, in brackets, as a percentage of its capital used — and Risk on its facts line, where a position that cannot lose reads Risk Free (+$…) — the least it can still make.
- ↻ Refresh P&L re-reads the current option prices (they are also read each time the view opens). The tile notes the time of the prices and how many positions could not be priced.
- Filters — SYMBOL (the underlying, matched from the start, so “SP” finds SPX), Search notes (finds the text anywhere in the name you gave the trade or in its notes), and All strategies (your strategy tags). Clear resets them; they stay set while you move around the page. For one account, use the account menu beside Inbox, Positions and History.
- Export CSV and Export JSON download exactly the positions the filters show, with their Open P&L and Open Risk as priced at that moment. The CSV opens in Excel or Google Sheets.
The Closed view adds:
- Dates — Today, Yesterday, This week, This month (the default), YTD, Last week, Last month, Last year or All time, by the day each position closed (Eastern time; weeks start on Monday). The two date boxes show the range chosen; type or pick your own dates there for a custom range. While a range is set, the filter bar says filtered by dates.
- The same Filters as the Open view (SYMBOL, Search notes, All strategies, Clear), kept separately from the Open view’s.
- Six tiles over the positions shown: Closed positions; Realized P&L (before commissions and fees, as NavigationStation shows it); Win rate (the share that closed with a profit); Avg win / loss (the average winner divided by the average loser — above 1 means winners are bigger than losers — with a bar comparing the two and each average beneath it); Biggest win; and Biggest loss. A position that closed at exactly $0 counts toward the total but is neither a win nor a loss.
- Each closed position shows Duration (whole days from its opening ticket to its closing one — your broker’s history gives dates but no times of day, so there are no hours or minutes), Capital used, and its Realized P&L in dollars and as a percentage of the capital used. Like NavigationStation, P&L is before commissions and fees. A position that expired closes on its expiration date, even though your broker records the expiration the next business day. Capital used is the most the position ever had at risk, the way your broker sizes buying power — at the traded prices, without commissions and fees: after each ticket, the worst outcome at expiration counting the premium so far — the debit for a long option or a calendar, the width less the credit for a credit spread — taking the largest, so an adjustment that added risk counts. Later-dated legs count at their intrinsic value only. It shows — when the risk had no ceiling at some point (a naked short call — common on a day of many separate IBKR condors). You can set Capital used yourself in any position’s editor, open or closed: type the amount and Save; it is then used for the return % too. Where you have set your own and FLUX has a figure, Use FLUX’s $… under the box goes back to FLUX’s. Open positions show their capital on the facts line.
- Export CSV and Export JSON download exactly the closed positions shown; the CSV includes Duration, Capital used and Return %.
- N fills ▾ opens the position’s tickets, each drawn like a NavigationTrading fill: ENTRY, ADJUSTMENT, CLOSE or EXPIRATION with its spread type, the day, every leg, and the net price per spread (fees are not in this price; they are in the P&L). When your broker filled an order in pieces — a 60-lot as 10, 20 and 30 contracts at different prices — the card shows the order once at the average price, and underneath, under FILLED IN N PARTS, lists every actual fill with its own quantity, price and cash. β© Back to Inbox under a ticket takes it out of the position and returns its fills to the Inbox, to regroup or re-tag them (hover it for a reminder). Nothing at your broker changes; the position is recalculated, and one left with no tickets is removed.
- Below the tickets: Holding now — the contracts still open, worked out from every ticket (+ long, − short) — and the editor for the strategy tag, name and notes (Save).
- Screenshots. Beside the notes, the π· Click, then paste box attaches images to the position: click the box (it turns blue and reads Ready — press Ctrl+V), then press Ctrl+V (⌘V on a Mac). To pick files from your computer instead, click or browse files inside the box. Pasting an image straight into the notes works too, and so does dragging a file onto the box. Each is saved at once, with no need to press Save, and shows as a small thumbnail; click one to see it full size (click anywhere or press Esc to close), or hover it and click × to delete it. Images are resized to at most 2,000 pixels on the long side, up to 20 per position, and are private to you like the rest of your journal.
- Expired positions close by themselves. At 6:00 PM ET on each weekday FLUX closes every open position whose remaining legs have all expired, at the official settlement price, and tries again at 6:45 AM the next morning for anything it could not settle the evening before — so an expired position is under Closed with the right P&L when you look the next day, whether or not your broker has posted its expiration records yet (Tastytrade’s can arrive after the morning sync). The expiration ticket shows Expired at the settlement · awaiting your broker’s records; when those records arrive they are matched to it and take its place automatically.
