Leveraging SmartPricing Settings for Intelligent Position Management
Explore the many ways you can leverage different SmartPricing settings to enter and exit positions more intelligently and customize orders.
Instantly Close All Open Positions Inside a Bot
Have you wished you could close all your positions with one button? Now you can! Learn how to use an event automation to instantly exit open positions.
Use Grouped Decisions for Monitoring Multiple Position Legs
If you trade multi-leg option positions, grouping decisions is an efficient way to monitor different option properties.
Quickly and Easily Test Bot Automations
You can easily test your automations in the automation editor to quickly see decision action outcomes in live market conditions.
Use Time Stops with Bot Monitors
If you manage trades based on the position's duration, you can use a time stop decision recipe inside a monitor automation to close positions exactly when you want to.
Automate Actions in Your Portfolio by Ticker Symbol
You can specify different actions inside an automation based on the position's ticker symbol in the bot.
Use Bots to Manage Assignment Risk
You no longer need to stress about challenged positions as expiration approaches. Learn how you can use decision recipes inside a monitor automation to manage potential assignment risk.
Combine Multiple Decisions for Position Exit Triggers
Do you use multiple criteria to trigger close position actions to exit a trade? Now you can combine decision recipes into a single group to dynamically and intelligently manage positions in a monitor automation.
Stack Open and Close Position Actions Inside Monitor Automations
Want to automatically open a new position when another position closes? Learn how to stack open and close position actions inside a monitor automation.
Dynamically Adjust Profit Targets The Week of Expiration
Let your automations dynamically adjust profit targets the week of expiration. Monitor automations can automatically manage positions as expiration approaches, so you don't have to.
Check How Long a Position Has Been Opened
Want to exit or adjust a position after a certain period of time? Use this decision recipe to evaluate how long a position has been open and execute certain actions based on the duration.
Create Custom Profit Target Inputs
Not all profit targets are created equal. Use custom inputs inside a monitor automation to easily modify profit targets for different tickers and strategy types.
Create Bot Inputs for Ultimate Flexibility
If you have a portfolio of bots running multiple automations using the same inputs, consider using bot inputs to save you time and increase flexibility.
Setup Multiple Scheduled Events
Never miss another opportunity. With event automations, you can schedule events to run inside a bot based on multiple triggers, such as a specific date in the future, or on a recurring schedule.
Check for a Profit Every Day Before the Close
Want to check your positions for a profit everyday before the close? Learn how to schedule an event automation to perform a simple management task.
Run Any Automation Instantly
Want to run an automation instantly inside your bot? You don't have to wait! You can run any automation from your library with the click of a button.
Get Notified of Early Assignment Risk
Worried about being assigned on your option position? Bots can automatically notify you of early assignment risk if your option is in-the-money.
Monitor Position Delta Automatically Using Bots
Use this simple decision recipe inside a monitor automation to check an option's delta value and manage the position accordingly.
Setup Automated Profit Targets and Stop Losses
Are you tired of closing every trade with manual orders? Learn how to automate your trade exits with profit targets and stop losses.
Use Criteria Groups and Sub-groups for Targeted Decisions
Criteria groups and sub-groups enable you to create layered and/or decision recipes to check multiple data points before preceding through an automation.