Submit Manual Trades

Submit manual trade orders to your trading account, whether it's a virtual portfolio or a broker account, directly from the Dashboard page. Manual trading is ideal for beginners who are new to trading. As you gain experience, we recommend transitioning to automated trading to fully leverage Investfly's capabilities, the best automated stock trading platform.

Investfly allows manual orders for the following security types:

• Equities (stocks and ETFs)
• Options (with multi-leg support)
• Futures

Opening the Trade Dialog

On the Dashboard page, click the Trade button. The dialog is organized into four tabs to accommodate different security types: STOCKS, OPTIONS, MULTI_LEG, and FUTURES.

Trading Stocks

1. Open the Trade dialog as described above.
2. Click on the STOCK tab if it is not already selected.
3. Provide the requested information.
4. Click Submit Order.

Once submitted, the order can be filled immediately or scheduled. If filled immediately, it will appear in the open positions and trade history tabs. Scheduled orders will be listed in the Pending Orders tab, and you can cancel them at any time.

Trading Options

1. Open the Trade Dialog.
2. Click on the Options Tab.
3. Enter the stock symbol and click Get Option Chain.
4. The Option Chain will be displayed in a table below.
5. Select the option you wish to trade by clicking the icon in the Action column.
6. Enter Quantity, Order Type, and other necessary information.
7. Click Submit Order.

MultiLeg Orders

MultiLeg orders combine one or more options orders with zero or more equity orders. They are used to construct complex trading strategies like covered calls, butterflies, and spreads.

1. Open the Trade Dialog.
2. Click on the MultiLeg Tab.
3. Enter the Symbol and click Get Option Chain.
4. The Option Chain will be displayed in a table below.
5. Adjust the expiry date dropdown on the top right of the table as needed.
6. Select the option you wish to trade by clicking the icon in the Action column.
7. Enter Quantity, Order Type, and other necessary information.
8. Repeat steps 5-7 to add more options legs.
9. Click on Add Equity Leg if you wish to include Equity.
10. Click Submit Order.

Trade Futures

Investfly supports trading in the following futures categories: Equity, Energy, Metals, Currency, Interest, and Agriculture.

1. Open the Trade Dialog.
2. Click on the Futures Tab.
3. Select a sub-tab for Equity, Energy, Metals, Currency, Interest, or Agriculture.
4. Choose a Future Product (e.g., SP EMini Futures ES) from the dropdown menu.
5. A table with available expiration dates will appear.
6. Select a row by clicking SELECT.
7. Enter the quantity and trade type.
8. Click Submit Order.