# Making Trades Guide How to execute trades on the platform — manual and automated. --- ## Overview There are multiple ways to trade on Agencio Predict: 1. **Manual Trading** — Place individual orders yourself 2. **AI Strategy Trading** — Automated execution from strategies 3. **Stock Hunter Quick Trade** — Trade from AI recommendations 4. **Paper Trading** — Practice with simulated execution --- ## Execution Modes Before trading, understand your current mode: | Mode | Money | Risk | Requirements | |------|-------|------|--------------| | **Mock** | Virtual $100k | None | Default for all | | **Paper** | Simulated | None | MFA + Broker | | **Live** | Real | Real | MFA + Broker + Approval | ### Checking Your Mode 1. Go to **Settings > Trading** 2. See your current execution mode 3. Mode also shown in trading interface ### Changing Modes - Mock → Paper: Connect broker, enable MFA - Paper → Live: Meet graduation requirements --- ## Manual Trading ### Placing a Market Order 1. **Find the symbol** - Use search bar or go to **Trading > [Symbol]** - Or click any symbol anywhere in the platform 2. **Open the order panel** - Click **Trade** button - Or use keyboard shortcut 3. **Configure your order** - **Side**: Buy or Sell - **Quantity**: Number of shares/units - **Order Type**: Market (execute immediately) 4. **Review** - Check estimated cost/proceeds - Verify the symbol and quantity 5. **Submit** - Click **Place Order** - Confirm in the popup ### Placing a Limit Order 1. Same steps as market order 2. Select **Limit** as order type 3. Enter your **limit price** - Buy limit: Maximum price you'll pay - Sell limit: Minimum price you'll accept 4. Set **duration**: - Day: Expires end of trading day - GTC: Good 'til cancelled 5. Submit order ### Placing a Stop Order 1. Select **Stop** or **Stop Limit** order type 2. Enter **stop price** (trigger price) 3. For stop limit, also enter limit price 4. Submit ### Order Types Explained | Type | Execution | Best For | |------|-----------|----------| | **Market** | Immediate at current price | Quick entry/exit | | **Limit** | Only at your price or better | Price control | | **Stop** | Market order when stop price hit | Loss protection | | **Stop Limit** | Limit order when stop price hit | Controlled exit | --- ## Viewing Open Orders ### Orders Panel 1. Go to **Trading > Orders** 2. See all open orders 3. Status shown for each: - **Pending** — Waiting to fill - **Partial** — Partially filled - **Filled** — Complete - **Cancelled** — Cancelled ### Modifying Orders 1. Click on an open order 2. Click **Modify** 3. Change quantity or price 4. Submit modification ### Cancelling Orders 1. Click on the order 2. Click **Cancel** 3. Confirm cancellation --- ## Viewing Positions ### Positions Panel 1. Go to **Trading > Positions** 2. See all current holdings ### Position Information | Field | Description | |-------|-------------| | Symbol | What you own | | Quantity | How many shares | | Avg Cost | Your average entry price | | Current Price | Live market price | | Market Value | Current worth | | P&L | Profit/loss ($ and %) | | Day P&L | Today's change | ### Closing a Position 1. Click on the position 2. Click **Close** 3. Choose: - Close entire position - Close partial (enter quantity) 4. Select order type 5. Submit --- ## Quick Trade from Stock Hunter ### From a Recommendation 1. Go to **Markets > Stock Hunter** 2. Find a recommendation you like 3. Click **Quick Trade** 4. Pre-filled order appears: - Entry price from recommendation - Stop loss suggested - Take profit suggested 5. Adjust as needed 6. Submit ### Paper Trade from Recommendation 1. Click **Paper Trade** instead 2. Enter position size 3. Track in **Stock Hunter > Paper Trades** --- ## AI Strategy Trading ### How It Works 1. Create strategy via [Trading Wizard](./15-trading-wizard.md) 2. Strategy runs automatically 3. Trades execute based on your rules 4. You monitor, strategy executes ### Monitoring Strategy Trades 1. Go to **Trading > Strategies** 2. Select your running strategy 3. View: - Open positions - Recent trades - Performance metrics - AI commentary ### Intervening in a Strategy You can always override: - **Pause**: Stop new trades, keep positions - **Stop**: Stop trading