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description
Open, average, partial/trim, or close trades on all markets.

Submit Trades (Stocks/Options, Crypto, Forex)

How To Submit & Modify Trades For:
- Stocks
- Options
- Crypto
- Forex
- Futures (soon)
- Adding or changing TP/SL on open trades

How To Submit Stock Trades

Opening

  1. Open the New Trade interface from left navbar.
  2. Choose Stocks under Market.
  3. Select the direction of your trade, Long or Short.
  4. Enter the stock ticker symbol. You will see it's logo appear and it's current price in the price field.
  5. Put in your traded price, or use the provided real-time price.1
  6. Select the Style of your trade; Daytrade, Swing, Scalp, or Long Term.
  7. Hit Continue

Submit trades using the New Trade interface

{% hint style="info" %} Did you know?
After continuing to the next step, the submitted price will be locked in. So even if the current market price exceeds the price tolerance threshold, you will still be able to complete the submission. Keep in mind there is a time expiration on this. {% endhint %}

Second & Optional Final Step

  1. Specify a Take Profit and/or Stop Loss.2
  2. Add notes or upload media. (Media uploads limited to PRO members only)
  3. Add a risk factor flag; Earnings, YOLO/Lotto, or Risky.
  4. Modify your Trade Sharing settings.

TP/SL, trade notes, risk flags, and Trade Sharing are all optional and this step can be skipped

Average, Partial/Trim, or Closing

Use to instantly close a position at the current market price.

  1. Go to Active Positions and click on a position's row to expand it.
  2. Select Average, Partial, or Close from the dropdown menu under Status.
  3. Input your price or use the provided real-time market price.
  4. Optionally add notes or upload media.
  5. Modify the Trade Share settings
  6. Hit Submit

Average, partial/trim, and close all open positions from the Active Positions tab on the New Trade interface

Trades can also be averaged, trimmed, or closed directly from the Trade Insight interface. Standalone notes can also be added from this interface using Update in the dropdown menu under Status.

How to Submit Options Trades

Opening

  1. Open the New Trade interface from left navbar.
  2. Choose Options under Market
  3. Select the direction of your trade, Long or Short.
  4. Enter the stock ticker symbol. You will see it's logo appear and it's current price in the price field.
  5. Put in your traded price, or use the provided real-time price.3
  6. Select the Style of your trade: Daytrade, Swing, Scalp, or Long Term.
  7. Under State, specify Call or Put.
  8. Start typing in the expiration date and select it from the list of dates.
  9. Input the strike price.
  10. Hit Continue

Stock options trades can be submited using the New Trade interface

Second & Optional Final Step

  1. Specify a Take Profit and/or Stop Loss.4
  2. Add notes or upload media. (Media uploads limited to PRO members only)
  3. Add a risk factor flag; Earnings, YOLO/Lotto, or Risky.
  4. Modify your Trade Sharing settings.

Average, Partial/Trim, or Closing

Use to instantly close a position at the current market price.

  1. Go to Active Positions and click on a position's row to expand it.
  2. Select Average, Partial, or Close from the dropdown menu under Status.
  3. Input your price or use the provided real-time market price.
  4. Optionally add notes or upload media.
  5. Modify the Trade Share settings
  6. Hit Submit

Average, partial/trim, and close all open positions from the Active Positions tab on the New Trade interface

Trades can also be averaged, trimmed, or closed directly from the Trade Insight interface. Standalone notes can also be added from this interface using Update in the dropdown menu under Status.

How to Submit Crypto Trades

Opening

  1. Open the New Trade interface from left navbar.
  2. Choose Crypto under Market
  3. Select the direction of your trade, Long or Short.
  4. Enter the crypto ticker symbol under Coin & it's trading pair under Pair. (I.e. BTC/USDT where BTC is the Coin and USDT is the Pair)
  5. Start typing the exchange name and select it from list.
  6. Put in your traded price, or use the provided real-time price.5
  7. Select the Style of your trade: Daytrade, Swing, Scalp, or Long Term.
  8. Hit Continue

Submit crypto trades using the New Trade interface

Second & Optional Final Step

  1. Specify a Take Profit and/or Stop Loss.6
  2. Add notes or upload media. (Media uploads limited to PRO members only)
  3. Add a risk factor flag; Earnings, YOLO/Lotto, or Risky.
  4. Modify your Trade Sharing settings.

Average, Partial/Trim, or Closing

Use to instantly close a position at the current market price.

  1. Go to Active Positions and click on a position's row to expand it.
  2. Select Average, Partial, or Close from the dropdown menu under Status.
  3. Input your price or use the provided real-time market price.
  4. Optionally add notes or upload media.
  5. Modify the Trade Share settings
  6. Hit Submit

Average, partial/trim, and close all open positions from the Active Positions tab on the New Trade interface

Trades can also be averaged, trimmed, or closed directly from the Trade Insight interface. Standalone notes can also be added from this interface using Update in the dropdown menu under Status.

How To Submit Forex Trades

Opening

  1. Open the New Trade interface from left navbar.
  2. Choose Forex under Market.
  3. Select the direction of your trade, Long or Short.
  4. Enter the forex base & quote currency ticker symbols- do not separate the tickers with any character. You will see it's logo appear and it's current price in the price field.
  5. Put in your traded price, or use the provided real-time price.7
  6. Select the Style of your trade; Daytrade, Swing, Scalp, or Long Term.
  7. Hit Continue

Submit trades using the New Trade interfce

Second & Optional Final Step

  1. Specify a Take Profit and/or Stop Loss.8
  2. Add notes or upload media. (Media uploads limited to PRO members only)
  3. Add a risk factor flag; YOLO or Risky.
  4. Modify your Trade Sharing settings.

TP/SL, trade notes, risk flags, and Trade Sharing are all optional and this step can be skipped

Average, Partial/Trim, or Closing

Use to instantly close a position at the current market price.

  1. Go to Active Positions and click on a position's row to expand it.
  2. Select Average, Partial, or Close from the dropdown menu under Status.
  3. Input your price or use the provided real-time market price.
  4. Optionally add notes or upload media.
  5. Modify the Trade Share settings
  6. Hit Submit

Average, partial/trim, and close all open positions from the Active Positions tab on the New Trade interface

Trades can also be averaged, trimmed, or closed directly from the Trade Insight interface. Standalone notes can also be added from this interface using Update in the dropdown menu under Status.

Changing TP/SL on open trades

TP/SL can be added or changed from the Trade Insight interface. Coming soon: Ability to add/change TP/SL from Active Positions tab on the New Trade interface.
#trade-insight-pop-ups-and-pages

Footnotes

  1. A small tolerance of the submitted price A small tolerance is allowed between the submitted price and the current price to account for volatility and the time required to process the trade. ↩

  2. Trades will close automatically when the current market prices reaches these values. ↩

  3. A small tolerance is allowed between the submitted price and the current price to account for volatility and the time required to process the trade. ↩

  4. Trades will close automatically when the current market prices reaches these values. ↩

  5. A small tolerance is allowed between the submitted price and the current price to account for volatility and the time required to process the trade. ↩

  6. Trades will close automatically when the current market prices reaches these values. ↩

  7. A small tolerance is allowed between the submitted price and the current price to account for volatility and the time required to process the trade. ↩

  8. Trades will close automatically when the current market prices reaches these values. ↩