The Trades page shows every position that's open right now. Each open trade gets its own card with live, tick-by-tick updates.

Pending Triggers

If you've armed any Price-Triggered Entries, they appear in their own section above your open positions, headed Pending Triggers.

These are not positions. Nothing has been bought yet, so there's no profit or loss, no stop-loss and no quantity — just a stock, the price you're waiting for, and how far it still has to go. The stock's price updates live on each card.

SPY now		Trigger	To go
$610.12	▲	$612.50	$2.38

From the card you can change the trigger price, switch between letting the system pick the contract and naming your own strike, or cancel the trigger. The moment it fires, the card disappears and a normal trade card takes its place.

What's on a trade card

A typical card tells you:

• Ticker and direction — e.g. SPY Call or QQQ Put.
• Underlying stock price (optional) — if you turn on Underlying Stock Price in Dashboard Settings, the live price of the underlying stock or ETF appears right beside the ticker (for example SPY 12/29 747C · $611.23). It's off by default and only shows while a trade is active.
• Entry price — what you paid per contract when the trade opened.
• Current price — the latest market price.
• P&L — how much that trade is up or down at this exact second.
• Profit target / stop-loss — the price levels at which the bot will close the trade.
• Trailing stop — if you use a trailing stop, the moving floor is shown alongside the highest price the trade has reached.
• Duration — how long the trade has been open.

Actions you can take

The buttons at the bottom of every card are grouped into labelled rows, one row per job, so you can find a control by what it does rather than by hunting for where it sits. The rows come in two blocks:

Manual — things that happen the moment you click:

• Dynamic Stops (fixed profit-target/stop-loss trades) — one-click buttons that raise the stop on every open leg at once. See Modifying Stop-Loss & Take-Profit.
• All Legs (multi-leg trades) — set the same stop-loss or take-profit across every leg in one action.
• Position — Scale In to add more contracts to a winning trade (at market with one click, or at your own limit price), and Close to close this one trade at market right now. The bot won't try to reopen it.

Automated — things you arm now and the bot carries out later, even with your browser closed:

• Auto-exit — a take-profit and/or stop-loss for the whole trade. See Auto-Exit.
• Auto Scale-In — a price level that adds to the position when it's reached. See Auto Scale-In.

A row only appears when it has something in it, so a simple trade shows fewer rows than a multi-leg one. Individual buttons within a row stay put and gray out rather than disappearing, so the card doesn't shift under your finger as prices tick.

Tip

Closing a single trade is different from Flatten All. Closing one trade leaves your other open trades running. Flatten All closes every trade at once.

Filtering what you see

The Trades page shows today's activity — both positions that are open right now and trades that have already closed today. A few filters at the top let you narrow it down:

• Source — All, Automation (trades the bot opened from an alert), Hybrid (trades you entered by hand), and Copy Trading (when available on your account).
• Live / Paper — when this is available on your account, switch between real-money and paper trades.
• Strategy — a dropdown to show only one strategy's trades. It appears once you have trades from more than one strategy today.

The strategy dropdown only lists strategies that actually have trades under the source and Live/Paper filters you've selected — so picking one never drops you on an empty page. For example, if you switch to Paper and your only paper trade today came from your 0DTE SPY strategy, that's the single strategy you'll see in the list. If you then change a filter in a way that hides the strategy you'd picked, the page falls back to All strategies automatically.

What "today" means for futures

For stocks and options, "today" is simply today's date on your own clock, midnight to midnight.

Futures don't trade on that clock. Their trading day starts the evening before, at 6:00 p.m. Eastern, and ends at 5:00 p.m. Eastern. So for futures trades, Completed Today, the Intraday P&L chart, and the Net figure in the top bar all follow that futures trading day, not the midnight-to-midnight day. On the chart, trades from the evening before sit to the left of the midnight line (see below).

Example

On Wednesday you close an NQ trade at 7:30 p.m. Eastern, then an MES trade at 10:00 a.m. Eastern on Thursday. Both belong to Thursday's futures trading day, so on Thursday morning you'll see both under Completed Today, and the chart starts at Wednesday evening. At 5:00 p.m. Eastern on Thursday that trading day ends and both trades leave the Trades page. You can still find them in Trade History. Options you traded on Thursday stay under Completed Today until midnight on your clock, like always.

Note

The Daily Guardrails card works a little differently: its totals for your whole account count from midnight. For how your futures strategies' own daily limits reset, see Trading Hours.

The Intraday P&L chart

The Intraday P&L chart shows two lines.

The solid green and red line is your realized profit — money actually banked. It steps up or down the moment a trade closes and stays flat in between, sitting green above the $0 mark and red below it.

