In addition to the One-Click Trading Feature, you can also trade directly from a chart by using the Buy and Sell icons in the top left-hand corner of the Chart Window. In order to use these Icons, you first have to set up your Default Chart Long Strategy and your Default Chart Short Strategy in the Brokerage Plus Module. The process is the same as the setup of your One-Click Order Entry Template which enables you to buy via right-click.
If you have not yet set up your One-Click Order Entry Template, Follow the steps in the specific tutorial first.
If you have already set up a One-Click Order Strategy, go to the Toolbar, select New, and then Brokerage Plus.
Connect to your trading account, or our in-house simulator, by selecting Connect and making your choice.
Open the Strategies Tab of the Brokerage Plus Module, then highlight and right-click in your One-Click Order Entry Strategy and select Default Chart Long Strategy or Default Chart Short Strategy.
To trade via the Chart Buy and Sell Icons, simply click on the icon, then select the price you would like to buy or short the stock by clicking into the location on the chart. Your Default Chart Long Strategy or Default Chart Short Strategy will now automatically be applied. Your order will be sent directly to your brokerage with the configured Entry and Exit parameters.
A blue line will indicate your Opening Order Level, a red line will indicate your Stop Loss Level, and a red line will indicate your Target Price.
Once your order is filled, the blue line will disappear and the projected Loss and Profit in Dollars will be displayed at the Target and Stop Loss line.
All Price Levels can be adjusted directly on the charts by moving the lines via drag and drop with your mouse.
Your trade will also be displayed in the Positions Tab of Brokerage Plus. Whenever you adjust the Target or Stop, by moving the line on the chart, it will automatically be updated in Brokerage Plus as well.