Submit Trades (Stocks/Options, Crypto, Forex)
Open, average, partial/trim, or close trades on all markets.
Last updated
Open, average, partial/trim, or close trades on all markets.
Last updated
How To Submit & Modify Trades For: - Stocks - Options - Crypto - Forex - Futures (soon) - Adding or changing TP/SL on open trades
Open the New Trade interface from left navbar.
Choose Stocks under Market.
Select the direction of your trade, Long or Short.
Enter the stock ticker symbol. You will see it's logo appear and it's current price in the price field.
Select the Style of your trade; Daytrade, Swing, Scalp, or Long Term.
Hit Continue
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.
Second & Optional Final Step
Add notes or upload media. (Media uploads limited to PRO members only)
Add a risk factor flag; Earnings, YOLO/Lotto, or Risky.
Modify your Trade Sharing settings.
Go to Active Positions and click on a position's row to expand it.
Select Average, Partial, or Close from the dropdown menu under Status.
Input your price or use the provided real-time market price.
Optionally add notes or upload media.
Modify the Trade Share settings
Hit Submit
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.
Open the New Trade interface from left navbar.
Choose Options under Market
Select the direction of your trade, Long or Short.
Enter the stock ticker symbol. You will see it's logo appear and it's current price in the price field.
Select the Style of your trade: Daytrade, Swing, Scalp, or Long Term.
Under State, specify Call or Put.
Start typing in the expiration date and select it from the list of dates.
Input the strike price.
Hit Continue
Second & Optional Final Step
Add notes or upload media. (Media uploads limited to PRO members only)
Add a risk factor flag; Earnings, YOLO/Lotto, or Risky.
Modify your Trade Sharing settings.
Go to Active Positions and click on a position's row to expand it.
Select Average, Partial, or Close from the dropdown menu under Status.
Input your price or use the provided real-time market price.
Optionally add notes or upload media.
Modify the Trade Share settings
Hit Submit
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.
Open the New Trade interface from left navbar.
Choose Crypto under Market
Select the direction of your trade, Long or Short.
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)
Start typing the exchange name and select it from list.
Select the Style of your trade: Daytrade, Swing, Scalp, or Long Term.
Hit Continue
Second & Optional Final Step
Add notes or upload media. (Media uploads limited to PRO members only)
Add a risk factor flag; Earnings, YOLO/Lotto, or Risky.
Modify your Trade Sharing settings.
Go to Active Positions and click on a position's row to expand it.
Select Average, Partial, or Close from the dropdown menu under Status.
Input your price or use the provided real-time market price.
Optionally add notes or upload media.
Modify the Trade Share settings
Hit Submit
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.
Open the New Trade interface from left navbar.
Choose Forex under Market.
Select the direction of your trade, Long or Short.
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.
Select the Style of your trade; Daytrade, Swing, Scalp, or Long Term.
Hit Continue
Second & Optional Final Step
Add notes or upload media. (Media uploads limited to PRO members only)
Add a risk factor flag; YOLO or Risky.
Modify your Trade Sharing settings.
Go to Active Positions and click on a position's row to expand it.
Select Average, Partial, or Close from the dropdown menu under Status.
Input your price or use the provided real-time market price.
Optionally add notes or upload media.
Modify the Trade Share settings
Hit Submit
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.
Use to instantly close a position at the current market price.
Use to instantly close a position at the current market price.
Use to instantly close a position at the current market price.
Use to instantly close a position at the current market price.
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.
