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Order Entry lets you configure and submit trades directly to the exchange.
The widget is called Order Entry. It was named Order Form until 2.67.5, and its documentation URL keeps the old name.

Open the Order Panel

The Create Order panel opened on a Bybit chart, with the order preview, Take Profit and Stop Loss drawn on the chart Click the Buy or Sell button in the top-left corner of the chart to open the Create Order panel. You can also keep the form in your workspace permanently — see Order Entry as a Widget.
If no exchange account is connected yet, you’ll be prompted to link one first. See Brokers and exchanges for the venues you can connect.

Order Entry as a Widget

Order Entry doesn’t have to be a pop-up. Add Order Entry from the Widget Hub and it stays in your workspace like any other widget — move it, resize it, remove it. It is saved with the workspace, so it comes back where you left it after a reload or a switch between workspaces. Full-screen mode isn’t available for this widget. A widget doesn’t close after you submit an order: it switches to stand-by mode and keeps your settings ready for the next trade. Order Entry also ships in the ready-made layouts — Essentials opens it next to the chart, watchlist, and account. See workspace templates.

Linking the Form to a Channel

Order Entry takes part in widget linking — the same numbered channels 1–4 that charts and watchlists use.
  • Symbol follows the channel. In a linked form the symbol is read-only: to trade something else, switch the instrument in any widget of that channel, or unlink the form and choose the instrument in it directly.
  • The trading account follows the symbol. When an instrument is picked anywhere in the channel, the form takes the account you last used on that instrument’s exchange, or the first account you have there if you haven’t traded on it yet. An instrument picked in the Account widget brings the account selected in that widget.
  • The form always follows its channel, even when the channel’s Symbol sync is off and the other widgets keep their own instruments. That is why the channel lists Trading account and Trading symbol as syncs that are always on: they cannot be switched off and only matter once an Order Entry joins the channel.
  • Pick “–” (Unlinked) to keep the form independent from the rest of the workspace.
The pop-up form and the widget behave the same way. A form opened from a chart, from Market Depth or from the Account widget inherits that widget’s channel at the moment it opens; moving the widget to another channel afterwards doesn’t drag the form along. If the instrument’s exchange is one you can trade on but no account of yours is connected to it, the form still opens as a preview, with Connect Exchange in place of the order button.

One Order Draft per Channel

Each channel keeps a single shared order draft inside a workspace, which is what makes the pop-up and the widget behave as one form:
  • Start an order from the chart while a linked Order Entry widget is open on the same channel, and the order lands in that widget instead of opening a second form. The last side, price, and entry type carry over.
  • The draft and its levels are drawn on a chart only when workspace, channel, and instrument all match. Switch the chart to another instrument and the drawing hides; switch back and it returns with the draft intact.
Editing an existing order or position always opens its own unlinked pop-up form, so it never overwrites the draft in a linked Order Entry widget.

Supported Order Types

The type is a row of tabs at the top of the form: Limit, Market and Conditional. Switching tabs keeps what still applies — the side, the size and your risk settings — and swaps only the fields the type needs.
  • Limit — executes at your price or better.
  • Market — executes immediately at the best price available.
  • Conditional — waits for a trigger, then sends a market or a limit order. See Trigger Price.
When you open Order Entry directly rather than from the chart, Market is preselected. If your saved settings specify a different type, that one is used instead.

Basic Parameters

  • Side: Buy / Sell
  • Price: Manual input or chart-based adjustment
  • Quantity: Position size
  • Order Value / Cost: Auto-calculated
  • Buying Power: Funds available for this order
  • Time in Force: Good Till Cancelled (GTC)

Buying power and leverage

Buying power shows what you can afford on the selected account. On spot instruments it is always displayed, and with Margin on it includes what you can borrow. On derivatives the exchange only reports it for certain margin modes — on Bybit these are Isolated and Cross — so in Portfolio margin mode the field is not shown. You pick the margin mode on the exchange, not here, and it changes what the form can show you:
  • Isolated — each position is backed only by the margin you assign to it. A liquidation costs you that margin and nothing else.
  • Cross — the account’s whole available balance backs your positions. Liquidation risk per position drops, but the whole balance is at stake.
  • Portfolio — margin is calculated across your positions as one portfolio, with offsets between them. Intended for experienced traders.
Leverage follows the same split. It appears for derivatives in Isolated and Cross margin modes, both in the order summary and in the confirmation window, and in the summary of a spot order placed with Margin on. In Portfolio margin mode the exchange recalculates leverage dynamically from your whole portfolio, so no fixed value is shown rather than a misleading one.

