[{"data":1,"prerenderedAt":3903},["ShallowReactive",2],{"features":3},[4,323,601,901,1032,1249,1589,1817,2054,2357,2687,2922,3241,3454,3692],{"id":5,"title":6,"body":7,"description":307,"excerpt":308,"extension":312,"image":313,"meta":314,"navigation":315,"path":316,"seo":317,"stem":318,"tags":319,"__hash__":322},"features\u002Ffeatures\u002Fai-chatbot.md","AI Chat Assistant",{"type":8,"value":9,"toc":296},"minimark",[10,14,19,22,74,77,81,84,87,90,94,97,100,103,107,110,190,193,196,200,205,211,214,219,224,227,232,237,240,245,250,253,257,260,263,267,270,293],[11,12,13],"p",{},"The LamaTrader AI assistant is a fully context-aware trading co-pilot embedded directly in the platform. Unlike generic AI chatbots with a broker plugin bolted on, the LamaTrader AI has live access to your entire trading environment — and responds with interactive charts and widgets rather than walls of text.",[15,16,18],"h2",{"id":17},"what-the-ai-knows","What the AI Knows",[11,20,21],{},"When you open the AI chat, it has real-time access to:",[23,24,25,33,39,45,51,57,63,68],"ul",{},[26,27,28,32],"li",{},[29,30,31],"strong",{},"All open positions"," — symbol, entry price, current price, unrealized P&L, Greeks for options legs",[26,34,35,38],{},[29,36,37],{},"Your watchlist"," — live quotes, price change, volume",[26,40,41,44],{},[29,42,43],{},"The options chain"," for any symbol you're viewing — strikes, expirations, IV, all Greeks",[26,46,47,50],{},[29,48,49],{},"Portfolio-level metrics"," — net delta, theta decay per day, sector allocation, buying power, net liquidation value",[26,52,53,56],{},[29,54,55],{},"Open and pending orders"," — status, fill price, remaining quantity",[26,58,59,62],{},[29,60,61],{},"Market screener data"," — top movers, most actives, IV rank",[26,64,65],{},[29,66,67],{},"Recent trade and fill history",[26,69,70,73],{},[29,71,72],{},"Live news feed"," filtered to your watchlist symbols",[11,75,76],{},"No copy-pasting data into a chat window. No explaining your portfolio from scratch every session. The AI already knows.",[15,78,80],{"id":79},"visual-responses","Visual Responses",[11,82,83],{},"The AI answers with interactive widgets — not plain text — whenever the response calls for visual data.",[11,85,86],{},"Ask about a symbol's price action and a live chart appears inline in the conversation. Ask about your Greeks exposure and a breakdown widget renders immediately. Ask to compare two options strategies and both P&L diagrams appear side-by-side. The information density of a trading conversation is enormous — presenting it as formatted text is the wrong interface for the job.",[11,88,89],{},"Every inline widget is live, not a static screenshot. You can interact with the chart, expand the data table, or click through to the full dedicated screen for that piece of information.",[15,91,93],{"id":92},"chat-and-screens-together","Chat and Screens — Together",[11,95,96],{},"The AI is not a replacement for the platform's dedicated screens. It works alongside them.",[11,98,99],{},"Start in chat: ask the AI to surface the best options setups for the day, explain a position's risk, or suggest a hedge for your portfolio. The AI surfaces the answer visually. When the answer points to something specific — a position, a symbol, an order — click through to the full interactive screen for that item without losing your place in the conversation.",[11,101,102],{},"Or go the other direction: you're deep in the positions screen, analyzing your holdings, and you want the AI's perspective on what you're seeing. Open the AI panel alongside the screen you're on. The AI sees your current context and answers without you having to explain anything.",[15,104,106],{"id":105},"supported-ai-providers","Supported AI Providers",[11,108,109],{},"LamaTrader routes your conversation through your choice of AI provider:",[111,112,113,126],"table",{},[114,115,116],"thead",{},[117,118,119,123],"tr",{},[120,121,122],"th",{},"Provider",[120,124,125],{},"Models",[127,128,129,140,150,160,170,180],"tbody",{},[117,130,131,137],{},[132,133,134],"td",{},[29,135,136],{},"OpenAI",[132,138,139],{},"GPT-4o and subsequent models",[117,141,142,147],{},[132,143,144],{},[29,145,146],{},"Anthropic",[132,148,149],{},"Claude Sonnet, Claude Opus",[117,151,152,157],{},[132,153,154],{},[29,155,156],{},"Google Gemini",[132,158,159],{},"Gemini 1.5 Pro and later",[117,161,162,167],{},[132,163,164],{},[29,165,166],{},"DeepSeek",[132,168,169],{},"DeepSeek-V3 and R1",[117,171,172,177],{},[132,173,174],{},[29,175,176],{},"Qwen",[132,178,179],{},"Qwen-Max and variants",[117,181,182,187],{},[132,183,184],{},[29,185,186],{},"Ollama",[132,188,189],{},"Any locally-hosted model — no data leaves your machine",[11,191,192],{},"Switch providers at any time. Your conversation history and saved strategies are stored in LamaTrader, independent of the provider.",[11,194,195],{},"Connect your own API key for each provider. LamaTrader stores keys encrypted and never shares them with third parties.",[15,197,199],{"id":198},"example-conversations","Example Conversations",[11,201,202],{},[29,203,204],{},"Portfolio risk check:",[206,207,208],"blockquote",{},[11,209,210],{},"\"What's my biggest risk right now?