How-To Guides

Place Manual Trades

Submit and manage manual orders, open positions, and active orders from a connected trading account in the Trade tab.

Last verified

In-app tour: “Trading Tab Guide”.

The Trade tab lets you submit orders directly to any connected account, without leaving the copier. The left panel is the order entry form; the right panel shows your positions and active orders.

Select an account. Choose which connected account to trade on. Only accounts from active connections appear in the dropdown.

Select an instrument. Type to search or pick from the dropdown. The available instruments depend on the selected account’s broker.

Configure the order:

  • Order Type: Market, Limit, Stop, or Stop Limit.
  • Side: Buy or Sell.
  • Quantity: number of contracts/shares.
  • Prices: limit and/or stop price fields appear based on the order type.
  • Time in Force: how long the order stays active.

Submit. Click the Submit button to send the order to your broker. The button is disabled while an order is in flight, and status messages appear below the form.

Positions panel. Shows open positions for the selected account — symbol, side, quantity, entry price, and P&L per row. Use Close Position to flatten a selected position, or Refresh to update the view.

Active Orders panel. Shows working orders. Cancel an individual order with the Cancel button on its row, or use Cancel All to pull every active order at once.

Layout. Drag the splitter bars to resize the panels — the horizontal splitter adjusts order form vs. positions/orders, the vertical one adjusts positions vs. active orders. Your layout is saved automatically.