Sizing with the slider

A slider under the size field sets the order size as a share of what the account can afford, whichever unit the field is in — quantity, value, % of equity, or % of buying power. For % of equity it measures against the account’s equity; for the other units, against your buying power.
  • The slider stops at 100%, but the field itself accepts more — switching between % of equity and % of buying power can legitimately land above 100% when the two differ.
  • If the order value comes out larger than your buying power, the size field shows a warning icon. It is a heads-up, not a block: Buy / Sell stays available and the exchange has the final say.
  • In Portfolio margin mode there is no buying power to measure against (see above), so neither the slider nor the warning is shown.

Minimum order value

Exchanges reject orders below their minimum order value. When an order comes out smaller than that, the size field shows a warning so you can fix it before sending. The check applies to orders that open or add to a position; a Reduce-Only order is not checked, since it only closes what you already hold.

Spot Margin

On Bybit, spot pairs can be traded with borrowed funds. The Margin checkbox at the top of Order Entry turns this on for spot instruments: with it on, an order bigger than your own balance borrows the difference, up to your buying power.
  • Margin mode and leverage sit next to the checkbox. Leverage is set per asset: one value for the quote asset you borrow to buy (USDT on BTC/USDT), one for the base asset you borrow to sell (BTC).
  • Buying Power counts what you can borrow while Margin is on, and only your own balance while it is off.
  • Max Buying Amount on the Buy tab and Max Selling Amount on the Sell tab show the most your buying power covers at the entry price. Click one to put that amount into the order.
  • Borrow under the quantity and Amount to Borrow in the summary show how much of the order is borrowed: in the quote asset when you buy, in the base asset when you sell.
  • Hourly Interest Rate is what Bybit charges per hour on the borrowed amount.
A few rules come from Bybit:
  • Spot margin trading has to be enabled on your Bybit account. Where margin isn’t available, the checkbox doesn’t appear.
  • Isolated margin mode doesn’t allow it. The checkbox stays off until you switch the margin mode to Cross.
  • Borrowed assets keep spot margin on. Bybit won’t let you turn it off until you repay them.
  • An order above your buying power is rejected with an insufficient balance error.
The checkbox is locked while you edit an existing spot order, and your browser remembers its state for all spot instruments.

Trigger Price (Conditional Logic)

A Conditional order sits dormant until something sets it off — the TakeProfit name for stop orders. The tab splits that into two decisions.

Condition — what it waits for

Choose Price or Alert. Price waits for the market to reach a trigger price. The trigger can follow one of three prices:
  • Last Price — based on latest trade price
  • Mark Price — fair price used to reduce liquidation spikes
  • Index Price — aggregated price across exchanges
Alert waits for one of your alerts to fire instead, so the order can hang off any condition an alert can express rather than a single price level. The picker lists alerts for the instrument you are on first, then the rest A–Z, and leaves out alerts that stopped with an error. Add Alert creates a new one without leaving the form. Once an alert is attached it shows as a chip in the form. Click it to edit the alert; use its close button to detach it and go back to a price trigger.

Execution — what gets sent

Choose Market or Limit. With Market it is a Conditional Market order (stop-market), with Limit a Conditional Limit order (stop-limit). The chart’s right-click menu offers the same two orders as Stop and Stop Limit.

When the alert won’t fire

An order is only as reliable as its trigger, so the form warns you when the attached alert cannot do its job: Submitting an order whose alert is inactive asks you to confirm: “This order relies on an inactive alert. You can edit the alert now or place the order anyway.” You can place it regardless — the order simply waits for an alert that will not come until you restart it.

Risk Management

Before execution, configure your basic risk controls:
  • Take Profit
  • Stop Loss
  • Risk/Reward (RR)
Take Profit and Stop Loss each carry a checkbox showing whether the level is active. Clicking anywhere on the control toggles it, so you can arm or disarm a level without clearing the price you already entered.
On Binance the rules are narrower. On USD-M Futures, Take Profit and Stop Loss cannot be attached to a new order — add them to the position once it is open. On Spot they are available on Limit orders only. See Trading with Binance.
These parameters can be set directly in Order Entry or visually adjusted on the chart.

Max Slippage

Enable Max Slippage to cap how far a market order can drift from the execution price as a percentage; any fill outside this range is rejected. The exchange defines allowed ranges, keeping Buy and Sell disabled if the value is out of bounds. Applies to market orders and position closes independently — TP/SL trigger levels are not capped. Available only on Bybit for now.

Reduce-Only

Enable Reduce-Only to ensure the order strictly reduces or closes an existing position without accidentally opening a new one.

Reset the Form

Reset returns Order Entry to its default state in one click. It becomes active as soon as the form differs from the defaults, and it clears:
  • the trigger price — a Conditional Limit order becomes a plain Limit order priced at the bid for a sell or the ask for a buy, and a Conditional Market order becomes a Market order;
  • the size — the field is emptied and the cursor is placed in it, ready for the next number;
  • risk-based entry, Take Profit and Stop Loss with their values, Reduce-Only, and Time in Force.
Reset keeps your choice of units: whether you enter the size as quantity or value, and how the limit price and the TP/SL levels are expressed, stay as they were.

