Order Entry Template

Select from preset trade details in the stock / ETF or option order ticket to gain time per trade. Your saved trade details display automatically when you launch a new order entry ticket.

To set trade details for stock / ETF and option orders:

  1. On the Order Entry menu, click Configure.
  2. Do the following:
  • In the Stock / ETF Presets section, select or enter your trade details (Buy / Sell, Quantity, Order Type, Duration, and Qualifiers).
  • In the Options Presets section, select or enter your trade details (Buy / Sell, Quantity, Order Type, Duration, and Qualifiers).

Click OK.

The Order Entry ticket displays the preset trade details in your Stock / ETF and Option tabs.