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The trade page and its drawer

Click a card and the trade opens on the right. Its header shows the account, symbol and trade name, a size and DTE badge (“2× · 7 DTE”), up to two flags, the P&L headline with the session P&L beside it, and the actions: Close at with the mark price on an open trade, or Commit (with the size and structure) and Discard on a draft.

The Sep 23 put BWB trade header with account, name, size and DTE, P&L and the Close at buttonThe Sep 23 put BWB trade header with account, name, size and DTE, P&L and the Close at button

The trade page header of an open trade.

  1. 1 Trade name
  2. 2 Size and DTE
  3. 3 P&L headline
  4. 4 Close at the mark

Below the header sit the risk graph and the trade builder. The button above the graph, or ⌘J, switches to graph only.

The drawer

Section titled “The drawer”

To the right of the page are four tabs:

  • Chain: the option chain for this trade; a click on a bid or ask adds a leg to a scenario (Option chain).
  • Chart: the underlying’s price chart.
  • Record: the trade’s journal side: its plan (Plans and alerts), Desk conversations about this trade, a timeline of fills, adjustments and your notes, and a note box (⌘Enter saves).
  • Desk: the assistant, with this trade as context (What is Desk?). A dot on the tab means Desk is answering or has an answer you have not seen.
The trade drawer's tab row with Chain, Chart, Record and DeskThe trade drawer's tab row with Chain, Chart, Record and Desk

The drawer tabs, with the collapse button at the right.

  1. 1 Chain
  2. 2 Chart
  3. 3 Record
  4. 4 Desk

Drag the drawer’s left edge to resize it; the collapse button folds it into an icon rail.