Market Insights

Trading is dynamic. You need tools built to keep you in control. HUB lets you adjust positions, manage orders, and react to market shifts from a single, streamlined view.

Add to winning positions

Let’s say are long a stock and want to take advantage of momentum by adding to your position. From the Positions view, click Buy next to the position and the trade ticket automatically fills with the symbol, account, and current market price. Adjust the quantity and submit to scale in without rebuilding the order from scratch.

When the market moves and your limit order is not filling:

• Go to the Orders tab.

• Filter by Open to see working orders.

• Click Replace and adjust the price or size to reflect current conditions.

Lock in gains and manage exits

Now, the order updates, eventually fills, and later you decide to lock in gains. From the Positions view, clicking Close sends the position to the trade ticket so you can quickly exit on your terms.

For additional trading actions, right‑click a position to access:

• Close at Market

• Reverse position

• Set Take Profit

• Set Stop Loss

These shortcuts help you define exits and risk quickly, without manually rebuilding each order.

Roll and close options spreads

In options, you may want to roll a spread forward to collect more premium while managing risk. From the Positions view:

• Click one leg of the spread.

• Hold Control (or Command on Mac) and select the other leg.

• Click Roll on the action menu to roll the position.

The trade ticket populates with new expirations so you can fine‑tune price, size, and timing before you submit.

Later, if the market shifts and you decide to close the spread instead:

• Use the All Symbols dropdown to find your symbol.

• Multi‑select the spread legs.

• Click Close to exit at the market price and avoid holding risk into expiration.

Adjust exposure fast in volatile markets

In volatile conditions, you may want to reduce exposure quickly without managing each position individually. After a sharp reversal, for example, you might want to lock in gains and cut underperformers across the portfolio. From the Positions view:

• Open the Close Positions dropdown.

• Choose a percentage of your holdings to exit.

• Review the trade ticket populated with selected positions.

• Confirm once to send all orders.

Define and refine futures exits

It’s Friday morning in your futures account, your S&P E‑mini position is profitable after a volatile overnight session. You have been managing the trade manually, but with the market swinging unpredictably, you decide to set clear exit parameters:

• From Positions, right‑click the futures position.

• Add a Stop Loss and Take Profit to bracket the trade.

This gives the position room to move while protecting against sudden reversals.

Later, your exit order is still working and the market has not moved much:

• Go to the Orders tab.

• Filter by Open to find the working order.

• Convert it to a market order for immediate execution.

• Optionally, create opposite or duplicate orders to re‑enter with adjusted terms.

Stay organized across symbols

While reviewing open orders, you notice a trade that has not hit your target. Use Control + right‑click to access and adjust it quickly without rebuilding. The search bar helps you:

• Locate symbols fast.

• Filter by asset class.

• View aggregated account value at the top of the page to monitor overall exposure.

TradeStation HUB gives you direct control over your trades, whether you are scaling in, rolling spreads, or managing futures. When you are ready for more advanced tools, TITAN X is just a click away.