The Home Tab in the Tradier Mobile App provides an at-a-glance view of your account balances, positions, orders, and recent activity. This guide explains the available features so you can navigate them confidently.
Top Navigation
Top Left: Switch between accounts if you have more than one with Tradier.
Main Menu: Displays your account balance along with a breakdown of Options, Stocks, and Day Trading Buying Power (if applicable).
Account Balance Details
Tap the arrow next to your main balance to expand more information about your selected account, including:
Account number
Cash balance
Long stock value
Long option value
Short option value
Option buying power
Stock trade buying power
Day trade buying power
Tap the arrow again to collapse the information.
Positions, Orders, and Activity
You can toggle between these three views:
Positions
Displays symbol, quantity, cost, and change.
Swipe a position card to the left to send it to the Trade Ticket.
To take action on multiple positions with the same symbol, select the checkboxes on the right side of each card. You can then choose Delete or Send to Ticket from the options at the bottom of the screen.
Orders
Shows symbol, side, expiration, limit, status, and change.
Use filters for symbol, status, or type to refine your view.
Tap a card to view its status date.
Swipe left for additional options based on the order’s status:
Canceled Orders: “Trade” option to start a new ticket.
Filled Orders: “Trade” or “Reverse the Order.”
A yellow down arrow next to a symbol indicates a spread. Tap the arrow to view the spread’s individual legs.
Activity
Displays a chronological view of activity in the selected account.
Use the symbol lookup to find all activity for a specific security, or use the type filter to view different activity categories.
Tradier Brokerage, Inc. – Member FINRA/SIPC
This information is for educational purposes only and should not be considered investment advice. Trading involves risk, including the possible loss of principal.