User Manual
Manual/Trading

The order ticket & chart trading

Market, limit, stop and stop-limit orders priced by clicking the chart; your position on the bars with draggable stop and target; chart one contract and trade its sibling.

The ticket docks beside the chart. Which book an order goes to is decided by the account picked on it: a simulated account fills in the local simulator; a live broker account routes through your firm. The panel shows Open Qty, Open P&L and Daily P&L, then the buy/sell ticket and the bracket section.

Before your first live order

A short list, in the order it pays to do it:

  1. Confirm with your firm that trading through a third-party platform is allowed on the account you mean to use.
  2. Trade the simulator first. It runs the same ticket, the same chart trading and the same rules on live prices.
  3. Set the Risk Manager — a daily loss limit at minimum. Once applied it cannot be raised until the next trade window. See The Risk Manager.
  4. Check the account on the ticket. Every simulated account carries Sim in its name; if the ticket does not say Sim, the order is real.
  5. Know which contract you are trading. The instrument at the top of the ticket is the one that gets traded, and it need not be the one on the chart — read the ticket, not the chart title.
Warning

A live account puts a red edge on the strip and asks for one confirmation per window before the first order leaves. After that, orders route on the click.

Placing an order

The ticket. 1 open quantity, open and daily P&L · 2 quantity · 3 the account (Sim means simulated) · 4 BUY column · 5 SELL column, each by order type · 6 Cancel orders · 7 Close & Cancel All · 8 OCO Strategy (the Advanced plan) · 9 Mode · 10 stop-loss · 11 take-profit.
The ticket. 1 open quantity, open and daily P&L · 2 quantity · 3 the account (Sim means simulated) · 4 BUY column · 5 SELL column, each by order type · 6 Cancel orders · 7 Close & Cancel All · 8 OCO Strategy (the Advanced plan) · 9 Mode · 10 stop-loss · 11 take-profit.
  1. Set the quantity in contracts.
  2. Pick the type: MKT, LMT, STOP or STP LMT.
  3. For a market order press BUY or SELL and it routes.
  4. For a resting order, press BUY or SELL and then click the chart at the price: the level follows your cursor and the click places it. Esc or a right-click cancels the placement.

Buy and sell carry the same colours as the candles, so the ticket and the chart speak one language.

Brackets — stops, targets and OCO

The SL/TP section attaches a stop-loss and a take-profit to the entry, in ticks or in dollars, linked OCO so one filling cancels the other. Choose SL only or TP only when you want one side. A resting entry can carry a pre-set bracket — drag its dotted SL on fill lines before the entry ever fills and the bracket spawns with the position.

Once in a trade: Breakeven moves the stop to the entry; Add stop-loss here and Add take-profit here on the chart’s right-click menu attach one at the clicked price; Move stop to breakeven is there too.

Your position on the chart

Short 2 MNQ on an NQ chart, filled at the close of a bar earlier in the afternoon: the position row at the entry with its quantity and live P&L, the SL line just above the afternoon’s high, the TP line below where price is now, × on each to cancel or flatten. The ticket beside it reads the same −2 and the same P&L.
Short 2 MNQ on an NQ chart, filled at the close of a bar earlier in the afternoon: the position row at the entry with its quantity and live P&L, the SL line just above the afternoon’s high, the TP line below where price is now, × on each to cancel or flatten. The ticket beside it reads the same −2 and the same P&L. Real NQ tape, recorded through Rithmic in September 2026 — shown to illustrate the software, not a forecast or a trading recommendation. Chartveil does not provide or resell market data.

Your position lives on the chart: a row with live P&L, draggable stop and target lines, and a × that flattens. Drag a line to move the order; the ticket updates; right-click an order for Cancel this order. FLAT on the ticket closes the position; Close & Cancel All flattens and pulls every working order; CANCEL ORDERS pulls the orders and leaves the position.

Chart one contract, trade the other

Chart NQ and trade MNQ from the same window. A mini and its micro are the same underlying at the same price with the same tick size, so every level, study and fill lines up; what changes is money per tick. The position, stop and target draw on the chart you are watching, and the P&L is computed at the traded contract’s point value, not the charted one’s. It is the better way round: the mini carries the real volume so the footprint, delta and heatmap read properly, while the account trades size it can afford.

Modes

  • Ticks / Money — how the bracket distances are entered.
  • Risk — sizing by what the trade may lose; see Exits, sizing & sounds.
  • Advanced — wraps every entry in the saved exit strategy: several targets, breakeven and a trail. See Exits, sizing & sounds.

How orders are filled

  • Broker account — orders route to your firm through your credentials. Positions and P&L read back from the firm, so the platform shows the same numbers your account does. The broker’s reported position is the truth: a stop-out or a close made elsewhere is seen on the next tick, not fought.
  • Simulated account — real prices, simulated fills.

The journal captures every fill on both, netted into round trips.

The ledger

Open P&L and Daily P&L are computed at the traded contract’s point value; zero reads grey rather than green or red. A Risk Manager lockout greys the entry buttons and refuses new entries; FLAT keeps working.

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