# Submit Trades (Stocks/Options, Crypto, Forex)

How To Submit & Modify Trades For:\
\- [Stocks](#how-to-submit-stock-trades)\
\- [Options](#how-to-submit-options-trades)\
\- [Crypto](#how-to-submit-crypto-trades)\
\- [Forex](#how-to-submit-forex-trades)\
\- Futures (soon)\
\- [Adding or changing TP/SL on open trades](#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.](#user-content-fn-1)[^1]
6. Select the Style of your trade; Daytrade, Swing, Scalp, or Long Term.
7. Hit `Continue`

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2FWWaXXmejK3ZQXqq2DVPy%2Fimage.png?alt=media&#x26;token=b4933e8e-6ef8-4d61-8509-90aa2f54c3f1" alt=""><figcaption><p>Submit trades using the New Trade interface</p></figcaption></figure>

{% 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 &&#x20;**<mark style="color:red;">**Optional**</mark>**&#x20;Final Step**

1. [Specify a Take Profit and/or Stop Loss.](#user-content-fn-2)[^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.

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2FyGQVfJ884FUsdLzgyTEM%2Fimage.png?alt=media&#x26;token=6e9be155-72ea-4e7f-bb25-4d9b3fe641bf" alt=""><figcaption><p>TP/SL, trade notes, risk flags, and Trade Sharing are all optional and this step can be skipped</p></figcaption></figure>

### Average, Partial/Trim, or Closing

Use ![](https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2F4V31oxYGseS6XlMNJH6a%2Fimage.png?alt=media\&token=501c9b6e-f223-49e1-b964-a4c72507e300) 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`&#x20;

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2FdLtRnKPjYuhvVL6JIlBN%2Fimage.png?alt=media&#x26;token=9d372eb7-b938-4c9d-ae31-04b6310362ad" alt=""><figcaption><p>Average, partial/trim, and close all open positions from the Active Positions tab on the New Trade interface</p></figcaption></figure>

Trades can also be averaged, trimmed, or closed directly from the [Trade Insight](https://docs.nvstly.com/info/readme/user-interfaces-overview#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.](#user-content-fn-3)[^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`

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2FLe2byVLcy5wDqZauAnG2%2Fimage.png?alt=media&#x26;token=0e0dfb64-1e66-46e1-9a37-700784311b1f" alt=""><figcaption><p>Stock options trades can be submited using the New Trade interface</p></figcaption></figure>

**Second &&#x20;**<mark style="color:red;">**Optional**</mark>**&#x20;Final Step**

1. [Specify a Take Profit and/or Stop Loss.](#user-content-fn-2)[^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.&#x20;
4. Modify your Trade Sharing settings.

### Average, Partial/Trim, or Closing

Use ![](https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2F4V31oxYGseS6XlMNJH6a%2Fimage.png?alt=media\&token=501c9b6e-f223-49e1-b964-a4c72507e300) 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`

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2Fa1kzNJdQYDQWHmTg9wLc%2Fimage.png?alt=media&#x26;token=50b2ebbd-116d-4429-ad68-4ef294700c34" alt=""><figcaption><p>Average, partial/trim, and close all open positions from the Active Positions tab on the New Trade interface</p></figcaption></figure>

Trades can also be averaged, trimmed, or closed directly from the [Trade Insight](https://docs.nvstly.com/info/readme/user-interfaces-overview#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.](#user-content-fn-3)[^3]
7. Select the Style of your trade: Daytrade, Swing, Scalp, or Long Term.
8. Hit `Continue`

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2FIr7pXUc0A135P8iBjyFi%2Fimage.png?alt=media&#x26;token=9683f55c-ebd4-4ef5-b866-577c31c7f36c" alt=""><figcaption><p>Submit crypto trades using the New Trade interface</p></figcaption></figure>

**Second &&#x20;**<mark style="color:red;">**Optional**</mark>**&#x20;Final Step**

1. [Specify a Take Profit and/or Stop Loss.](#user-content-fn-2)[^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.&#x20;
4. Modify your Trade Sharing settings.

### Average, Partial/Trim, or Closing

Use ![](https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2F4V31oxYGseS6XlMNJH6a%2Fimage.png?alt=media\&token=501c9b6e-f223-49e1-b964-a4c72507e300) 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.&#x20;
2. Select Average, Partial, or Close from the dropdown menu under Status.&#x20;
3. Input your price or use the provided real-time market price.&#x20;
4. Optionally add notes or upload media.&#x20;
5. Modify the Trade Share settings&#x20;
6. Hit `Submit`

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2F9Wwd7LAk5InhGYU73WWV%2Fimage.png?alt=media&#x26;token=3d90baa4-2e08-442d-8720-24db7e8ea282" alt=""><figcaption><p>Average, partial/trim, and close all open positions from the Active Positions tab on the New Trade interface</p></figcaption></figure>

Trades can also be averaged, trimmed, or closed directly from the [Trade Insight](https://docs.nvstly.com/info/readme/user-interfaces-overview#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.](#user-content-fn-3)[^3]
6. Select the Style of your trade; Daytrade, Swing, Scalp, or Long Term.
7. Hit `Continue`

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2Fq5EkPGYTS6mbP2kozTH1%2Fimage.png?alt=media&#x26;token=73259d91-5e86-4120-aa09-16587fa23a71" alt=""><figcaption><p>Submit trades using the New Trade interfce</p></figcaption></figure>

**Second &&#x20;**<mark style="color:red;">**Optional**</mark>**&#x20;Final Step**

1. [Specify a Take Profit and/or Stop Loss.](#user-content-fn-2)[^2]
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.

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2Fiag6ZFn0q4JnxUZrjMk6%2Fimage.png?alt=media&#x26;token=31a9b5fb-ed13-4691-8e5e-69efc1a34db5" alt=""><figcaption><p>TP/SL, trade notes, risk flags, and Trade Sharing are all optional and this step can be skipped</p></figcaption></figure>

### Average, Partial/Trim, or Closing

Use ![](https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2F4V31oxYGseS6XlMNJH6a%2Fimage.png?alt=media\&token=501c9b6e-f223-49e1-b964-a4c72507e300) 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`&#x20;

<figure><img src="https://1979700980-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7y9NJ86ay9CegkK2t71u%2Fuploads%2Fj0mOe7HALvbwSy9Rbfzm%2Fimage.png?alt=media&#x26;token=a7578d53-09dd-4601-9975-ebd140a945bf" alt=""><figcaption><p>Average, partial/trim, and close all open positions from the Active Positions tab on the New Trade interface</p></figcaption></figure>

Trades can also be averaged, trimmed, or closed directly from the [Trade Insight](https://docs.nvstly.com/info/readme/user-interfaces-overview#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](https://docs.nvstly.com/info/readme/user-interfaces-overview#trade-insight-pop-ups-and-pages "mention")

[^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.