> ## Documentation Index
> Fetch the complete documentation index at: https://takeprofit.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Trading from the Chart

> Place and manage orders on the chart itself: which account it trades, the context menu, order boxes, and executed trades drawn on price.

Manage orders and positions visually, directly on the chart — no need to switch back to Order Entry for every adjustment.

You can:

* Drag price levels to adjust your entry.
* Set **Take Profit** and **Stop Loss** levels.
* Hold **Shift** while dragging to move the entire **TP/SL group** together, keeping the distance between levels intact.
* Edit the **quantity** and the **Risk/Reward ratio** without opening Order Entry.
* Switch a new order between **Limit** and **Market** price.
* See your executed trades plotted on the chart.

These actions stay in sync with Order Entry and your connected exchange.

## Which account the chart trades

The chart trades one account at a time, and it shows which one: the trading account sits next to the instrument in the chart's **trading controls** — the Buy and Sell buttons in the top-left corner of the chart — so you know where an order will go before the form opens.

A new order appears on the chart as a box with an **order pill** attached to it: the small panel where you set the quantity and the order type, add TP/SL, open your order templates, and click **Place Order**.

* **The chart shows only the selected account.** Orders and positions of your other accounts on the same instrument are not drawn, so every box on the chart belongs to the account you are looking at.
* **A new chart remembers your last choice.** It opens with the account and the symbol you traded last.
* **Switch the account in that control**, not in the order pill.
* **No exchange connected yet?** On an instrument you could trade, a **Connect Exchange** button takes the place of the account.

When the chart shares a [channel](https://takeprofit.com/docs/guide/trading/order-form.md#linking-the-form-to-a-channel) with Order Entry, the two pick the same account for the instrument.

## Chart context menu

Right-click anywhere on the chart to open the context menu with quick trading actions at the exact price under your cursor:

* **Place an order at the clicked price** — the menu offers the order types that make sense for where you clicked relative to the current price (above or below it): a **Limit** order, a **Stop** order (Conditional Market), or a **Stop Limit** order (Conditional Limit).
* **Copy price** — copies the exact price at the click point to your clipboard.

Choosing an order action opens it as a **preview in Order Entry**, pre-filled with the clicked price. Nothing is sent until you review and confirm it, and the preview stays in sync with any levels you then drag on the chart.

> [!NOTE]
>
> If the instrument can't be traded through any connectable exchange, the form opens with a message and a shortcut to pick a tradable asset instead — see [The asset can't be traded](https://takeprofit.com/docs/guide/trading/order-form.md#the-asset-cant-be-traded).

## Order boxes

Every order and position you have on the instrument with the selected account is drawn on the chart as an **order box** at its price level.

* **Orders still waiting to be filled** show their price on the scale in a dashed outline, so a resting order is easy to tell from a filled one. **Pending** means the order has been sent and is waiting for the exchange to accept it; **Accepted** means the exchange has it and it is waiting to fill.
* **Hover** a box to highlight it together with everything attached to it. The links are drawn in the colour of the main order: an entry and its TP/SL, or a conditional order and its trigger.
* **TP/SL buttons** appear while you hover the main order or the position itself.
* **Conditional orders** show only their trigger, which sits exactly at the limit price and is labelled **Trigger** or **Conditional Limit Trigger**. Hover it to see the order behind it; click it to edit that order, which is also what reveals the **×** button.
* **After a trigger fires** and its limit order is placed, the chart shows that order together with the triggers of its limit TP/SL.

### Editing an order

Click a box to start editing it. The other boxes on the chart dim and stop responding to the cursor — the chart keeps one order in focus at a time, so click outside to leave the current one before editing another.

While a box is in focus you can:

* Drag it to another price.
* Drag the whole **TP/SL group** with **Shift** held down.
* Change the **quantity** or the **Risk/Reward ratio** in place — hovering either one shows a **Modify** hint.
* Switch a new order between **Limit** and **Market** price. Existing orders can't be switched — the exchange doesn't allow it.

### Confirming your changes

The chart can apply edits immediately or ask you to confirm them — a toggle in the chart's trading settings decides which. With confirmation on, an edited box shows **Discard** and **Confirm** buttons, and the change reaches the exchange only after you confirm it. **Esc** and **Enter** do the same from the keyboard.

Editing the quantity or the Risk/Reward ratio always asks for confirmation, whichever way the toggle is set — typed values are easy to fumble, so they don't go straight to the exchange.

Placing a brand-new order from the chart ends with a **Place Order** button rather than a second Buy/Sell click, so it's clear that the click submits the order rather than starting another one.

## Executed trades on the chart

Your filled trades are drawn on the chart as **Buy** and **Sell** markers at the price and time each one was executed, converted to the chart's timezone. It is the same data as the **Trade History** tab of the [Account widget](https://takeprofit.com/docs/guide/trading/account-tracking.md) — the chart just shows it where it happened.

Trades are not merged into one marker per candle: three fills at three different prices inside a daily candle stay three markers. Hover one to see its side, execution time, price, quantity, and value.

A setting in the chart's trading settings shows or hides the markers, so you can keep the chart clean when you are analyzing rather than reviewing.

A trade placed by a [bot](https://takeprofit.com/docs/guide/trading/algo-trading.md) carries a bot mark on its label. The mark is a button: it opens the report for the bot that placed the trade. Deleting an order a bot placed warns you first, since the strategy is still expecting it.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.