Trade Management

This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables you to visually assess adjustments.

Once the existing trade is showing on the options page, take a ‘snapshot’.  Enter the adjustment, then take another ‘snapshot’.

To submit the adjustment to the Order Ticket of your brokerage account, click “Trade”. The smart ticket system will even handle the trade adjustment automatically by entering the appropriate buy/sell, open/close combination.  


From Strategize to Analyze to Trade

Any strategy-specific options trade will have ‘Analyze’ and ‘Trade’ in the Action Icon.

Click ‘Analyze’ to see the trade in the options chain. From there, you can edit or click ‘Trade’ to have the trade sent to the Order Ticket of your brokerage account.

Give it a try!