- Expire now is the same close, sooner: it appears on an open position once every leg it still holds has expired — after 4:00 PM ET on the expiration day, or any time after an earlier one — and closes it straight away rather than at the evening pass. FLUX says why if it cannot expire a position yet: the settlement is not published yet (try again in a few minutes), the options are AM-settled monthlies (the third-Friday SPX, NDX or RUT series without the W, which settle on the next morning’s opening prices — these close when your broker records them), or a stock or ETF option finished in the money (it becomes shares, not cash, so it closes when your broker records the assignment). A position FLUX cannot expire for one of these reasons closes when your broker’s records arrive, valued the same way.
- The whole position at once — at the bottom of an opened position, beside Save, each asking first: ↩ Back to Inbox returns every fill to the Inbox to be regrouped or re-tagged; Dismiss moves them all to Dismissed (where Back to Inbox can bring them back); Delete removes the position for good, and its fills stay out of the Inbox even if your broker sends them again. The position’s notes and screenshots go with it in every case.
- Graph opens a quick P&L picture of the position in place — expiration and today lines with the Analyzer’s stat tiles above them — with an Open in Analyzer button; Analyze opens the whole position in the Analyzer with its real fill prices locked, exactly like the two buttons on NavigationTrading’s positions.
Closing is always your call. FLUX never moves a position to Closed by itself. When every contract nets to zero — by a closing ticket or by expiring — the position stays under Open with a blue note: “Every leg is closed out. Realized P&L +$… (+…%) — confirm to move it to Closed.” The P&L in the note is in a box you can edit: it starts at FLUX’s figure (before commissions and fees), and if your own record differs, type yours. Click Confirm close and it moves to Closed with that figure straight away, dated by its last fill (an expiry counting on its expiration day); there is no second prompt, the button is the confirmation. Expire now works the same way. A closed position’s P&L can be changed later in its editor (Realized P&L, then Save); where you have set your own, Use FLUX’s … under it goes back to FLUX’s figure. A closed position has Reopen beside its other actions, which puts it back under Open without changing anything about it.
“The orders that opened this position are not in it.” If a position was pushed with only its closing orders — the opening ones still in the Inbox, or placed before your history start — FLUX cannot see that it is flat: selling to close a call nobody bought here looks like a short call. Such a position shows this amber note, stays under Open, and is left out of the Open P&L and Open Risk tiles (they note how many are missing their opening orders). To fix it, find the opening orders in the Inbox (same account and underlying, before the date shown) and choose this position under Adjusts / closes; it then closes with the right P&L. If they were before your history start, move the start earlier first (Manage connection → Change).
History
History is your broker’s official record, exactly as reported and updated once a day: each trade with its cash amount (green for money coming into the account, red for money going out, grey for $0 — History reads as cash in and out, unlike the debit-green / credit-red of trade prices elsewhere in FLUX) and its fees, plus expirations, assignments and other account activity. Your broker gives these a date but no time of day, so the date alone is shown.
Today’s trades. A fill reaches the Inbox within minutes during market hours (FLUX checks every two minutes; Sync on the account’s line fetches now). You can group it, tag it and push it straight away. Overnight, the broker’s own record of the same fill — with its fee and exact cash — replaces the live one wherever it is: still in the Inbox, in a position, or dismissed. The ticket, its tag, name, notes and screenshots stay exactly as you left them; only the fill record under it changes. A fill the overnight records have not caught up with yet is checked again at the next sync. Nothing is marked on the page while it waits: P&L is shown before fees, so the live fill and the broker’s record read the same.
Times. Schwab’s records carry no time of day, live or overnight. FLUX instead keeps the moment it first saw each fill — within two minutes of it — and shows that as an approximate time (≈ 2:07 PM) beside the fill and on the ticket, so your day’s fills read in order. It stays with the fill after the overnight record replaces it. Interactive Brokers fills carry their exact time.
A day trade pushed as one ticket. If you group a trade’s opening and closing fills together and push them as one ticket, FLUX splits them into an Entry and a Close on the same position, so the card reads like any other and Capital used measures what the entry tied up. A roll — closing one contract and opening another in one ticket — stays one adjustment.
Several accounts. If you connected more than one account, an account menu appears beside the Inbox, Positions and History buttons. Pick one account to see only its trades and positions, or All accounts to see them together, each line labelled with its account’s name and last four digits. FLUX remembers your choice in this browser.
Good to know
Where the numbers come from & delays
IV readings and option chains come from live market-data feeds; earnings dates and history from market-data providers. Figures can lag a few minutes and are for analysis, not order routing β always confirm the live price and fill in your broker before trading.
Troubleshooting
- A price or model looks stale β do a hard refresh; prices and models are cached in your browser.
- A saved model vanished β saved models live only in the browser you saved them in. Use Analyzer β Save (which also downloads a file) and Import to move them between devices.
- A value still looks wrong β note the tab, ticker and time, and let your NavigationTrading contact know.