\"",[11,212,213],{},"The AI scans your positions, calculates net Greeks and sector concentration, and surfaces the two or three most significant exposures — with a visual breakdown widget showing your allocation.",[11,215,216],{},[29,217,218],{},"Options screening:",[206,220,221],{},[11,222,223],{},"\"Find me SPY puts expiring in two weeks with a delta around -0.20 and at least 500 open interest\"",[11,225,226],{},"The AI queries the live options chain and returns a filtered list of matching contracts as an interactive table. Click any row to add it to the trade form.",[11,228,229],{},[29,230,231],{},"Portfolio hedge suggestion:",[206,233,234],{},[11,235,236],{},"\"I'm long heavy in tech — what's a reasonable hedge given current IV?\"",[11,238,239],{},"The AI evaluates your position mix, current IV levels, and buying power to suggest a hedging approach, explaining the trade-offs between different strategies.",[11,241,242],{},[29,243,244],{},"News summary:",[206,246,247],{},[11,248,249],{},"\"What happened with NVDA today?\"",[11,251,252],{},"The AI pulls recent news and price action for the symbol and gives a concise summary grounded in real events — not a generic disclaimer about market risk.",[15,254,256],{"id":255},"privacy-and-data","Privacy and Data",[11,258,259],{},"For traders with strict data privacy requirements, the Ollama integration runs entirely on your local machine. The AI model processes your trading data locally — no position information, no portfolio data, no queries leave your device.",[11,261,262],{},"For cloud provider integrations, conversation content is sent to the selected provider per their privacy policy. LamaTrader does not store your conversation content on its servers beyond the current session.",[15,264,266],{"id":265},"ai-tools","AI Tools",[11,268,269],{},"Beyond answering questions, the AI has access to platform tools it can use on your behalf:",[23,271,272,275,278,281,284],{},[26,273,274],{},"Search and filter the options chain",[26,276,277],{},"Retrieve live quotes for any symbol",[26,279,280],{},"Check position Greeks and portfolio risk metrics",[26,282,283],{},"Open the order form pre-populated with a trade it recommends",[26,285,286,287,292],{},"Run a Code Mode strategy script (see ",[288,289,291],"a",{"href":290},"\u002Ffeatures\u002Fai-code-mode","AI Code Mode",")",[11,294,295],{},"You confirm any order before it is placed. The AI cannot execute trades without your explicit approval.",{"title":297,"searchDepth":298,"depth":298,"links":299},"",2,[300,301,302,303,304,305,306],{"id":17,"depth":298,"text":18},{"id":79,"depth":298,"text":80},{"id":92,"depth":298,"text":93},{"id":105,"depth":298,"text":106},{"id":198,"depth":298,"text":199},{"id":255,"depth":298,"text":256},{"id":265,"depth":298,"text":266},"LamaTrader's AI assistant has full live context of your trading platform — positions, orders, watchlists, charts, and market data — and responds with interactive widgets, not just text. Connect any major AI provider and have a fully informed trading conversation.",{"type":8,"value":309},[310],[11,311,13],{},"md","\u002Ffeatures\u002Fai_chatbot.webp",{},true,"\u002Ffeatures\u002Fai-chatbot",{"title":6,"description":307},"features\u002Fai-chatbot",[320,321],"ai","features","CrVQ2nuO0YGVfBJH-jepTm_lvLaHNKFg9HNcWttkw5I",{"id":324,"title":325,"body":326,"description":587,"excerpt":588,"extension":312,"image":594,"meta":595,"navigation":315,"path":290,"seo":596,"stem":597,"tags":598,"__hash__":600},"features\u002Ffeatures\u002Fai-code-mode.md","AI Code Mode: Write, Save, and Run Trading Strategies",{"type":8,"value":327,"toc":578},[328,331,334,338,341,344,348,353,356,363,368,371,385,390,393,398,405,419,424,427,431,434,437,441,444,449,466,471,484,489,500,505,516,520,523,537,540,544,550,556,562,568,572,575],[11,329,330],{},"Code Mode is LamaTrader's most powerful AI capability. Instead of answering questions with text, the AI writes complete, executable trading strategy scripts in response to your plain-English descriptions. You review the code, approve it, run it in a secure sandbox, and save it to your personal registry — ready to execute on demand, forever.",[11,332,333],{},"This is what makes LamaTrader an Integrated Trader Environment rather than a trading app with a chatbot.",[15,335,337],{"id":336},"the-problem-code-mode-solves","The Problem Code Mode Solves",[11,339,340],{},"A typical AI trading interaction is ephemeral. You ask a question, get an answer, and the session ends. Tomorrow you start from scratch — re-explaining your context, re-asking your question, re-interpreting the result. For one-off queries this is fine. For systematic trading strategies it's completely inadequate.",[11,342,343],{},"A real trading strategy is a program: scan a universe of symbols, filter by multiple criteria, evaluate account state, calculate risk metrics, construct the right order, log the result. That's not a chat interaction — it's code. Code Mode lets the AI write it.",[15,345,347],{"id":346},"how-code-mode-works","How Code Mode Works",[11,349,350],{},[29,351,352],{},"1. Describe your strategy in plain English",[11,354,355],{},"Switch to Code Mode in the AI panel and describe what you want. Be as specific or as high-level as your thinking is at that point — the AI will ask clarifying questions if needed.",[11,357,358,359],{},"Example: ",[360,361,362],"em",{},"\"Every Monday morning, check the IV rank on SPX. If it's above 40, find the 10-delta put and call strikes expiring that Friday, calculate the net credit for selling an Iron Condor, and place the order if the credit is at least $2.00 per share.