Trading panel, strategies and risk controls
Order types, attached exits and workspace placement.
Buttons & settings
Trading panel → account / quantity / strategy
01Trading account
What it does
Choose the account for the request.
How to use it
Check global account context before sending an order.
02Qty / TIF
What it does
Set contracts and time in force.
How to use it
Review both for each intended request.
03Market / Limit / Stop
What it does
Choose an immediate or price-conditioned request.
How to use it
A click can send a live order when armed and connected.
04Strategy Manager
What it does
Configure reusable order settings.
How to use it
Inspect the selected strategy before using it.
05OCO / Trail
What it does
Configure linked exits or trailing behavior.
How to use it
Provider support and acknowledgement determine working status.
06CANC
What it does
Request cancellation of working orders.
How to use it
Wait for provider confirmation.
07FLAT
What it does
Request cancellation and position closure for the selected account.
How to use it
Verify the resulting account state.
Choose account and order settings
The global account selector sets the account context. Review the contract, quantity and time in force in the trading panel. Market, limit and stop controls have different execution behavior; the selected strategy and risk controls can affect the request.
Strategies and attached orders
Strategy Manager configures reusable order settings. OCO attaches linked exit orders where supported; Trail configures trailing behavior. Check the resulting working orders and provider acknowledgements. A saved strategy is configuration, not proof that its exits are currently working.
Panel placement
Opening the DOM moves the trading panel to its floating mode. Show trading panel on right closes the DOM and restores the side panel. Floating panels can be resized; they display the entry controls without duplicating account summaries.
Cancel and flatten
Cancel all requests cancellation of working orders for the selected account. Flatten also requests closing positions. These controls affect real orders when connected. Review the account and resulting provider status; disconnecting is not a cancellation.
Still need a hand?
Get in touch with the EdgeX team.