Alpha Plan
Business
Free · Designed for iPad. Not verified for macOS.
Alpha Plan Mobile by Planner Securities, LLC gives you the ability to stay on top of your account and overall market activity on the go and is linked to your PlannerSecurities.com trading account,
The Alpha Plan Mobile App gives you complete access to your:
Balances and buying power in real time
Trading
Positions
Order status
News
Market Data
Level II
Options chains
Account Information
And much more
Planner Securities, LLC is a member: FINRA/SIPC
more Excellent but missing time and sales and needs better customer support !!!!
Excellent but missing time and sales and needs better customer support !!!!
-Minor fixes and improvements
2.66.28 04/07/2025
-Minor fixes and improvements
2.66.27 03/18/2025
– All-new Account tab with a streamlined block-based UI
– Updated sign-up form split into multiple steps
2.66.12 05/16/2024
– All-new Account tab with a streamlined block-based UI
– Updated sign-up form split into multiple steps
2.66.5 09/07/2022
– All-new Account tab with a streamlined block-based UI
– Updated sign-up form split into multiple steps
2.66.4 04/21/2022
– All-new Account tab with a streamlined block-based UI
– Updated sign-up form split into multiple steps
2.66.1 04/12/2022
- Added the company's logo across the app.
- Updated the order confirmation pop-up.
- Option Chain now displays volume in a dedicated column.
- Fixed visual inconsistencies on the Positions and Watchlists tabs.
2.65 12/23/2021
– Charts. The scale button has been removed.
– Charts. The volume indicator can now be hidden by tapping a button in the toolbar.
– Charts. The chart’s toolbar can now be revealed in the portrait mode as well.
– Price Alerts. The search bar has been removed. There’s now also a + button in the top-right corner for quick price alert creation.
– All tabs now contain a Trade button to quickly place an order.
– Positions & Orders. Quick Trade search field has been removed.
2.64.8 11/30/2021
– Charts. The scale button has been removed.
– Charts. The volume indicator can now be hidden by tapping a button in the toolbar.
– Charts. The chart’s toolbar can now be revealed in the portrait mode as well.
– Price Alerts. The search bar has been removed. There’s now also a + button in the top-right corner for quick price alert creation.
– All tabs now contain a Trade button to quickly place an order.
– Positions & Orders. Quick Trade search field has been removed.
2.64.2 09/28/2021
– Charts. The scale button has been removed.
– Charts. The volume indicator can now be hidden by tapping a button in the toolbar.
– Charts. The chart’s toolbar can now be revealed in the portrait mode as well.
– Price Alerts. The search bar has been removed. There’s now also a + button in the top-right corner for quick price alert creation.
– All tabs now contain a Trade button to quickly place an order.
– Positions & Orders. Quick Trade search field has been removed.
2.64.1 09/14/2021
— Swipe left in the Option Chain to reveal the current open interest for each option in the chain.
— Reset your password right within the app without relying on the web terminal.
— We’ve added the ACTIVE banner underneath the account number on the Account tab. With it you’ll be able to quickly see if the current account is enabled and can be used for trading.
— The Day Open P/L parameter on the Account tab has been renamed to Unrealized Profit/Loss.
2.63.10 08/23/2021
— Swipe left in the Option Chain to reveal the current open interest for each option in the chain.
— Reset your password right within the app without relying on the web terminal.
— We’ve added the ACTIVE banner underneath the account number on the Account tab. With it you’ll be able to quickly see if the current account is enabled and can be used for trading.
— The Day Open P/L parameter on the Account tab has been renamed to Unrealized Profit/Loss.
2.63.8 06/10/2021
— Swipe left in the Option Chain to reveal the current open interest for each option in the chain.
— Reset your password right within the app without relying on the web terminal.
— We’ve added the ACTIVE banner underneath the account number on the Account tab. With it you’ll be able to quickly see if the current account is enabled and can be used for trading.