\"",[11,364,365],{},[29,366,367],{},"2. The AI writes the strategy",[11,369,370],{},"The AI produces a complete TypeScript strategy script using LamaTrader's full API surface:",[23,372,373,376,379,382],{},[26,374,375],{},"Market data (quotes, options chains, screener data, IV calculations)",[26,377,378],{},"Account information (positions, buying power, Greeks)",[26,380,381],{},"Order construction and submission",[26,383,384],{},"Logging and structured output",[11,386,387],{},[29,388,389],{},"3. Review the code",[11,391,392],{},"The script is displayed in full before anything runs. Read exactly what it will do, what data it accesses, what conditions trigger an order. Request revisions in plain English if the logic doesn't match your intent.",[11,394,395],{},[29,396,397],{},"4. Approve and run",[11,399,400,401,404],{},"The strategy executes inside a ",[29,402,403],{},"secure QuickJS sandbox"," — an isolated JavaScript runtime with:",[23,406,407,410,413,416],{},[26,408,409],{},"No access to your filesystem or operating system",[26,411,412],{},"No network calls outside LamaTrader's defined market data and execution APIs",[26,414,415],{},"Strict CPU and memory resource limits",[26,417,418],{},"Full execution logging with structured output",[11,420,421],{},[29,422,423],{},"5. Save to your registry",[11,425,426],{},"When a strategy runs successfully, save it to your personal strategy registry with a name you choose. It's stored, versioned, and available for one-click execution at any time.",[15,428,430],{"id":429},"the-strategy-registry","The Strategy Registry",[11,432,433],{},"The registry is your personal library of automated trading strategies. Each entry shows the strategy name, description, last run time, and last run result. Run any strategy against live market data in seconds — no re-prompting, no copy-pasting, no re-explaining.",[11,435,436],{},"The registry accumulates value over time. A strategy you build for Monday's Iron Condor routine runs every Monday. A portfolio delta check you built last month runs any time you want a second opinion on your risk. The more you use Code Mode, the more your personal trading automation library grows.",[15,438,440],{"id":439},"what-strategies-can-do","What Strategies Can Do",[11,442,443],{},"Code Mode strategies have access to LamaTrader's full API surface:",[11,445,446],{},[29,447,448],{},"Market data",[23,450,451,454,457,460,463],{},[26,452,453],{},"Real-time quotes for any symbol",[26,455,456],{},"Full options chain with live Greeks for any underlying and expiration",[26,458,459],{},"Historical price data for any timeframe",[26,461,462],{},"Screener data: top movers, most actives, IV rank across a symbol universe",[26,464,465],{},"News feed and economic calendar data",[11,467,468],{},[29,469,470],{},"Account and portfolio",[23,472,473,476,478,481],{},[26,474,475],{},"Current positions with entry price, current P&L, and Greeks",[26,477,55],{},[26,479,480],{},"Account buying power and net liquidation value",[26,482,483],{},"Trade history",[11,485,486],{},[29,487,488],{},"Order execution",[23,490,491,494,497],{},[26,492,493],{},"Construct and submit any supported order type: market, limit, stop, bracket, OTO, OCO, multi-leg options combo",[26,495,496],{},"Cancel or replace open orders",[26,498,499],{},"Check fill status",[11,501,502],{},[29,503,504],{},"Output",[23,506,507,510,513],{},[26,508,509],{},"Structured results displayed as interactive widgets in the chat",[26,511,512],{},"Text summaries and logs",[26,514,515],{},"Alerts and notifications",[15,517,519],{"id":518},"security-model","Security Model",[11,521,522],{},"Our secure sandbox prevents any action outside the defined API boundaries:",[23,524,525,528,531,534],{},[26,526,527],{},"Strategies cannot access your filesystem, browser storage, or operating system",[26,529,530],{},"All network calls are proxied through LamaTrader's API gateway — arbitrary HTTP requests are blocked",[26,532,533],{},"CPU and memory limits prevent runaway execution",[26,535,536],{},"Every execution is logged with a complete audit trail",[11,538,539],{},"You approve the strategy code before it runs. The sandbox enforces the boundaries after you do. Two independent layers of control.",[15,541,543],{"id":542},"practical-examples","Practical Examples",[11,545,546,549],{},[29,547,548],{},"Weekly Iron Condor scanner","\nChecks IV rank on a watchlist of underlyings every Monday. For any symbol with IVR above threshold, finds the target-delta strikes for the current weekly expiration, calculates net credit, and places the order if the credit meets your minimum.",[11,551,552,555],{},[29,553,554],{},"Portfolio delta hedge check","\nCalculates your current net delta across all equity and options positions. If net delta exceeds your threshold, calculates the hedge quantity (SPY puts or index futures) needed to bring it back to neutral and presents a recommendation.",[11,557,558,561],{},[29,559,560],{},"Earnings volatility play setup","\nFor every symbol in your watchlist reporting earnings in the next three