Submit Trades (Stocks/Options, Crypto, Forex)
Open, average, partial/trim, or close trades on all markets.
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
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

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.

Average, Partial/Trim, or Closing
Use to instantly close a position at the current market price.
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
.
How to Submit Options Trades
Opening
Open the New Trade interface from left navbar.
Choose
Options
under MarketSelect 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
orPut
.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.
Average, Partial/Trim, or Closing
Use to instantly close a position at the current market price.
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
.
How to Submit Crypto Trades
Opening
Open the New Trade interface from left navbar.
Choose
Crypto
under MarketSelect 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.
Average, Partial/Trim, or Closing
Use to instantly close a position at the current market price.
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
.
How To Submit Forex Trades
Opening
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.

Average, Partial/Trim, or Closing
Use to instantly close a position at the current market price.
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
.
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. User Interfaces Overview
Last updated