Order Templates

A template saves a set of order settings — how you enter, the trigger, the risk, Take Profit and Stop Loss — so you can fill the form in one click instead of typing them in again. Templates belong to your account, not to an instrument: one template works on any symbol, and it follows you to your other devices.

Open the Template List

Click the templates button in the top-right corner of Order Entry — next to the three-dot menu in the widget, or next to Esc in the Create Order pop-up. The same list opens from the order pill when you place an order on the chart. Order Templates gives each template two lines: its name, and a row of chips for what it sets. For example, RISK 1% eq. is a risk-based entry sized at 1% of equity, SL 1% is a stop 1% from the entry, and M marks market execution. Hover a chip to read the setting in full. Create Template sits at the bottom of the list. Templates are for new orders only: the button is hidden while you edit an existing order.

Create a Template

  1. Set up Order Entry the way you trade, then click Create Template in the list. The new template starts from the settings already in the form.
  2. Name it — it starts as New Template — and pick an emoji if you like.
  3. In Settings List, click the settings the template should carry:
    • Entry — Conditional Order, Market / Limit Order, Risk-Based Entry, Value-Based Entry
    • Risk Reward — Take Profit, Stop Loss
    • Additional Settings — Reduce-Only, Time in Force
    Each setting you add shows its fields below the list, where you enter the values.
  4. Click Save.
Some settings exclude each other: a template holds either Conditional Order or Market / Limit Order, and either Risk-Based Entry or Value-Based Entry. Risk-Based Entry needs a stop to measure the risk against, so it adds Stop Loss as well. Distances in a template are relative, so the same template fits any price. The trigger of a conditional order is a distance from the ask or the bid: Ask + / Bid – puts it ahead of the price (buy above, sell below, as on a breakout), and Ask – / Bid + puts it behind the price (buy below, sell above, as on a pullback). Take Profit and Stop Loss are set as a Trigger Distance, for example a percentage of the entry price.

Apply a Template

Click a template in the list, and its settings land in the form in one go. Star up to ten templates as favorites to get them as buttons beside the templates button and on hotkeys: Alt + 0–9 on Windows, Option + 0–9 on Mac.
  • Take Profit, Stop Loss, Reduce-Only, and Time in Force always follow the template. If the template leaves them out, applying it turns Take Profit, Stop Loss, and Reduce-Only off, and returns Time in Force to Good Till Cancelled.
  • Entry settings — the trigger, the execution, and risk- or value-based entry — change the form only when the template sets them.
  • A setting the form doesn’t have is skipped.
  • On the chart or in the order book, the price comes from where you click, so the trigger and execution settings are skipped and the rest applies.

Edit or Delete a Template

The list also lets you star, edit, or delete a template. Editing opens the same form, where you can rename the template or change its settings; Save as new template keeps the original and saves your changes as a copy.

Confirmation

Before submission, a confirmation modal will display:
  • Order Price
  • Quantity
  • Order Cost
  • Order Value
  • Estimated Fee (approximate, based on exchange data)
  • TP/SL levels
  • Leverage — for derivatives in Isolated or Cross margin mode; omitted in Portfolio mode
  • Risk and Reward ratio
Click Confirm to send the order to the exchange.

Stand-by mode

After you place an order, Order Entry doesn’t close — it switches to stand-by mode and stays ready for your next trade. It keeps your previous settings, including the order Side, but the side isn’t highlighted until you reactivate the form. To reactivate it, click any interactive element in the form:
  • Click a Side tab (Buy or Sell) to start the next order on that side.
  • Click anywhere else in the form to reactivate it with the same side you used last.

Running a strategy instead

The Bot tab turns the same form into a launcher for a trading bot: pick a strategy, set the timeframe and the capital it may use, and it places the orders from then on. See Algo Trading.

Troubleshooting

The asset can’t be traded

Not every instrument on the platform can be traded — trading runs through the exchanges TakeProfit connects to, and their coverage is narrower than the data coverage. Open Order Entry on an asset none of them supports and you get a message in place of the order controls: it names the exchanges available for trading and offers to switch the asset. The CTA opens Platform Search already filtered down to instruments those exchanges support. The message shows up when you:
  • open the form with the Buy / Sell buttons in the top-left corner of the chart,
  • use the Buy / Sell buttons on the price scale, or
  • swap the instrument inside an open Order Entry widget for one that can’t be traded.
It appears whether or not you have an exchange connected. If you do, the account selector stays visible, so you can check which account you are on before changing the asset.