days, calculates the implied move from the options chain and checks whether selling an at-the-money straddle would generate a credit above your target. Returns a ranked list of candidates.",[11,563,564,567],{},[29,565,566],{},"Position sizing calculator","\nGiven a symbol, an entry price, a stop price, and your target risk per trade in dollar terms, calculates the correct share quantity and pre-populates the order form.",[15,569,571],{"id":570},"getting-started","Getting Started",[11,573,574],{},"Open the AI panel, switch to Code Mode, and describe a strategy. Start with something simple — a screener query or a position sizing calculation — to see the workflow in action. Build complexity from there as you get comfortable reviewing and approving the generated code.",[11,576,577],{},"Your registry starts empty. It won't stay that way.",{"title":297,"searchDepth":298,"depth":298,"links":579},[580,581,582,583,584,585,586],{"id":336,"depth":298,"text":337},{"id":346,"depth":298,"text":347},{"id":429,"depth":298,"text":430},{"id":439,"depth":298,"text":440},{"id":518,"depth":298,"text":519},{"id":542,"depth":298,"text":543},{"id":570,"depth":298,"text":571},"LamaTrader's Code Mode lets the AI write complete TypeScript trading strategy scripts, execute them in a secure sandbox, and save them to your personal strategy registry for one-click execution whenever you need them.",{"type":8,"value":589},[590,592],[11,591,330],{},[11,593,333],{},"\u002Ffeatures\u002Fai_code_mode.webp",{},{"title":325,"description":587},"features\u002Fai-code-mode",[320,599,321],"code-mode","kl9Ah7FS78ycsic0vot6bLRS6aSf6APwkNxPINLANsk",{"id":602,"title":603,"body":604,"description":867,"excerpt":868,"extension":312,"image":892,"meta":893,"navigation":315,"path":894,"seo":895,"stem":896,"tags":897,"__hash__":900},"features\u002Ffeatures\u002Fadvanced-orders.md","Bracket Orders, OTO, and OCO:  Advanced Order Strategies",{"type":8,"value":605,"toc":860},[606,609,621,624,639,643,646,667,670,679,687,695,698,702,705,708,713,733,739,746,750,753,756,764,772,775,783,791,795,798,837,840,844,847,850,853],[11,607,608],{},"A market order gets you in. A limit order gets you in at a price you like. But neither one answers the two questions that matter most after entry:",[23,610,611,616],{},[26,612,613],{},[29,614,615],{},"When do I take profit?",[26,617,618],{},[29,619,620],{},"When do I cut the loss?",[11,622,623],{},"Most traders answer those questions manually — watching the screen, moving their stop, wondering if they should hold just a little longer. That's not a strategy. That's anxiety.",[11,625,626,627,630,631,634,635,638],{},"LamaTrader supports the professional order types that automate your trade management from the moment of entry: ",[29,628,629],{},"Bracket Orders",", ",[29,632,633],{},"One-Triggers-Other (OTO)",", and ",[29,636,637],{},"One-Cancels-Other (OCO)",".",[15,640,642],{"id":641},"bracket-orders-enter-with-an-exit-plan-already-in-place","Bracket Orders: Enter With an Exit Plan Already in Place",[11,644,645],{},"A Bracket Order bundles three orders into one:",[647,648,649,655,661],"ol",{},[26,650,651,654],{},[29,652,653],{},"Entry order"," — your primary buy (or sell for short positions)",[26,656,657,660],{},[29,658,659],{},"Take-profit limit"," — automatically activated when the entry fills, at your target price",[26,662,663,666],{},[29,664,665],{},"Stop-loss"," — also activated at entry fill, protecting you from runaway downside",[11,668,669],{},"When the entry fills, both the take-profit and stop-loss orders become active simultaneously. If the take-profit hits, the stop is automatically cancelled. If the stop fires, the take-profit is cancelled. You're never left with orphaned orders.",[11,671,672,675,678],{},[29,673,674],{},"Why this matters:",[676,677],"br",{},"\nDiscipline is hardest when you're in a position. Greed pushes you to hold past your target. Fear makes you cut winners early. Bracket orders remove discretion from exit decisions — you define the plan before entry, when your thinking is clearest, and the platform executes it without hesitation.",[11,680,681,684,686],{},[29,682,683],{},"Example:",[676,685],{},"\nYou buy 100 shares of NVDA at $125.00. You bracket it with:",[23,688,689,692],{},[26,690,691],{},"Take-profit at $132.00 (5.6% gain)",[26,693,694],{},"Stop-loss at $121.00 (3.2% loss)",[11,696,697],{},"Your risk\u002Freward is defined. You can walk away from the screen. The platform manages the exits automatically.",[15,699,701],{"id":700},"oto-one-triggers-other-chain-events-together","OTO (One-Triggers-Other): Chain Events Together",[11,703,704],{},"A One-Triggers-Other order executes a secondary order automatically when the primary order fills.",[11,706,707],{},"This is the right tool when you want to set up a trade plan in advance — including your stop — but you don't want the secondary order sitting in the market until you've actually entered the position.",[11,709,710],{},[29,711,712],{},"Common OTO use cases:",[23,714,715,721,727],{},[26,716,717,720],{},[29,718,719],{},"Breakout entry with conditional stop",": Place a limit buy above resistance. If it fills (the breakout happens), the stop is automatically placed below the breakout level.",[26,722,723,726],{},[29,724,725],{},"Scaled entry with limit",": Buy an