# Mobile Trading ## Mobile Trading Capabilities **What you can do:** Mobile trading provides comprehensive position management including opening, closing, and modifying stops and targets. You can perform bot operations such as pausing, resuming, stopping, and viewing performance. The platform offers market analysis with charts, alerts, order books, and market data, plus complete account monitoring including portfolio, P\&L, balance, and risk metrics. **Limitations:** Mobile trading cannot create custom strategies, run backtests, or configure complex bots, and has limited chart analysis tools. Use the web app for setup and mobile for execution. ## Opening Positions ### Quick Position Entry **Market Order:** Navigate to Markets tab, select your trading pair, and tap "Trade". Choose "Market Buy" or "Market Sell", enter your size using quick buttons (25%, 50%, 75%) or custom amount, set stop loss and take profit levels, then confirm your order. **Limit Order:** Select your trading pair, tap "Trade", then choose "Limit Order". Enter your limit price and position size, optionally set stop loss and take profit targets, then confirm your order. ### Position Sizing Features **Position Sizing Features:** Quick buttons provide 25%, 50%, 75%, or custom amount options. Leverage can be adjusted from 1x to 5x using a slider. The built-in risk calculator shows dollar risk, portfolio percentage, liquidation price, and fees. The system validates all entries to prevent over-risking, warns if positions are too large, and checks available balance. ## Closing Positions ### Three Methods | Method | Process | Speed | | ----------------------- | -------------------------------------------------------- | ----------- | | **Swipe to Close** | Swipe right on position → Tap "Close" | Fastest | | **Position Details** | Tap position → "Close Position" button → Market or limit | Standard | | **Notification Action** | Swipe notification → "Close Position" | From alerts | ### Partial Close **Close portion of position:** Access position details, tap "Close Position", select "Partial Close", then choose 25%, 50%, 75%, or custom amount and confirm. This feature is useful for taking partial profits, reducing risk, or scaling out gradually. ## Modifying Stops & Targets ### Quick Edit Methods **Swipe edit:** Swipe left on any position to reveal the "Edit" icon, enter your new stop or target price or percentage, then update your settings. **Trailing stop:** Edit your stop loss, select "Trailing Stop", choose your trail distance percentage, then activate to have the stop follow price movements upward. Quick target buttons provide +2%, +5%, +10%, custom, or specific price options. ## Managing Multiple Positions ### Portfolio View **Features:** The portfolio view allows you to scroll through all positions with color-coded P\&L indicators. You can sort positions by P\&L, size, time, or trading pair for easy management. **Bulk actions:** Use bulk actions to close all profitable positions, close all losing positions, set stops on all positions, or pause all bots simultaneously. **Risk overview:** ``` - Total positions: 5 - Total exposure: $25,000 - Available balance: $5,000 - Overall P&L: +$1,250 (+5%) ``` ## Bot Management ### Monitoring Bots **Bot dashboard:** The bot dashboard displays all active bots with their current status, today's performance metrics, open positions per bot, and quick pause toggles. Tap any bot card to view detailed information including strategy configuration, positions, trade history, signals, metrics, and settings. ### Bot Lifecycle | Action | When to Use | | ---------- | --------------------------------------------------------------------------- | | **Pause** | Market conditions changed, strategy underperforming, approaching loss limit | | **Resume** | Conditions favorable again | | **Stop** | Strategy broken, needs reconfiguration, excessive losses | ## Trading Workflows ### Day Trading Workflow **Morning:** Start by checking notifications, reviewing open positions, assessing market conditions, and planning trades for the day. **During Day:** Monitor position alerts, adjust stops as needed, take profits at targets, and enter new trading setups as opportunities arise. **Evening:** Review the day's trades, adjust overnight positions, set tighter stops if needed, and prepare for the next trading day. ### Swing Trading Workflow **Daily check (5 min):** Quickly review portfolio P\&L, bot performance, open position status, and current market conditions. **Weekly review:** Close profitable positions, rebalance your portfolio, update bot configurations, and review overall strategy performance. ## Mobile Best Practices **For active traders:** Enable all trade notifications, use quick-close swipe gestures, keep stops updated, and monitor positions hourly for optimal performance. **For swing traders:** Use quiet mode notifications, check daily summaries, review positions daily, and let your strategies work without constant intervention. **General tips:** Always set stop losses, use partial closes for scaling out of positions, keep the app updated, maintain disciplined risk management practices, and enable Face ID for quick access. ## Mobile-Specific Features **Mobile-Specific Features:** The app provides haptic feedback with vibrations for trades, alerts, and errors. Quick actions are available through 3D Touch or long press for shortcuts. Widgets offer portfolio summary on your home screen, and offline mode allows viewing positions without an internet connection. *** **Trade anywhere with QuantsEdge mobile.** Full position management and bot control in your pocket. **Related:** [Mobile Overview](/quantsedge-docs/mobile-app-ios/mobile-overview.md) | [Mobile Notifications](/quantsedge-docs/mobile-app-ios/mobile-notifications.md) | [Dashboard Overview](/quantsedge-docs/trading-bots/dashboard-overview.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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