The Terminal, panel by panel.
This guide walks through everything you see in the Terminal: how to open a trade, how to have the Desk syndicate it, the three trade settings, and what every panel, number and message means while the trade runs and after it closes.
How Trade Syndication works in one page: you trade, the Desk puts its own capital behind your trade, and you are paid 90% of what that capital makes.
CHAPTER 2Your accounts and your syndication balanceYour trading account, your syndication balance and your earnings: three separate pots of money, and how each one moves.
CHAPTER 3A tour of the TerminalA panel by panel tour of the Terminal: the header, chart, watchlist, order ticket, pre-open, positions, allocation and activity.
CHAPTER 4The three trade settingsThe three settings every syndicated trade runs on: risk tolerance, timeframe and profit appetite, and how to save your defaults.
CHAPTER 5Watchlist and instrumentsThe Watchlist: favorites, instrument details, trading hours, overnight charges and what the Desk offers on each instrument.
CHAPTER 6Chart and Backtest AllocationThe chart and Backtest Allocation: pick an entry and an exit on real past prices and see what the Desk would have done.
CHAPTER 7Pre-open: what the Desk would doThe Pre-open panel shows what syndicating the selected instrument would look like before you trade: size, stop and the levels ahead.
CHAPTER 8The earnings projectionThe earnings projection: if the market moves this much over this long, what could the Desk pay you on this trade.
CHAPTER 9Placing a trade: the Execute ticketPlacing a trade with the Execute ticket: order types, size in contracts, stop loss, take profit and the Syndicate option.
CHAPTER 10What happens after you press Buy or SellWhat happens after you press Buy or Sell: the Desk decides whether to join, charges the fee and opens its allocation.
CHAPTER 11The Allocation panelThe Allocation panel: the Desk's allocation behind your trade, its levels, its stop and your earnings, live and after the close.
CHAPTER 12The Activity panelThe Activity panel: a running log of everything the Desk did on your trades, newest first.
CHAPTER 13Managing open positionsManaging open positions: the Positions tabs, the Watch button, earnings levels, stop loss and take profit, and closing in part or in full.
CHAPTER 14Pending ordersPending orders: limit and stop orders that have not filled yet, and how to change or cancel them before they fill.
CHAPTER 15Closed trades, replay and sharingClosed trades, the trade replay, watching an open trade live, and sharing a trade.
CHAPTER 16Money: balance, fees, overnight charges and payoutsMoney: the Balance dialog, syndication fees, overnight charges, and how your earnings unlock and move to your Wallet.
CHAPTER 17The Terminal on your phoneThe Terminal on a phone: tabs along the bottom, the next trade card, positions, the chart and the order ticket.
CHAPTER 18The Desk pageThe Desk page, the home of your syndication account: live and demo, your trades and your trade settings.
CHAPTER 19Questions traders askAnswers to the questions traders ask most about syndication, fees, earnings and the Desk stop.
CHAPTER 20GlossaryEvery term used in the Terminal and in Trade Syndication, explained in one line.
The screens in this guide come from a demonstration account. Prices, sizes and amounts are sample data and do not always agree from one screen to the next. What matters is the layout and the meaning of each element.