initial position at market, trigger a limit order for the second tranche at a lower price automatically.",[26,728,729,732],{},[29,730,731],{},"Options entry with protection",": Buy a long call, automatically trigger a stop on the position at a defined percentage loss.",[11,734,735,738],{},[29,736,737],{},"The key difference from a Bracket:"," OTO is a one-way chain — primary fires, secondary activates. A Bracket is a primary + two linked exits (take-profit and stop compete; whichever fills first cancels the other).",[11,740,741,743,745],{},[29,742,683],{},[676,744],{},"\nYou set a limit buy on SPY at $548.00, which is just above a consolidation zone. If that order fills, an OTO automatically places a stop-loss at $543.00. If the breakout fails and SPY never reaches $548, nothing happens — your stop never enters the market unnecessarily.",[15,747,749],{"id":748},"oco-one-cancels-other-two-targets-one-trade","OCO (One-Cancels-Other): Two Targets, One Trade",[11,751,752],{},"A One-Cancels-Other order places two orders at the same time. When either one fills or triggers, the other is automatically cancelled.",[11,754,755],{},"This is the professional's tool for managing exits on an existing position — or for staging a conditional entry around a binary event.",[11,757,758,761,763],{},[29,759,760],{},"OCO for exits (the classic use case):",[676,762],{},"\nYou're long 200 shares of TSLA at $280. You want to take profit at $310 but also protect against a drop below $265. Place an OCO:",[23,765,766,769],{},[26,767,768],{},"Limit sell at $310 (take-profit)",[26,770,771],{},"Stop at $265 (stop-loss)",[11,773,774],{},"Whichever level TSLA hits first, that order executes and the other is immediately cancelled. No orphaned orders, no double exits, no manual cleanup.",[11,776,777,780,782],{},[29,778,779],{},"OCO for entries (the range trade):",[676,781],{},"\nThe market is range-bound. You want to buy a breakout above $155 or short a breakdown below $148, whichever happens first. Place a buy stop at $155.01 and a sell stop at $147.99 as an OCO. The market chooses your direction — you're already positioned either way.",[11,784,785,788,790],{},[29,786,787],{},"OCO for earnings plays:",[676,789],{},"\nEarnings are binary. The stock either beats and runs or misses and dumps. Place an OCO buy stop above the expected move and a sell stop below it before the announcement. You're set up to capture the move in either direction.",[15,792,794],{"id":793},"how-to-use-advanced-orders-in-lamatrader","How to Use Advanced Orders in LamaTrader",[11,796,797],{},"All advanced order types are available in the trade form — no special mode or subscription tier required.",[647,799,800,803,828,831,834],{},[26,801,802],{},"Open the trade form (click any symbol, use the AI, or press the trade shortcut)",[26,804,805,806,630,809,630,812,630,815,630,818,630,821,824,825],{},"Select your order type: ",[29,807,808],{},"Market",[29,810,811],{},"Limit",[29,813,814],{},"Stop",[29,816,817],{},"Stop-Limit",[29,819,820],{},"Bracket",[29,822,823],{},"OTO",", or ",[29,826,827],{},"OCO",[26,829,830],{},"For Bracket orders, the take-profit and stop-loss fields appear automatically after selecting your entry parameters",[26,832,833],{},"For OTO, configure the primary order first, then the triggered secondary order",[26,835,836],{},"For OCO, define both legs and the platform links them",[11,838,839],{},"All orders work in paper trading mode. Run through a few scenarios with paper capital before using advanced order types in a live account — the mechanics are simple once you've seen them execute once.",[15,841,843],{"id":842},"the-bigger-picture-plan-the-trade-trade-the-plan","The Bigger Picture: Plan the Trade, Trade the Plan",[11,845,846],{},"The cliché exists for a reason. The traders who execute consistently aren't smarter than everyone else — they've pre-committed to a plan before emotions enter the picture.",[11,848,849],{},"Advanced order types are how you operationalize that commitment. Define your entry, your profit target, and your maximum loss before you place the trade. Let the platform enforce the plan.",[11,851,852],{},"The market doesn't care about your feelings. Your order management system shouldn't either.",[11,854,855,856],{},"Questions about order types or trade execution: ",[288,857,859],{"href":858},"mailto:info@optimaxsoftware.com","info@optimaxsoftware.com",{"title":297,"searchDepth":298,"depth":298,"links":861},[862,863,864,865,866],{"id":641,"depth":298,"text":642},{"id":700,"depth":298,"text":701},{"id":748,"depth":298,"text":749},{"id":793,"depth":298,"text":794},{"id":842,"depth":298,"text":843},"Market orders and limit orders are the floor, not the ceiling. LamaTrader supports Bracket, One-Triggers-Other, and One-Cancels-Other orders — the professional tools that protect your downside, lock in profits, and automate multi-step trade plans without babysitting the screen.",{"type":8,"value":869},[870,872,882,884],[11,871,608],{},[23,873,874,878],{},[26,875,876],{},[29,877,615],{},[26,879,880],{},[29,881,620],{},[11,883,623],{},[11,885,626,886,630,888,634,890,638],{},[29,887,629],{},[29,889,633],{},[29,891,637],{},"\u002Ffeatures\u002Fadvanced_orders.webp",{},"\u002Ffeatures\u002Fadvanced-orders",{"title":603,"description":867},"features\u002Fadvanced-orders",[898,321,899],"orders","strategy","i9XFs11ZczFywevXM8PCvFCdPd2baUiKO6tVPCuytzw",{"id":902,"title":903,"body":904,"description":1019,"excerpt":1020,"extension":312,"image":1024,"meta":1025,"navigation":315,"path":1026,"seo":1027,"stem":1028,"tags":1029,"__hash__":1031},"features\u002Ffeatures\u002Fcrypto-trading.md","Crypto