Documentation

See exactly how the software works

Every page, feature, and risk control — explained in plain English. The same docs our members use, open for anyone to read.

Trading Concepts

Once a trade is live, you're not stuck with the stop-loss and profit target that were set at entry. You can change either one in place — directly on the trade card — without having to close the trade and reopen it. The same controls show up on the Live Trades page and on the Copy Trade page.

Editing in place

On any active trade the stop-loss and take-profit are shown right on the card — and both are click-to-edit. Click the price you want to change, type the new value, and press Enter (or the ✓ button) to send it. Press Esc (or ✕) to back out. The new bracket is sent to your broker the instant you confirm — you do not have to close and reopen anything.

Editing a stop price inline on a trade card, with Confirm and Cancel controls

Check-and-bundle on commit

If you make several changes in a row — for example, nudging the stop-loss and the take-profit on the same trade — the portal bundles them together when you confirm so the broker sees one consistent update instead of two flickers. In practice this means a smoother modification with less risk of one leg of the bracket updating while the other is still in flight.

Example

A trade is running in your favor and you want to lock in some profit and aim higher at the same time. Click Modify SL, enter a tighter stop. Click Modify TP, enter a higher target. Confirm. Both adjustments go out together as one bundled change.

Bracket pickers for spread trades

Spread trades (iron condors and iron butterflies in particular) have two brackets — one for the call side, one for the put side. The portal asks you which bracket you want to modify before showing the input field:

  • Modify SL on the call bracket — tighten or loosen just the call side's stop.
  • Modify SL on the put bracket — the put side equivalent.
  • Same with Modify TP.

For trades with a single bracket (vertical spreads, single-leg trades) the picker is skipped and you go straight to the input.

One row per leg on multi-leg trades

For positions made of more than one independent leg (think two or three long calls at different strikes — a "runner"), each leg gets its own row with its own stop and target. Just click the price on the leg you want to change — there's no dropdown to pick a leg first. To move every leg together, use Set all SL or Set all TP on the All Legs row, which apply one price across all legs in a single action.

Dynamic Stops — one click to lock in profit

Every active trade card has a Dynamic Stops row: a set of small green buttons that raise your stop for you.

DYNAMIC STOPS   BE   5%   10%   15%

Each one moves the stop on every open leg at once, so you never have to edit legs one at a time:

  • BE puts your stop just past your entry price, so the worst this trade can do is finish flat instead of down.
  • The percentage buttons lock in that much profit. A 10% button sets every stop to the price that is 10% above your entry.

The percentages are worked out from how far the trade has actually run — they split the distance between where your stop is now and where the price is today into even steps. A trade up 20% offers 5%, 10% and 15%; a trade up 50% offers bigger jumps. Hover any button to see the exact dollar price it will set.

Example

You bought NVDA 217.5 puts at $2.08 and they're now trading at $2.50. The row shows BE · 5% · 10% · 15%. BE would put every stop at $2.09 — a scratch at worst. Click 15% instead and every open leg's stop moves to $2.39, banking at least a 15% win no matter what happens next.

The buttons keep working as the trade runs

Using a button doesn't finish the job — the row refreshes and starts dividing up whatever profit is still on the table, so you can keep raising your stops as the trade goes.

Example, continued: After that click your stop is $1.15. The row comes back offering 16% · 17% · 18%. The trade keeps running to $1.28, and the row grows into 18% · 21% · 24%. Click again, and it re-arms again. You can climb the whole move a step at a time.

Why a button is sometimes grayed out

A grayed-out button means that price is too close to the current market to place right now — a stop set right on top of the price would fire the instant it was accepted. It comes back on its own once the trade moves further in your favor.

The whole row stays put whether or not anything on it is clickable, and every button keeps its spot. That's deliberate: prices tick constantly, and a row that appeared and vanished would move the rest of the card around under your finger mid-click. On a trade that's currently down you'll simply see the row with all of its buttons grayed out.

You'll see the buttons grayed out, or only BE available, when:

  • The trade hasn't moved much yet. There isn't enough room to split into sensible steps.
  • The contract is cheap. On a 35-cent option the steps would all land on the same penny, so only the ones that are genuinely different are offered.
  • Your stops have already passed that level. A button that wouldn't actually improve your position is grayed out.

Legs that have already closed are skipped automatically; only the ones still working get changed.

On credit trades (where you collected premium up front rather than paying it), the buttons work the same way but mirrored — they appear once the price drops below what you sold for.

Setting the very first stop on a Lottery trade

Lottery Trades are the one case where the trade starts with no stop-loss at all — its Stop shows No stop in amber rather than a price. The Dynamic Stops row still appears, and works exactly as described above with one difference: the first button you click creates the stop instead of moving one.

The percentages will look enormous, and that's correct — a contract bought at 1¢ and now trading at 30¢ really has run 2900%, so the row divides that up rather than offering the 5%/10%/15% steps you'd see on an ordinary trade. Hover any button to see the exact dollar price.

Once you've clicked, the trade is an ordinary bracketed trade: your profit target is unchanged, and the row re-arms and keeps offering higher levels just like anywhere else.

Trades that don't get the row at all

Dynamic Stops shows up on trades running a fixed profit target and stop-loss, and on Lottery Trades, which have a target and no stop yet. You won't see the row on:

  • Trailing-stop trades. The bot is already moving your stop for you. A stop you set by hand would be honored only until the trade makes a new high, at which point the trail reclaims it — so a button that looked like it worked would quietly come undone. Change the trailing settings on the strategy instead.
  • Futures trades. Futures stops are measured in points off the contract's own tick rather than in dollars per contract, so the percentages here don't translate.
  • Completed trades. There's nothing left to move.

Everything else on the card behaves the same either way — you can still Scale In, Close, and arm Auto-Exit or Auto Scale-In on a trailing trade.

Note

A stop is a trigger, not a guarantee. In a fast-moving market your actual fill can be a little worse than the stop price, so treat these as "very close to" rather than exact promises.

When to use it

  • A trade is up and you want to trail a stop-loss by hand instead of waiting for the automated trailing logic.
  • A target is close and you want to push it a little further given the way price is acting.
  • News broke and you want to tighten the stop on every open position quickly.

Tip

Modify is a manual lever — it overrides the bracket on that trade only. It does not change the strategy's default profit-target or stop-loss settings. For future trades to use the new numbers, edit the strategy itself on the Strategies page.

Warning

Modify only changes the working prices on a trade that's already open. It is not a substitute for an emergency exit — if a trade is going badly and you want out, use the Close button (or Flatten All for the whole account).