and optionally close positions - **Manual close**: Close any position manually --- ## Paper Trading ### What's Simulated - Real market prices - Realistic fill prices (with slippage) - Order execution timing - Position tracking - P&L calculation ### What's Not Real - No actual orders sent to broker - No real money at risk - No impact on your broker account ### Starting Paper Trading 1. Ensure broker is connected 2. MFA must be enabled 3. Toggle to Paper mode 4. Trade normally — orders are simulated ### Viewing Paper Results - Positions and orders look like real ones - Labeled as "Paper" in the interface - Track separate paper portfolio value --- ## Position Sizing ### How Much to Trade Consider: - **Total portfolio value** - **Maximum per position** (suggested: 5-10%) - **Risk per trade** (suggested: 1-2%) - **Correlation** with existing positions ### Quick Sizing Calculator 1. In order panel, click **Size Calculator** 2. Enter: - Risk amount ($ or %) - Stop loss distance 3. Calculator suggests quantity ### Example ``` Portfolio: $100,000 Risk per trade: 1% = $1,000 Stop loss: 5% below entry Position size: $1,000 / 5% = $20,000 (20% of portfolio) ``` --- ## Order Confirmation ### Review Before Submitting Every order shows: - Symbol and direction - Quantity and price - Estimated cost/proceeds - Fees (if applicable) - Current mode (Paper/Live) ### Confirmation Popup For live orders: - Extra confirmation required - Shows real money warning - Must click confirm ### Bypassing Confirmation In Settings, you can: - Skip confirmation for small orders - Set confirmation threshold - Never recommended for beginners --- ## Trade History ### Viewing Past Trades 1. Go to **Trading > History** 2. See all executed trades 3. Filter by: - Date range - Symbol - Side (buy/sell) - Strategy (manual vs automated) ### Trade Details Click any trade to see: - Exact execution price - Time of execution - Fees charged - Strategy that triggered it (if automated) ### Exporting History 1. Click **Export** 2. Choose format (CSV) 3. Select date range 4. Download file --- ## Risk Management ### Stop Losses Always consider a stop loss: 1. In order panel, enable **Stop Loss** 2. Enter stop price or percentage 3. Creates automatic exit order ### Take Profit Lock in gains: 1. Enable **Take Profit** 2. Enter target price 3. Position closes at target ### Bracket Orders Combine entry + stop + target: 1. Select **Bracket Order** 2. Enter: - Entry price - Stop loss price - Take profit price 3. All three orders created together ### Portfolio Limits Platform enforces: - Maximum position size - Daily loss limits - Buying power limits --- ## Troubleshooting ### Order Rejected | Reason | Solution | |--------|----------| | Insufficient funds | Reduce quantity or close other positions | | Market closed | Wait for market hours | | Invalid price | Check limit price is reasonable | | Symbol restricted | Some assets not tradeable | ### Order Not Filling - Limit orders only fill at your price - Check if price has moved away - Consider market order for immediate execution - Check market liquidity ### Position Shows Wrong P&L - P&L updates with market price - After-hours prices may differ - Refresh the page - Check for corporate actions ### Can't Close Position - Check for pending orders on same position - Cancel pending orders first - Verify market is open - Contact support if persistent --- ## Tips for Success ### Do - Start with paper trading - Use stop losses consistently - Size positions appropriately - Review trades regularly - Understand what you're trading ### Don't - Trade more than you can afford to lose - Ignore stop losses - Chase losses with bigger positions - Trade without understanding the asset - Skip paper trading phase --- ## Keyboard Shortcuts | Shortcut | Action | |----------|--------| | `B` | Buy order | | `S` | Sell order | | `Esc` | Close panel | | `Enter` | Submit order (when focused) | --- ## Next Steps 1. **[Set up your broker](./04-broker-setup.md)** — Enable real execution 2. **[Try the Trading Wizard](./15-trading-wizard.md)** — Create automated strategies 3. **Practice in paper mode** — Build confidence first --- *Trading involves risk of loss. Only trade with money you can afford to lose.*