Set as Default Chart Long/Short Strategy

In addition to the One-Click Trading Feature, you can also trade directly from a chart by using the Buy & 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 Trading Strategy that you would like to use as your default Chart Trading Strategy, highlight it, then right-click 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 at 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.