Opening Trades

How to open both stocks & options positions

Opening triggers; BTO is used to open long STO is used to open short

Stocks Format

Opening Long

BTO <ticker> @ <price> I.e. BTO AAPL @ 188

To open a long stock position, use the trigger BTO followed by the ticker, then the symbol @ before the price.

Example of opening a long position for $AAPL at the price of $188.00

Opening Short

STO <ticker> @ <price> I.e. STO AAPL @ 177.94

To open a short stock position, use the trigger STO followed by the ticker, then the symbol @ before the price.

Example of opening a short position for $AAPL at the price of $177.94

Options Format

Opening Long

BTO <ticker> <exp. date> <strike> <call/put> @ <price> I.e. BTO SPY 9/07 450 call @ 1.27 BTO SPY 9/07 450c @ 1.27

To open long options position, use the trigger BTO followed by the ticker, then the expiration date using MM/DD format (and /YY if next year), the strike price, and either attaching c or p to it or specifying call or put followed by the symbol @ and the price.

Example of opening a long Call position for $SPY, 9/07 expiration date, $450 strike price, and $1.27 for the price by using CMP

You can also use the format with expiration after strike & call/put I.e. BTO SPY 450c 9/07 @ 1.27

Opening Short

STO <ticker> <exp. date> <strike> <call/put> @ <price> I.e. STO SPY 9/08 450 call @ .32 STO SPY 9/08 450c @ .32

To open short options position, use the trigger STO followed by the ticker, then the expiration date using MM/DD format (and /YY if next year), the strike price, and either attaching c or p to it or specifying call or put followed by the symbol @ and the price.

Example of opening a short Call position for $SPY, 9/08 expiration date, $450 strike price, and $0.32 for the price by using CMP

Final Notes: - Do not use $ with tickers. - Submit using a specified price, or use CMP or M for submitting at the current market price. - Multiple trades can be submitted in a single message by using 3 back ticks (```) before and after the whole message.

Using Slash Commands

Submitting trades through slash commands has a more user friendly aspect to it but can take some seconds longer than text messages.

Stocks

Type in /open then select stocks.

Type in or select the direction Long or Short.

Input the ticker or select a provided ticker matching your input.

Enter in the price or use 0 for the current market price.

ADD GIF HERE of submitting trade (may need new screenshot for matching data)

Notes can be added and are optional. Trade Styles (swing, scalp, etc.), Risk Factor Flags, and a Take Profit and/or Stop Loss can all be added by using the notes.

Example of opening a long position for $AAPL at $177.90, adding the Earnings risk flag, and setting both TP/SL

Options

Type in /open and select options.

Type in or select the direction Long or Short.

Input the ticker or select a provided ticker matching your input.

For State, select Call or Put.

Enter in the date using the format MM/DD. (Use /YY if next year.)

Put in the strike price.

Enter in the price or use 0 for the current market price.

ADD GIF HERE of submitting trade (may need new screenshot for matching data)

Notes can be added and are optional. Trade Styles (swing, scalp, etc.), Risk Factor Flags, and a Take Profit and/or Stop Loss can all be added through by the notes.

Example of opening a long options call position for $SPY with $450 strike & expiration date of 9/07, adding the YOLO high risk flag, and setting both TP/SL

Did you know? Multiple trades can be submitted in a single text message by starting the message with 3 backticks (```) and ending the message with 3 backticks.