Bulk Orders

Overview

Bulk orders allow you to execute multiple trades simultaneously, perfect for:

• Building diversified positions
• Rolling multiple spreads
• Portfolio rebalancing
• Executing trade ideas from scans

Creating Bulk Orders

From Scan Results

1. Run a scan
2. Check boxes next to desired trades
3. Click Bulk Trade
4. Review combined order
5. Submit

From Watchlist

1. Open watchlist
2. Select multiple positions
3. Click Trade Selected
4. Configure and submit

Manual Entry

1. Go to Trade → Bulk Order
2. Click Add Trade
3. Enter trade details
4. Repeat for each trade
5. Review and submit

Bulk Order Configuration

Position Sizing

Equal Dollar Risk

Same dollar risk per trade.

Each trade: $500 max risk
5 trades = $2,500 total risk

Equal Contracts

Same number of contracts per trade.

Each trade: 2 contracts

Risk-Weighted

Size based on EV or confidence.

Higher EV = More contracts

Custom

Specify quantity for each trade individually.

Order Type

• All Market: Submit all as market orders.
• All Limit: Submit all as limit orders at specified prices.
• Mixed: Different order types per trade.

Execution Mode

Simultaneous

Submit all orders at once.

• Fastest execution
• May have partial fills

Sequential

Submit one at a time, wait for fill.

• More controlled
• Slower overall

Conditional

Next order only if previous fills.

• Safest
• May not complete all trades

Bulk Order Preview

Before submitting, review:

Totals:

• Total Trades: 3
• Total Contracts: 6
• Total Risk: $1,225
• Total Premium: $425

Managing Bulk Orders

Order Status Dashboard

Track all orders in bulk submission:

• 🟢 Filled
• 🟡 Working (pending)
• 🔴 Rejected/Cancelled

Partial Completion

If some orders don't fill:

• View unfilled orders
• Modify prices
• Resubmit or cancel

Cancel All

Emergency stop:

1. Click Cancel All Open
2. Confirm cancellation
3. All pending orders cancelled

Bulk Rolling

Roll multiple positions simultaneously.

Expiration Roll

1. Select positions approaching expiration
2. Click Roll Selected
3. Choose new expiration
4. Set price targets
5. Submit roll orders

Strike Adjustment

1. Select positions to adjust
2. Click Adjust Strikes
3. Specify new strike selection logic
4. Review and submit

Bulk Close

Close multiple positions at once.

Close Selected

1. Select positions to close
2. Click Close Selected
3. Choose order type (market/limit)
4. Set prices if limit
5. Submit

Close All

Emergency close everything:

1. Positions → Close All
2. Confirm action
3. All positions closed at market

Best Practices

Start Small

Test bulk orders with small quantities first.

Check Buying Power

Ensure sufficient margin for all trades combined.

Use Limits

Market orders on multiple trades can cause significant slippage.

Monitor Carefully

Watch for:

• Partial fills
• Rejected orders
• Price movements

Have a Plan

Know what to do if:

• Only some orders fill
• Prices move against you
• Technical issues occur

Bulk Order Templates

Save common bulk order configurations:

1. Configure your bulk order
2. Click Save as Template
3. Name the template
4. Access from Templates dropdown

Template Ideas

• Morning Routine: Open 5 new positions from top scan results
• Weekly Roll: Roll all positions expiring this week
• Diversified Entry: Enter positions across multiple sectors

API Access

For automated trading, use the API:

POST /api/v1/orders/bulk
{
  "orders": [
    {"symbol": "AAPL", "strategy": "put_spread", ...},
    {"symbol": "MSFT", "strategy": "put_spread", ...}
  ],
  "execution_mode": "simultaneous"
}

See API Reference for full documentation.