Trade management

Trade management is the section that brings everything together for a single trade. From the trade detail view you can open new positions, roll existing ones, send orders to your broker, attach notes, and analyse the trade’s risk profile — all without leaving the page.

The companion docs for Risk analysis cover the risk graph and the what-if analysis used inside this view.

Trade dashboard The single-trade view where you manage a position from open to close.

Creating a trade Open a new trade from the option chain, the risk graph, or a strategy preset.

Managing trades Modify, roll, and close existing trades.

Orders management Build, send, modify, and cancel orders, including conditional orders.

Trade Journal Attach notes and screenshots to every trade so you can review your decisions later.