How to Create a Trade Plan and Convert It Into an Actual Trade
Open Trade Plans and create a plan with the contract, entry and exit targets, capital and thesis. When the setup triggers, click Convert on the plan, fill in the trade entry, and save — the plan becomes an open trade and is automatically removed from your plan list.
Create a plan
- Open Trade Plans and click New plan.
- Fill in the details: ticker, strategy, contract (strike and expiration), planned capital, entry and exit levels, and your thesis.
- Save the plan. It appears in your plan list and card view; you can edit or delete it at any time.
Convert a plan into an open trade
- When price reaches your planned entry, click Convert on the plan.
- The full Trade Entry interface opens with your plan details prefilled.
- Record your actual entry price and quantity, then save.
- The plan is automatically deleted from your plan list — it now lives as an open trade you can manage and review.
Convert a My Stocks item into a trade plan
A stock you follow can also become a plan: click Convert on the My Stocks item, the full Trade Plan interface opens with the stock details prefilled, and on save the stock item is removed from My Stocks and now exists as a Trade Plan.