Turn on Auto Trade
1
Open Auto Trade
In Manage Co-Invest Agents, open Auto Trade.
2
Set your limits
Set a per-order limit, a total limit, and an end date up to 90 days away.
3
Turn it on
Choose Turn on Auto Trade. Trading routines can now place orders within those limits.
What the limits do
Only orders that open or add to a position count toward the limits. Closing a position, setting or changing a take-profit or stop-loss, cancelling an order, and selling a prediction position do not use them, so a routine can close a position larger than your per-order limit.
Routines place orders only inside these limits. When the total limit is reached or the end date passes, routines stop placing orders. Renew Auto Trade so they can place orders again.
Auto Trade status
Trading routines pause when Auto Trade is off or expired, or when an order would take them past the total limit. They can resume when you save limits that allow their orders. An order above the per-order limit is not placed, but the routine stays active for its later runs.
An example
You set $100 per order, $1,000 in total, and 30 days.- A routine can place an order of up to $100 notional. Two $60 orders sent together count as $120 and are not placed.
- A routine can still close a $500 position. Closing does not count toward either limit.
- After $1,000 of orders in total, routines stop placing orders until you raise the total or reset the used amount.
- After 30 days, Auto Trade expires and routines stop placing orders until you renew it.