— The Day Open P/L parameter on the Account tab has been renamed to Unrealized Profit/Loss.
2.63 03/16/2021
- Support for two-factor authentication. If enabled, you will be able to specify the verification code from email or SMS during authentication, providing robust security to your trading account.
- Chart UI enhancements. The chart view is now optimized for iPhones with notches, ensuring that timeframe buttons are not concealed by the notch. Also, the chart now occupies a larger area on the security details view.
- Various bugfixes and performance improvements for a smoother and bullish 2021!
2.62.2 01/23/2021
— Added support for Face ID authentication upon app launch. Now you can authenticate via password, Touch ID, or Face ID.
— Added the ability to specify a phone number to subscribe to SMS notifications in the app's settings.
— Added the ability to specify comments when placing new orders.
2.60 05/12/2020
— Added support for Face ID authentication upon app launch. Now you can authenticate via password, Touch ID, or Face ID.
— Added the ability to specify a phone number to subscribe to SMS notifications in the app's settings.
— Added the ability to specify comments when placing new orders.
2.58.2 03/25/2020
— Added support for Face ID authentication upon app launch. Now you can authenticate via password, Touch ID, or Face ID.
— Added the ability to specify a phone number to subscribe to SMS notifications in the app's settings.
— Added the ability to specify comments when placing new orders.
2.58 01/14/2020
— Added support for Face ID authentication upon app launch. Now you can authenticate via password, Touch ID, or Face ID.
— Added the ability to specify a phone number to subscribe to SMS notifications in the app's settings.
— Added the ability to specify comments when placing new orders.
2.56 11/13/2019
— Added support for Face ID authentication upon app launch. Now you can authenticate via password, Touch ID, or Face ID.
— Added the ability to specify a phone number to subscribe to SMS notifications in the app's settings.
— Added the ability to specify comments when placing new orders.
2.51.2 08/28/2019
— Added support for Face ID authentication upon app launch. Now you can authenticate via password, Touch ID, or Face ID.
— Added the ability to specify a phone number to subscribe to SMS notifications in the app's settings.
— Added the ability to specify comments when placing new orders.
2.51.1 08/22/2019
- Improved experience on ipad.
- New ability to add options in watchlist.
- Added position's quantity in quote details.
- Added order and position flags in quotes.
- Added new view for positions screen.
- Added tips & contact support screen.
- Added ability to swipe left to open order actions in Orders screen.
2.33.3 08/06/2019
- Improved experience on ipad.
- New ability to add options in watchlist.
- Added position's quantity in quote details.
- Added order and position flags in quotes.
- Added new view for positions screen.
- Added tips & contact support screen.
- Added ability to swipe left to open order actions in Orders screen.
2.33.2 07/19/2019
- Improved experience on ipad.
- New ability to add options in watchlist.
- Added position's quantity in quote details.
- Added order and position flags in quotes.
- Added new view for positions screen.
- Added tips & contact support screen.
- Added ability to swipe left to open order actions in Orders screen.
2.33.1 04/24/2019
- Improved experience on ipad.
- New ability to add options in watchlist.
- Added position's quantity in quote details.
- Added order and position flags in quotes.
- Added new view for positions screen.
- Added tips & contact support screen.
- Added ability to swipe left to open order actions in Orders screen.
2.33 05/28/2018
- Personalized dashboard use settings are now synced with the web terminal
- Timestamp added to quotes in Quote Black
- Year High/Low and Day High/Low Indicator added to Quote Block.
- Execution price added to each leg of multi leg orders.
- Ability to place Similar/Opposite order for spreads
- Trade button in Options Spread is now always visible while scrolling
- Quantity in Trade Ticket screen is now automatically populated based on current volume when you click Sell/Buy to Cover
- Beatifications to Orders screen
2.32.4 04/05/2018
-Minor fixes and improvements
more Version 2.66.28 04/07/2025
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