Trading",{"type":8,"value":905,"toc":1009},[906,909,913,929,932,936,939,961,964,968,971,974,978,981,985,988,992,995,999,1002,1006],[11,907,908],{},"LamaTrader allows you to trade cryptocurrencies alongside stocks and options in a single, unified platform. You can access major digital assets like Bitcoin and Ethereum with the same professional-grade tools you use for equities — real-time charts, advanced order types, portfolio analytics, and AI-powered insights. No separate app, no separate account, no context switching — your crypto positions sit alongside your stocks in portfolio analytics, the AI assistant, and every other platform tool.",[15,910,912],{"id":911},"supported-assets","Supported Assets",[11,914,915,916,922,923,928],{},"LamaTrader supports trading for major cryptocurrencies available on ",[288,917,921],{"href":918,"rel":919},"https:\u002F\u002Falpaca.markets\u002Fcrypto",[920],"nofollow","Alpaca's crypto execution infrastructure",", including Bitcoin (BTC), Ethereum (ETH), USD Coin (USDC), and a growing list of additional digital assets and tokenized securities. Check the ",[288,924,927],{"href":925,"rel":926},"https:\u002F\u002Falpaca.markets\u002Fsupport\u002Fwhat-cryptocurrencies-does-alpaca-currently-support",[920],"broker's current asset list"," for the latest supported pairs.",[11,930,931],{},"Crypto trading is available 24 hours a day, 7 days a week — including outside regular equity market hours.",[15,933,935],{"id":934},"order-types","Order Types",[11,937,938],{},"Crypto orders support the full range of standard order types:",[23,940,941,946,951,956],{},[26,942,943,945],{},[29,944,808],{}," — execute immediately at the best available price",[26,947,948,950],{},[29,949,811],{}," — execute only at your specified price or better",[26,952,953,955],{},[29,954,814],{}," — trigger a market order when price reaches your stop level",[26,957,958,960],{},[29,959,817],{}," — trigger a limit order when price reaches your stop level",[11,962,963],{},"Fractional crypto quantities are fully supported — specify your order in dollar terms or by precise quantity (e.g. 0.00142 BTC).",[15,965,967],{"id":966},"crypto-and-equities-in-one-portfolio-view","Crypto and Equities in One Portfolio View",[11,969,970],{},"A key advantage of LamaTrader's unified architecture is that your crypto positions are first-class citizens in the portfolio analytics system. The portfolio overview shows combined unrealized P&L, buying power, and account value across all asset classes. Crypto positions appear in position history and contribute to overall portfolio metrics.",[11,972,973],{},"The AI assistant has full context on your crypto holdings alongside your stocks and options — ask \"what's my total unrealized P&L across everything?\" and get a complete, accurate answer.",[15,975,977],{"id":976},"market-screeners-for-crypto","Market Screeners for Crypto",[11,979,980],{},"The Top Movers screener includes a crypto mode. Switch between stock movers and crypto movers to see which digital assets are seeing the largest percentage moves and highest volume in the current session. Use the screener widget on your dashboard to monitor both markets simultaneously.",[15,982,984],{"id":983},"_247-market-clocks","24\u002F7 Market Clocks",[11,986,987],{},"The International Clocks widget shows crypto market status alongside global equity exchange hours. Since crypto trades continuously, the clock displays current time in major financial centers relevant to crypto liquidity — useful for timing trades around high-volume periods.",[15,989,991],{"id":990},"charts","Charts",[11,993,994],{},"Crypto symbols are fully supported in the TradingView-powered chart widget. Use the same technical analysis tools, indicators, and drawing tools available for equities. Select any supported crypto pair and any timeframe from 1-minute to daily.",[15,996,998],{"id":997},"paper-trading-crypto","Paper Trading Crypto",[11,1000,1001],{},"Crypto trading is available in paper trading mode with real market data. Practice position sizing, test order strategies, and explore the crypto screener features without risk. Paper mode tracks your simulated crypto positions with the same fidelity as live trading.",[15,1003,1005],{"id":1004},"risk-considerations","Risk Considerations",[11,1007,1008],{},"Cryptocurrency markets are significantly more volatile than equity markets. LamaTrader provides the tools — real-time charts, advanced order types including stops, portfolio-level P&L tracking, and AI-powered analysis — but does not manage risk on your behalf. Use bracket orders and stops to define your maximum loss before entering a position.",{"title":297,"searchDepth":298,"depth":298,"links":1010},[1011,1012,1013,1014,1015,1016,1017,1018],{"id":911,"depth":298,"text":912},{"id":934,"depth":298,"text":935},{"id":966,"depth":298,"text":967},{"id":976,"depth":298,"text":977},{"id":983,"depth":298,"text":984},{"id":990,"depth":298,"text":991},{"id":997,"depth":298,"text":998},{"id":1004,"depth":298,"text":1005},"LamaTrader