Read a trade card

A card is one trade in the sidebar. From top to bottom:

1. Account glyph, symbol, name and structure (“SPX Sep 23 put BWB”), and the P&L. An age such as “3m” beside the P&L means the trade was last valued that long ago. A draft shows “draft” instead of a P&L, and an × on hover to discard it.
2. The progress bar. A mark on it shows your target or stop when you set one.
3. DTE (the earliest held expiration, in New York dates), size (2×), Δ and time in the trade (12d, 4h).
4. One status line, kept free even when empty so cards do not move.

The status line

It shows the first that applies, in this order:

1. Loss limit reached.
2. Quotes stale (with its age).
3. Working order, or In TWS · not sent.
4. Expires today.
5. A scenario condition met (“Hedge with a 7580/7540 put spread met 10:42”, or “2 steps met”).
6. Profit target reached.
7. The payoff location: “11 pts to upper edge” or “11 pts to lower edge” (the distance to the profit-zone edge while inside it), “12 pts below break-even”, “12 pts above break-even”, or “12 pts to nearest profit zone”.

Hover a flag for what Tented compared. Target and stop flags need a plan and fresh quotes (Set a target and stop). Payoff-location lines describe the expiration payoff. They are facts about where price sits, not a recommendation.

Other card types

• A draft card shows DTE, size and age, then “N modeled legs · not placed” (or “no legs yet”).
• A closed card shows the close date, size and the result as a share of the trade’s maximum, such as “52% of max” or “−38% of max loss”.

Card actions

• Double-click a card or press F2 to rename.
• New (⌘N) opens the account picker for a new draft (Place an order).
• Right-click a draft for Discard draft, any other card for Delete trade… (Delete a trade).

If a card shows “—” or an age instead of a live P&L, see A trade card shows a dash or an age.