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Order Entry

Adjusting Options Order Quantity (Ratio Spreads)
Whether you want to do more than one iron condor or set up a ratio spread, adjusting trade quantity is easy. There are three methods to changing the quantit...
How to Cancel or Edit a Working Order
Do you have a working order that you want to cancel or edit? We’ve broken down how to cancel working orders and edit them within the tastyworks downloadable...
Routing Orders in a Specific Account (T-Shield)
Users with multiple accounts can switch between default trading accounts with a simple double-click. Changing active accounts enables the user to create ord...
How do I set the default price for single-leg option or stock orders?
Some of us like to haggle, and some of us don’t. Either way, we’re trying to get an order fill. If you’re somebody who doesn’t like to play the “mid-price g...
How do I set a default order quantity?
The platform defaults everyone as a “Johnny 1-Lot”, or a quantity of 1 for options or futures. If that matches your trading style then you keep it that way....
How do I view or filter for weekly/monthly option expirations?
Do you only trade monthly options? Prefer weeklys? No matter your preferred expiration, the Table view of the Trade tab in the tastyworks platform makes it ...
Closing Order Types (Balanced, Default, & Full)
Whether you’re closing a position for a winner or waving the white flag, you have some options when it comes to how you want to manage your positions. L...
What is the difference between Quick Roll vs. Roll?
Are you looking to keep the dream alive and roll your position out to the future? If so, then chances are you’ll see two choices for rolling: Quick Roll an...
How do I set up a Stop Order?
Are you looking to set up a stop order? Then you've come to the right place. Setting up a Stop Order Video Intro to Stop Limit and Stop Market Order...
How do I close my options position?
We all manage positions differently. Whether you're someone that likes to close a trade at 50% profit or 20%, positions can be managed several differen...