Investfly Guides

Submit Manual Trades

Execute trades directly through Investfly's intuitive trading interface.

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:

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

To place a stock trade:

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:
   • Symbol (ticker of the stock)
   • Action (Buy or Sell)
   • Quantity (number of shares)
   • Order Type (Market, Limit, Stop, etc.)
   • Price (for Limit orders)
   • Duration (Day, GTC - Good Till Canceled)
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

Options trading allows you to gain exposure to stocks while potentially limiting risk or generating income.

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:

To trade futures:

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