Managing trades

Managing trades covers everything you do to a trade after it is open: adding to the position, editing or removing fills, and closing it — partially or completely. The video above shows each action on the trade dashboard.

What you can do

• Add to the position — open new legs or increase existing ones as the trade evolves.
• Edit or delete fills — correct a fill’s price, quantity, or date, or remove one entered by mistake; the trade’s figures recalculate automatically.
• Close the trade — close the whole position or just part of it, and the remaining position and its risk profile update on the spot.

Where you do it

All of these actions live on the trade dashboard, next to the positions, fills, orders, and risk analysis for that trade.

Related pages

• Creating a trade — open a new position from scratch.
• Orders management — build and send orders to your broker, including conditional orders.