Instrument Profile

The Instrument Profile is used for viewing contract specs (futures) and fundamentals (stocks and ETFs).

Add an Instrument Profile

  1. Click the + button, found on the bottom right of the application. From the Tools grouping in the panel chooser, select Instrument Profile.
  2. A preview window appears. If desired, change the symbol.
  3. Click Add to Workspace.

Alternate Ways of Viewing a Profile

You may view a symbol's Profile when viewing futures or equities symbols on a Quoteboard:

  • Right-click on the Symbol Cell and choose Instrument Profile.

You may also access the Instrument Profile from the Chart Trader panel or from the Quote.

  • Click the symbol name (in blue) at the top of the panel.

Futures Profile

The following information is available for a futures symbol in the Profile page:

Field Description
Name The description of the instrument.
Symbol The root symbol for the instrument.
Exchange The exchange on which the futures contract is traded.
Trading Unit (Sometimes referred to as Size): The unit of measure in which the contract is traded. Common abbreviations include:

bu (bushel), lbs (pounds), cwt (hundred weight), bbl (barrel), gal (gallons), mm btu (million British thermal units), bd (board foot), oz (ounce), M (million), ct (cents), pt (point)
Tick Size The smallest allowable increment of price movement for a contract.
Total Open Interest The total number of futures contracts for the root symbol that have not yet been offset by an opposite futures transaction nor fulfilled by delivery of the commodity.
Exchange Symbol The root symbol for the futures contract.
Cash Exchange The exchange on which the cash contract is traded.
Trading Hours The days and hours in which the commodity is traded.
Contract Multiplier The point value or multiplier, with which the value per minimum price change (tick) is calculated.

Example: The tick size for the E-Mini S&P is 0.25 points, and the multiplier is $50.00, so the value per tick is calculated as 0.25 X $50.00 = $ 12.50 per tick.
Last Trading Day The day in which trading terminates for this commodity for each Trading Month.
Nearest Contract The contract with the closest settlement date.
Tick Increment The smallest allowable increment of price movement for the contract. 
Value of one futures unit A measure of one basis point change in the futures price.
Value of one options unit A measure of one basis point change in the options price.
Category A common grouping under which this symbol will appear on Futures Quoteboards.
Contract Months The months in which contracts can be delivered.
Margin Maintenance The minimum account value that must be maintained in a margin account to continue holding one or more futures contracts.


Equities Profile

The following information is available for an equities symbol in the Profile page:

Field Description
Market Capitalization The market "cap," capitalization or market value of a stock is simply the market value of all outstanding shares. It is computed by multiplying the market price by the number of outstanding shares. For example, a publicly held company with 10 million shares outstanding that trade at $10 each would have a market capitalization of $100 million.
Shares Outstanding Common shares outstanding as reported by the company on the 10-Q or 10-K.
% of Insider Shareholders Percentage of common stock held by all reporting institutions on the corresponding institutional holdings date.
% of Institutional Shareholders Percentage of common stock held by banks, insurance companies and mutual funds with equity assets over $100 million.
Last Quarter Sales Quarter revenues attributed to sales, data taken from the 10-K.
Last Quarter Net Income Amount of a company's total sales (revenue) remaining after subtracting all of its costs in a given period of time.
1 - 3 - 5 - Year Return The gain or loss over a 1-3-5 year period, expressed as a percentage increase over the initial investment cost. Gains on investments are considered to be any income received from the security, plus realized capital gains.
5 Year Revenue Growth 5 Year cumulative revenue growth.
5 Year Earnings Growth 5 Year cumulative earnings growth.
5 Year Dividend Growth 5 Year cumulative dividend growth.
Last Quarter EPS The Earnings Per Share for the last fiscal quarter.
P/E Ratio Latest closing price divided by the earnings-per-share based on the Latest 12-Month EPS Change (LTM) of earnings.
Annual EPS The basic EPS from total operations is the bottom line income after all expenses, divided by the weighted average number of common shares outstanding. For example, if a company has $10 million in net income and 10 million in outstanding shares, then its EPS is $1.
Most Recent Earnings The amount of latest Earnings Per Share (EPS) paid out to shareholders.
Annual Dividend Rate Dividend, or portion of a company's profit paid to shareholders, divided by the number of common shares outstanding (usually a weighted average of the number of shares outstanding over the reporting period).
Most Recent Dividend The major exchanges require four business days prior to the Record Date for recording ownership changes. The day that begins this four-day period is the Ex-Date. Investors who purchase the stock prior to the Ex-Date are eligible for this dividend, and investors who purchase the stock on or after the Ex-Date are not entitled to this dividend. Empirical evidence has shown that this is also the date that the market reflects the dividend policy in the stock price, and the stock price generally goes up prior to this date.
Annual Dividend Yield Latest dividend rate divided by the closing price on that latest dividend date.
Most Recent Split A stock split occurs when a company wants to change its stock price. If things are going well for the company, the stock price generally goes down by a ratio meant to keep the market cap constant. The number of outstanding shares would go up in this case. For example, a 2/1 split would double the number of outstanding shares and halve the stock price. A reverse split generally occurs when things are going poorly. In this case, the stock price goes up and the number of outstanding shares goes down, the market cap, again, remaining constant.
12 Month EPS Change Change from total operations one year ago.
36 Month Beta Coefficient that measures the volatility of a stock's returns relative to the market (S&P 500). It is based on a 36-month historical regression of the return on the stock onto the return on the S&P 500.