supports cryptocurrency trading alongside equities and options — same unified interface, same order types, same AI context, powered by Alpaca's crypto execution infrastructure.",{"type":8,"value":1021},[1022],[11,1023,908],{},"\u002Ffeatures\u002Fcrypto_trading.webp",{},"\u002Ffeatures\u002Fcrypto-trading",{"title":903,"description":1019},"features\u002Fcrypto-trading",[1030,321],"crypto","hocLUJ-vlHB7YUtztNGjM0_kCvZbhL96Mm1pZQTxuB8",{"id":1033,"title":1034,"body":1035,"description":1236,"excerpt":1237,"extension":312,"image":1241,"meta":1242,"navigation":315,"path":1243,"seo":1244,"stem":1245,"tags":1246,"__hash__":1248},"features\u002Ffeatures\u002Fcustomization.md","Customization",{"type":8,"value":1036,"toc":1225},[1037,1040,1044,1047,1050,1058,1062,1065,1068,1071,1075,1078,1104,1108,1111,1114,1118,1121,1128,1132,1135,1138,1155,1159,1162,1188,1192,1218,1222],[11,1038,1039],{},"LamaTrader is designed around the principle that no two traders work the same way. Every aspect of the platform — layout, appearance, widget behavior, data density — can be configured to match your workflow. Changes persist across sessions, and you can choose whether they stay local to your browser\u002Fdevice or sync through your LamaTrader account.",[15,1041,1043],{"id":1042},"dashboard-layouts","Dashboard Layouts",[11,1045,1046],{},"The dashboard canvas is fully customizable. Drag any widget to any position. Resize panels by dragging their edges. Stack multiple widgets in tabs within a single panel area to maximize screen real estate.",[11,1048,1049],{},"Save any arrangement as a named layout. Switch between layouts in one click — no rebuilding, no setup time. Layouts are independent; modifying one never affects the others.",[11,1051,1052,1053,1057],{},"See ",[288,1054,1056],{"href":1055},"\u002Ffeatures\u002Fdashboards-widgets","Dashboards and Widgets"," for full documentation on the layout system and widget library.",[15,1059,1061],{"id":1060},"per-account-visual-themes","Per-Account Visual Themes",[11,1063,1064],{},"Each account in LamaTrader can be assigned its own visual theme. When you switch accounts, the entire platform appearance changes — color palette, accent colors, and UI chrome — giving you immediate, unmistakable confirmation of which account is active.",[11,1066,1067],{},"This is a safety feature as much as a personalization feature. The visual distinction between a live account and a paper account, or between your personal account and a client account, eliminates the risk of executing a trade in the wrong context.",[11,1069,1070],{},"Available themes include dark, light, and a range of colored accent variants. Custom themes for enterprise and white-label deployments are available through LamaTrader Broker.",[15,1072,1074],{"id":1073},"widget-configuration","Widget Configuration",[11,1076,1077],{},"Every widget has its own settings panel, accessible via the gear icon in the widget header. Common configuration options:",[23,1079,1080,1086,1092,1098],{},[26,1081,1082,1085],{},[29,1083,1084],{},"Symbol binding"," — pin the widget to a specific symbol, or link it to the dashboard's \"active symbol\" so clicking a symbol in the watchlist updates all linked widgets at once",[26,1087,1088,1091],{},[29,1089,1090],{},"Display density"," — compact, normal, or expanded layouts for data-heavy widgets",[26,1093,1094,1097],{},[29,1095,1096],{},"Refresh interval"," — override the default data refresh rate for individual widgets",[26,1099,1100,1103],{},[29,1101,1102],{},"Column visibility"," — for table widgets (positions, orders, watchlist), show or hide columns to match your priority information",[15,1105,1107],{"id":1106},"column-and-table-configuration","Column and Table Configuration",[11,1109,1110],{},"Data tables throughout the platform — positions list, order history, watchlist, options chain — support column reordering, resizing, and visibility toggles. Drag column headers to reorder. Right-click a header to show\u002Fhide columns. Resize by dragging column dividers. Settings persist per-table.",[11,1112,1113],{},"Sorting by any column is available everywhere. Multi-column sorting (hold Shift while clicking a second column header) is supported in the main data tables.",[15,1115,1117],{"id":1116},"watchlist-organization","Watchlist Organization",[11,1119,1120],{},"Watchlists are fully customizable. Create as many watchlists as you want, name them freely, and organize symbols with drag-and-drop ordering. Pin specific watchlists to dashboard layouts so a given layout always opens with the relevant symbols in view.",[11,1122,1052,1123,1127],{},[288,1124,1126],{"href":1125},"\u002Ffeatures\u002Fwatchlists","Watchlists"," for full details.",[15,1129,1131],{"id":1130},"keyboard-shortcuts","Keyboard Shortcuts",[11,1133,1134],{},"LamaTrader supports keyboard shortcuts for common actions. The full shortcut reference is available in the platform help panel. Key bindings can be customized in Settings → Keyboard Shortcuts.",[11,1136,1137],{},"Common defaults:",[23,1139,1140,1143,1146,1149,1152],{},[26,1141,1142],{},"Open new order form",[26,1144,1145],{},"Focus symbol search",[26,1147,1148],{},"Switch to next\u002Fprevious layout",[26,1150,1151],{},"Open