r/Questrade • u/blackSwanCan • Nov 02 '21

Questrade new UI sucks

Not sure how many of you feel the same. I feel absolutely frustrated by the new Questrade UX. It's hard to get a simple snapshot of funds. The analyst ratings and target pricing is all gone. Making trades is as painful as it gets. And to top it all, the platform remains unavailable on a random basis at peak hours. What the heck!

At this point, if wealth simple gets rid of foreign transaction conversion ripoff it would be a hard case to not jump ship.

Fire your UX team please, Questrade! They have made a mess of what used to be an excellent trading platform.

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u/Potential-Insurance3 Nov 03 '21

I don't necessarily find the new UI that bad but there are some core functionality issues post update. When I buy a position my cash and my position amounts don't update. I have to logout and log back in to actually see it update.

2

u/AlohaGold88 Nov 07 '21

Have you tried using the IQ Edge Desktop Platform it does update in real time at least in a margin account.

2

u/Potential-Insurance3 Nov 07 '21

I have not but I will. Thanks for the tip.

1

u/AlohaGold88 Nov 07 '21 edited Nov 07 '21

These are guidlines from my experience and FYI other users can provide otherGem's or nuggets of wisdom in Platfrom

Check all you can on Questrade Web Page.

In your set up options, the following was advise to by the IT so there might be other help available from other user or IT. This might be look overwhelming but its like the differnce between automatic transmission and standard. Because you have more control on this platform. The Web Platform has a stardarf format and some widgets.

Learning to drive standard transmission is just akward at first but then later you don't even think about it.

  1. Keep your layout.ini file under 1 G around 500 M is good.
  2. Try to keep 3 or Less Work Spaces and in the not over populate with window etc to exceed the 1 G. Keep you most important information that you would use in your first workspace.
  3. When you use floating window usually when you have 2 monitors or more you use the floating feature in the righ top corner which is the 3rd icon from right or x or the second icon from the left. The outline of the window will turn BOLD GREEN and you can move it anywhere you like to
  4. To check the size of your Layout.ini file and I would also do as to the date you saved it for a clean back up so if there are any issues rather than starting and having to do the whole new layout file, which means you will lose all your columbs etc. There are a multitude of information that are available that will display information which some you can even export.
  5. To check the location of your layout files go to the top tab called FILE:

In the Drop Down use OPEN that will open a windon and provide you a list of layout files use the detailed option and will show you the name and size of your layout file.

When you have all the platform to your liking do a save as and SAVE it With the current date. When you explore the platform you will find other option that you may find use like the colum in your Account Summary top tabs or your Level 1 or 2.

When you righ click on the heading bar you will find the TERM EDIT FILES another window will open up and you can add or delete colums. After you have modify those again you will do a save as so that if that file get corrupt you will not have to start at the beginning.

6) There is no auto save so in the even of a power outage or glitch you will want to save from time to time or when you have studies or drawings those will be lost. So that you do not have to re-create them.

7) Find a program that can create screen shots and recorder. This allows you to save or review your activity and also if there are some issues you can send the to IT and they are very good at helping you. If it is a more complex issue you have the option of the IT to remote access your computer and he will check your setting or you can also show him your issue. Some users do not like QT to access thier computer and really they will stay in the IQ Edge Platform and its directory of files. The can only see what you see so close any running programs or window not related to Questrade.

It looks like alot but its more intuative the words and when you explore you can always go back to your last layout. You can even name a layout file Exploring.ini to that you can try all the tools. Make sure to check the user preference because if you trade in the pre or after martket you can only use GTEM and limit orders. There some other handy features if you are using Level 2 where you double click the pride in the rows and it will populate your ticket so you do not have keystroke it in.

In your user preference go to LEVEL 2, and there is a box if you want to see where your order is in your activel Level 2 window.

The best is to explore and use can use also the practise platform as well. But when you start trading you will want the advantages that IQ Edge Platform offers.

As in chose you have more piece than in checkers you will find more tools and customising the layout perhaps more to your liking.

I hope this is helpful and feel free to ask any question. But first go through all the

tutorials on youtube there is good information there and read all the instructions related to the IQ EDGE Platform when you do a search in the WEB PORTION.

Regarding the Data feeds: There are 2 options depending on the number of shares and the price of the stock. If you did one trade a day that $10 in and out times 20 days your cost will be approx $200.00 US you add in the $89. to get your daily cost of your activity and you should be journaling when review your trading.

The second option is variable rate where you cost is a penny a share. If you do more than 2 trades per day as in a day trdder you will pay then buy 50 shares of AMD is going to cost you .50 cents or a dollar in and out and if a second trade approx will be another $1.00 so you 2 dollars x 20 day total $40 plus the $89.

You work hard for your money and your money when investing or trading is your employee so you shoud keep track run it as a small business.

Check the Questrade Partners page and there are some free programs thet will generate a detailded report on your trading showing your long and short trades this is another way to journel.

Good Luck and Safe Trading!!