Alongside options and futures, the portal can trade shares of stocks and ETFs — through the same broker you already use. tastytrade, Public and Robinhood all trade equities on the very same account and login you use for options, so there is no new broker to set up and nothing to connect.

Instead of buying a call or a put, a stock strategy simply buys the share and sells it to exit. Everything else works the way you're used to: the bot listens for alerts, opens the position, manages the exit with a take-profit and stop-loss, and fills in your Dashboard, History and Calendar.

The big difference is the scale of the numbers. A $2.00 option can double; a $230 share generally does not. So a stock strategy's take-profit and stop-loss are set in fractions of a percent — typically 0.25% to 5% — where an options strategy uses 25%, 50% or 100%.

Note

Stock strategies are long only for now. The bot buys to enter and sells to exit; it does not short.

Turning it on

Stocks is a market, like options and futures. You need it on your plan first — pick it as your included market in the welcome wizard, or add it from the Marketplace.

Once you hold it, open the Strategies page and create a strategy. In the Instrument control at the top of the form, choose Stocks.

• The strategy carries a small STOCK tag on its card.
• Its exit targets are entered as percentages, the same control options uses — just much smaller numbers. See Setting realistic targets below.
• Settings that only make sense for a contract disappear: expiration, strike, call/put filters, delta and IV filters, Lottery, Reverse and Side Swapping. A share has none of those things.

Note

A strategy's instrument is locked in once it is enabled or holding a position. Turn it off first if you need to change it.

Setting realistic targets

This is the one place where carrying options habits across will hurt you.

A 50% take-profit on a $230 share means waiting for $345. That is a target you may never see. The useful range for a stock is much tighter:

Target	On a $230 share	Reads as
0.25%	$230.58	a scalp
1%	$232.30	a normal intraday move
2.5%	$235.75	a strong day
5%	$241.50	a large move

The sliders still span the full 1%–1000% range, so nothing is taken away — but the useful band sits in the far-left sliver of that travel. Click the percentage next to any slider and type the exact number instead, including decimals like 0.25. That is the control to use on a stock strategy; the slider is there for options.

Whole shares, or fractions of one

A stock strategy has one setting options and futures do not: Fractional Shares.

Off (the default). Each entry buys as many whole shares as your allocation covers. $500 on a $180 share buys 2 and leaves $140 unspent. If one share costs more than your allocation, the entry is skipped.

Your take-profit and stop-loss rest at the broker as a real bracket order, exactly as they do for options — so they are live even if your bot restarts or loses its connection.

On. Each entry spends your whole allocation, as two orders. $500 on a $180 share buys 2.7778 shares rather than 2 — but it does it as 2 whole shares plus $140 of a part-share, and that split is what keeps you protected.

Fractional orders are market-only at every broker, with a $5 minimum, so no take-profit or stop-loss can rest at the broker against a fraction of a share. So the whole shares are bought with a normal bracketed order — your take-profit and stop sit at the broker exactly as they do for options — and only the leftover part-share is managed by the bot.

The practical consequence: at most one share's worth of your position is ever without a broker-held stop, not the whole position. On a $180 stock that is under $180 regardless of whether you allocated $500 or $5,000. The part-share is closed automatically as soon as your bracket fills, and if the bot restarts while it is still open, it is closed on the next check.

Note

Fractional shares are available on tastytrade and the paper broker. On Public and Robinhood a fractional entry is refused — both brokers offer fractional shares to their own customers, but the bot cannot yet place the part-share order through them, and it will not open a position it cannot close reliably.

What a stock strategy shares with everything else

Almost all of it. These work identically:

• Allocation and risk — Max Capital Per Trade, Risk Allocation, and your plan's per-trade cap.
• Trading schedule and skip days — stocks use the same regular-hours session as options.
• Trailing stops, including multi-tier trailing and break-even moves.
• Multi-leg exits (runner legs) — scale out of a share position in tranches.
• Averaging in on a repeat alert.
• Kill switches, daily loss caps and Max Loss Count. A stock trade counts toward them exactly like any other.
• Bring Your Own Webhook — see below.

Two labels change wording to match the instrument: Max Contract Cost reads Max Share Price, and Max Contracts reads Max Shares. They are the same settings doing the same job — a ceiling on how many units one entry may buy, and on what each may cost.

Stocks get their own strategy slot

Your plan's strategy count is per market, so switching on a stock strategy does not use up your options slot. On Starter you can run one options, one futures and one stock strategy side by side. See Plan limits for the full picture.

Sending your own stock alerts

If you use Bring Your Own Webhook, a stock alert is simpler than an option one — there is no contract to encode:

{
  "timestamp": "2026-10-04T11:00:00-04:00",
  "ticker": "AAPL",
  "assetClass": "equity"
}

• ticker is the plain symbol — AAPL, F, BRK.B. One to five characters, optionally with a dot class suffix.
• assetClass must be "equity". Without it the bot reads the ticker as an option contract and rejects it.
• Do not use unmodifiedTicker for a stock. That field means "an encoded option contract" and assumes a three-character root.

The webhook panel on a stock strategy shows this shape, with a copyable example.

Alerting stocks as a publisher

If you publish copy-trade alerts, the Stock slot on the Copy Trade page sends a share alert: type the ticker and send. The expiration, strike and call/put fields disappear, because a share has none.

Everything else about publishing is unchanged — your subscribers each size the position from their own settings, and their own Fractional Shares toggle decides whether they buy whole shares or a fraction.

What is not available yet

Said plainly so you are not left wondering:

• Backtesting a stock strategy. The backtest engine replays option prices and has no stock history yet, so a stock strategy is not offered in Backtest or Backtest vs Live. Offering it would replay the wrong instrument and report the result as yours.
• Fractional shares on Public and Robinhood. tastytrade and paper only, for the reason above.
• Shorting. Long only for now.
• Manual entry of a stock on the Hybrid Trade page works; Turbo mode does not, because Turbo picks an option strike from the underlying price and a share has no strike.