Investfly Guides

Submit Manual Trades

Review and submit eligible manual orders through the Investfly interface.

Submit manual trade orders to an eligible virtual portfolio or connected broker account from the Dashboard page. Review the selected account, instrument, action, quantity, and order details before submitting.

Opening the Trade Dialog

On the Dashboard page, click the Trade button. Tabs and fields appear only for security types and order workflows currently available to the selected account.

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.

If Option Orders Are Available

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

If Multi-Leg Orders Are Available

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

If Futures Orders Are Available

Review the products, contracts, expirations, and order controls currently shown for the selected account. Availability and eligibility are provider-dependent.

To trade futures:

1. Open the Trade Dialog
2. Click on the Futures Tab
3. Select an available category
4. Choose an available product 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