The blue dashed line adds your open positions on top of that. It traces the whole day, rising and falling as the market moves the trades you're still holding, and ends in a dot at the current moment. The distance between the two lines at any point in the day is exactly what your open positions were worth right then.

Example

You bank $220 on a morning trade, so the green line steps up to $220 and sits there. You're still holding four spreads. Through the afternoon those spreads swing from $150 in your favor to $400 against you, so the blue line rides from $370 down to −$180 and back while the green line hasn't moved at all. When you finally close them for $260, the green line steps up to $480 and the blue line meets it.

Note

A gap in the blue line means your bot wasn't reporting over that stretch — it was stopped, restarting, or you had only just started it. It does not mean you were flat. The line picks up again as soon as your bot is running, and the chart leaves the gap open rather than guessing what happened in between.

Above the chart you'll see Realized and Open side by side — the same two numbers the lines show, so you can read the day at a glance without hovering.

How far back the chart goes depends on what you trade. If you run futures or index options like SPX and XSP, those markets keep trading through the night, so the chart shows the last 24 hours and moves forward on its own. If you only have ordinary stock and options strategies enabled, it shows today's market session instead — there's no point in fourteen hours of flat line while the market is shut.

When each market's day restarts

Your profit for the day restarts at $0 when a market's trading day rolls over — 9:30 a.m. Eastern for stocks and options (the opening bell) and 5:00 p.m. Eastern for futures. Nothing restarts at midnight, because no market reopens then. Because the two happen at different times, the chart shows each restart as a step in the line rather than wiping the earlier part away. Everything in the last 24 hours stays on screen.

Example

You make $900 on NQ overnight. At 3:00 p.m. Mountain — 5:00 p.m. Eastern — the futures day rolls, so the line steps down by that $900 and futures start counting from zero again. The overnight climb is still drawn to the left of the step, and any options profit on the same chart is untouched by it: options don't restart until the bell the next morning.

The lines only cover the stretch your bot was actually reporting. Where there's no record — before you first ran a version that tracks this, or while the bot was stopped — the chart leaves the space empty rather than drawing a flat line across it. A flat line would say "nothing moved", and if you were holding positions overnight that isn't true.

A few dotted lines help you read it:

• Yellow — midnight. Yesterday's date is at the top left of the line and today's date is at the top right, so an evening trade is never mistaken for tonight's.
• Blue — options market open and close (9:30 a.m. and 4:00 p.m. Eastern, or 1:00 p.m. on early-close days). There are no lines on market holidays or weekends.
• Purple — futures market open and close (6:00 p.m. and 5:00 p.m. Eastern).

You only see the blue lines if your account includes the options market, and the purple lines if it includes futures. Which markets you have is shown in the Markets section of the Marketplace. Each line is labeled at the bottom. When lines sit very close together, such as the 4:00 options close and the 5:00 futures close, a label may be left off to keep things readable. The line's color still tells you which market it belongs to.

Example

It's 10:00 a.m. Mountain time on Wednesday, and you trade both markets, so you get the full 24 hours. The chart runs from 10:00 a.m. Tuesday to now. Reading left to right, you'll see Tuesday's options close at 2:00 p.m., the futures close at 3:00 p.m. and reopen at 4:00 p.m., the yellow midnight line, and Wednesday's options open at 7:30 a.m. Your P&L line starts at your first trade after the 4:00 p.m. futures open.

Note

Futures lines follow the regular weekly schedule. On a holiday when the futures market closes early or stays shut, the lines don't reflect that.

The chart stretches to fill the row when the Daily Guardrails card isn't shown beside it, and it fits a phone screen by showing fewer time labels.

Card view vs. List view

At the right of the filter bar is a Cards / List toggle that changes how your trades are laid out. The information and the controls are exactly the same either way — pick whichever reads better for you.

• Cards (the default) gives each trade a full card with its prices, trailing visualization, and buttons all on display. Best when you're watching just a few positions.
• List puts each trade on a single compact row — ticker, when you got in (In), when you got out (Out), entry price, current price, P&L, and status lined up in columns like a table — so you can scan a lot of trades at a glance. Both your Active Positions and Completed Today sections switch to the list layout together.

The In and Out columns show the date above the time, in your own time zone — the same way the Trade History page shows them. The year only appears when it isn't this year. A trade that's still open has no exit yet, so its Out column shows a dash (—).

In List view the controls are tucked away until you need them: tap any row and it expands into a drawer with the full trade card — your stop-loss and take-profit levels, plus the same Close, Scale In, Modify SL / TP, and everything else you get in card view. Tap the row again to collapse it, and you can keep several rows open at once.

