Portfolio – Order Status
Note: Gains in Broker Menu (lower left) and Portfolio Menu have the same functionality and are both referenced on this page.
26-01 Release Notes: Bracket Order Adjustment, Journal Reports, Show Confirmation
Adjust Limit and/or Stop Orders from the Chart Click on the Limit (or Stop) Order Dashed Line The Modify Order [...]
Posted in Order Status, Positions, Release Notes, Portfolio, Trading
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Tagged trade, Orders, Adjustments, How to
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Conditional Orders (OCO)
Conditional Orders Available with Tradier Brokerage One-Cancels-the-Other (OCO) orders allow two orders to be placed at once, combining a Limit [...]
Posted in Portfolio, Order Status, Functionality, Trading
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Tagged Orders, Tradier, Order Ticket, Conditionals, OCO
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Order Staging (Premium Desktop Feature)
This feature allows the user to save Potential Trades for further consideration to decide the best ones to submit. Staging is also [...]
Posted in Portfolio, Order Status, Trading
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Tagged trading, Premium, Order Staging, Trade Sharing
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Order Types – How to Enter
Market Order are Buy or Sell orders to be executed immediately at current the Market Price. Execution of the trade [...]
Posted in Portfolio, Order Status, Positions, Trading
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Tagged portfolio, trading, menu, How to
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Updating Journal Entries
Updating closed or adjusted trades in the Journal Tab is easy by the following steps: 1. Go to the Order [...]
Posted in Portfolio, Order Status, Journal, Trade Journal
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Tagged trading, trade journal
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I own the stock, how to I enter a Covered Call trade?
When you already own the stock, but want to enter a Covered Call position, follow the following steps: 1. From [...]
Posted in Positions, Order Status, Trade Journal, Trading
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Tagged portfolio, positions, trading, menu, How to
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