Taking Action on Orders and Positions

StreetSmart Edge® puts order and position management at your fingertips throughout the platform.

In addition to everything you can do in the Order Status and Positions tabs of the Account Details tool, you can also view, change, cancel, edit, and add brackets to orders just about anywhere you see an order or position indicator.

There are two types of order and position indicators that give you quick access to your orders and positions:

O and P tiles

Found at the top of the Chart, Trading, and Symbol Hub tools. They indicate you have either an order or position in the security being viewed in the tool.

Click on the O or P tile to access a variety of actions on those orders or positions without having to switch to your Account Details tool:

The O tile shows all open order(s) for the symbol being viewed, as well as giving you access to Cancel, Change (if available), or Edit/Add Brackets to an order.
The P tile shows all your positions in the symbol being viewed, and allows you to Close positions or Add Brackets.

Chart Flags

When viewing a chart for a symbol in which you hold a position or have an open order, these will display on the chart (if enabled in the settings) as small flags

= Order to buy (shows S for sell, Sh for short)

= Multiple open orders

= Bracket order

= Position

Hover over the flag to view the details of the order or position, or click on the flag to access the actions available (same as above for the O and P tiles).

Bid/Ask Quotes

In the Watch List tool and Positions tab, clicking the bid or ask quote will load the symbol in the All in One Trade tool as a limit order pre-filled with the price you clicked.

If you click the bid quote, the order action will automatically choose Sell if you hold a position in the stock or Short if you do not. Clicking the ask quote will set up a Buy order on the stock.