The app remembers which view you picked on this device (separately from the Copy Trade page), so if you prefer List it'll still be List next time. On a phone the rows stack neatly with a label on each value, so there's never any sideways scrolling.

Example

You've got a dozen positions open and want to check on the SPY swing you've been holding since yesterday. Switch to List and scan the In column — the row that reads Sep 15 over 2:47 PM is the one. Tap it to open the drawer, check where its stop sits, and move it up to lock in profit — without hunting through a wall of cards.

Sorting the list

In List view, click a column header to sort your trades by it. The first click sorts the way you're most likely to want: A to Z for Ticker, newest first for In and Out, and biggest first for Entry, Price and P&L. Click the same header again to flip the order, and a third time to go back to the usual order. A small arrow (▲ or ▼) beside the header shows which column is sorted and which way.

• Active Positions and Completed Today each have their own sort, so you can sort one by P&L and the other by exit time.
• In and Out sort by the full date and time, not just the clock. A swing trade you opened yesterday at 3:00 PM sorts as older than one you opened this morning at 9:00 AM.
• Sorting by Price or P&L keeps up with the market: as prices move, rows shift to stay in order.
• In Active Positions, Status puts trades still waiting on your broker first. Out isn't sortable there, because an open trade hasn't exited yet.
• A row with nothing to show in the sorted column (a dash) always sits at the bottom, whichever way you sort.
• The app remembers your sort on this device. Sorting only applies to List view; Cards always show trades in their usual order.
• On a phone the column headers are hidden, so use the Sort menu above the list instead. The ▲/▼ button beside it flips the direction.

Example

It's 3:30 PM and you want to know which open position is dragging your day down. Click P&L once and your biggest winner is on top. Click it again and the worst loser is the first row. Tap that row and tighten its stop.

Connection status

A small indicator on the page tells you whether the portal is connected to your trading service. Green means everything's live. If you see "Reconnecting…", the portal is reattaching its live feed — usually it sorts itself out in a few seconds.

Killswitch progress

If you've set a daily profit or loss killswitch, the page shows a progress bar toward your threshold. For example, if your daily loss killswitch is -$300 and you're currently at -$210, the bar will be about 70% full toward "close out and stop for the day."

When the page is empty

An empty Trades page just means no positions are open right now. New trades will appear here automatically the instant the bot opens one.

Modifying stop-loss and take-profit in place

Every trade card has Modify SL and Modify TP buttons. Click either one, type the new price, and confirm — the change is sent to the broker immediately and you don't have to close and reopen the trade. For iron condors and iron butterflies the card first asks whether you want to modify the call bracket or the put bracket. For multi-leg singles it asks which leg to modify. The portal also bundles changes you make in quick succession into a single update so the bracket doesn't flicker between states. See the Modifying Stop-Loss & Take-Profit topic for more.

Multi-leg trade cards

If the trade is a spread, the card uses the same conventions as single-leg cards but adds a few things:

• A spread-type pill next to the ticker (CC, CD, IC, IB, etc.) that names the structure.
• An expand/collapse affordance: click the spread pill (or the AVG pill, if present) to reveal each leg's strike, action, and fill price.
• A smarter Close button. For trades with two brackets (iron condors, iron butterflies), Close opens into three choices: Whole Spread, Close Call Side, or Close Put Side.

The Spread Trades topic has the full rundown of what spread pills mean and how to read the leg breakdown.

The AVG pill (averaged entries)

If you (or the bot) added contracts to an already-open trade, you'll see a small AVG pill next to the ticker. The entry price shown on the card is the weighted average across every fill. Click the pill to see the individual fills with their prices and quantities.

Scaling in at a limit price

The Scale In button is a split button. The default action sends the additional contracts at market — one click and they fill at the current price. The dropdown beside it lets you instead enter a limit price: type the net price you're willing to pay (or receive, for credits) and submit. The bot waits for the market to come to your number before adding to the position. Scale-in works on single-leg trades, on spreads, and on trades running a Trailing Stop — see that topic for what adding contracts does to the trailing stop itself.

There's also a hands-off version: Auto Scale-In lets you arm a level to add at and walk away, and the bot presses the same button for you the moment that level is reached. Unlike a limit order, nothing rests at your broker. That topic has the full story — including how the size is decided and why there's no quantity box.

A note on the trailing visualization

When a trade is running on a trailing stop, the card shows you the floor of the trail right alongside the peak price the trade has reached so far. If your strategy uses multi-tier trailing, you'll see a vertical ladder of tiers on the card instead — each tier lights up as the trade clears it. See the Multi-Tier Trailing topic for what the ladder means.