Managing Trades in Tradier Pro
Using the Portfolio Page to View, Organize, and Close Positions
Once a trade is filled, where does it go?
In Tradier Pro, every open position lands in your Portfolio Page—your inventory of live trades.
The portfolio isn’t just a list; it’s an interactive workspace where you can view, group, and close trades with just a few clicks.
Portfolio Views
There are three different views inside the Portfolio Page. Switch between them to match your workflow:
View | What It Looks Like | When to Use |
|---|---|---|
✅ Flat View | Think Excel spreadsheet: simple columns, every position in one continuous list. | Perfect for quick scans or when you want raw data. |
🌳 Tree View | Positions are grouped by symbol, and you can drill down into each stock to see its options and trades. | Ideal for staying organized by underlying. |
✨ Custom View | Create custom groups by selecting positions and assigning them to a named group. | A lifesaver for spread traders running multiple spreads in the same month. |
Customizing Columns
Every column (Greeks, P&L, cost, days to expiration, etc.) is configurable via the ⚙️ Settings menu.
Recommendation: Set your P&L calculation to midpoint to avoid misleading last‑trade prices.
Reading Your Positions
P&L Columns: Show value and cost (we do the math for you).
Green = positive, Red = negative.
Quantity: Shows the number of contracts in that position or spread.
Days to Expiration: Track how long until options expire.
Closing Trades
Close an Entire Spread:
Find the position in your portfolio.
Click the ticket icon to the left of the expiration month.
All legs are instantly loaded into a closing ticket—labeled buy to close or sell to close automatically.
Adjust prices or quantities if desired, then hit Send.
Close Part of a Spread:
Click directly on the quantity of the leg(s) you want to close (for example, only the call side).
Those legs will populate the ticket in closing form.
Close a Custom Quantity:
In the multiplier box, type a smaller number than your full position.
Example: You hold 50 spreads but only want to close 10—type 10.
Lightning Bolt Shortcuts
Beside each position you’ll see a ⚡ Lightning Bolt menu.
Use it to:
Roll a position to a new strike or date.
Trade instantly at bid/mid/ask without sending to a ticket.
Send a leg to other modules like Towers, Option Grid, or Watchlists for deeper analysis.
Why It’s Powerful
The Portfolio Page isn’t just for monitoring—it’s your command center for:
Organizing complex strategies.
Closing or adjusting trades with precision.
Rolling or grouping spreads for maximum clarity.
🎥 Make sure to watch the video at the top of this page for a more visual view of these features!