AI chat",[26,1153,1154],{},"Toggle paper\u002Flive account",[15,1156,1158],{"id":1157},"notification-preferences","Notification Preferences",[11,1160,1161],{},"Control how and when LamaTrader surfaces alerts:",[23,1163,1164,1170,1176,1182],{},[26,1165,1166,1169],{},[29,1167,1168],{},"Order fill notifications"," — toast, sound, or both",[26,1171,1172,1175],{},[29,1173,1174],{},"Expiration alerts"," — for calendar spreads and other near-dated positions",[26,1177,1178,1181],{},[29,1179,1180],{},"Price alerts"," — triggered when a watched symbol crosses a price level you set",[26,1183,1184,1187],{},[29,1185,1186],{},"AI suggestions"," — opt in or out of proactive AI insights based on portfolio changes",[15,1189,1191],{"id":1190},"appearance-settings","Appearance Settings",[23,1193,1194,1200,1206,1212],{},[26,1195,1196,1199],{},[29,1197,1198],{},"Theme"," — global dark or light mode base (overridden per-account by account themes)",[26,1201,1202,1205],{},[29,1203,1204],{},"Font size"," — small, medium, or large for data-dense tables",[26,1207,1208,1211],{},[29,1209,1210],{},"Number formatting"," — currency symbol, decimal places, compact notation (1.2M vs 1,200,000)",[26,1213,1214,1217],{},[29,1215,1216],{},"Timezone"," — all timestamps and market hours display in your selected timezone",[15,1219,1221],{"id":1220},"sync-across-devices","Sync Across Devices",[11,1223,1224],{},"Layout configurations, widget settings, watchlists, and preferences can either stay local to your current browser\u002Fdevice or, when you enable account-based synchronization in the admin panel, be stored in your LamaTrader account and synced across devices. Log in on a new machine and your full workspace is available immediately only when synchronization is enabled.",{"title":297,"searchDepth":298,"depth":298,"links":1226},[1227,1228,1229,1230,1231,1232,1233,1234,1235],{"id":1042,"depth":298,"text":1043},{"id":1060,"depth":298,"text":1061},{"id":1073,"depth":298,"text":1074},{"id":1106,"depth":298,"text":1107},{"id":1116,"depth":298,"text":1117},{"id":1130,"depth":298,"text":1131},{"id":1157,"depth":298,"text":1158},{"id":1190,"depth":298,"text":1191},{"id":1220,"depth":298,"text":1221},"LamaTrader is built to adapt to how you trade — customizable dashboards, per-account visual themes, configurable widgets, layout persistence, and optional account sync for personal preferences.",{"type":8,"value":1238},[1239],[11,1240,1039],{},"\u002Ffeatures\u002Fcustomization.webp",{},"\u002Ffeatures\u002Fcustomization",{"title":1034,"description":1236},"features\u002Fcustomization",[1247,321],"customization","tmemGwUvY9qpkm1BYWmvvqkgJOcKpXPZX88HLL7RWSM",{"id":1250,"title":1056,"body":1251,"description":1576,"excerpt":1577,"extension":312,"image":1581,"meta":1582,"navigation":315,"path":1055,"seo":1583,"stem":1584,"tags":1585,"__hash__":1588},"features\u002Ffeatures\u002Fdashboards-widgets.md",{"type":8,"value":1252,"toc":1559},[1253,1256,1260,1263,1266,1270,1273,1305,1308,1312,1315,1320,1352,1356,1388,1391,1411,1415,1435,1439,1459,1463,1477,1486,1490,1493,1497,1500,1504,1507,1521,1525,1528],[11,1254,1255],{},"LamaTrader's dashboard system gives you a fully customizable trading workspace. Place any combination of widgets on a drag-and-drop canvas, resize them freely, save unlimited named layouts, and switch between setups in one click. Your workspace adapts to your trading style — not the other way around.",[15,1257,1259],{"id":1258},"the-canvas","The Canvas",[11,1261,1262],{},"Each dashboard is a resizable, drag-and-drop grid. Widgets snap to the grid for clean alignment but can be sized to any proportion. Stack a narrow order form next to a full-height chart, run a wide data table across the bottom, or float the AI chat panel alongside the options chain — the layout is entirely yours to define.",[11,1264,1265],{},"Changes to layouts save automatically. Nothing is lost when you close the browser or switch accounts.",[15,1267,1269],{"id":1268},"layouts","Layouts",[11,1271,1272],{},"Save any arrangement as a named layout and switch between layouts with a single click. Layouts are independent — changing one doesn't affect the others. Some common patterns:",[23,1274,1275,1281,1287,1293,1299],{},[26,1276,1277,1280],{},[29,1278,1279],{},"Morning Scan"," — watchlists, top movers, news feed, and charts for your core symbols",[26,1282,1283,1286],{},[29,1284,1285],{},"Options Session"," — options chain, strategy panel, Greeks summary, order form",[26,1288,1289,1292],{},[29,1290,1291],{},"Portfolio Review"," — position list, P&L breakdown, sector allocation, performance chart",[26,1294,1295,1298],{},[29,1296,1297],{},"AI-First"," — AI chat panel front and center with supporting data widgets alongside",[26,1300,1301,1304],{},[29,1302,1303],{},"Execution Focus"," — order form, order status, Level 2 depth, and a tight chart",[11,1306,1307],{},"Layouts are available across all your devices. Log in on any machine and your workspace is exactly as you left it. (With synchronization enabled in settings.)",[15,1309,1311],{"id":1310},"widget-library","Widget Library",[11,1313,1314],{},"LamaTrader ships with 50+ widgets covering every aspect of trading. Each widget is a self-contained component that connects to the live data layer and updates in real time.",[1316,1317,1319],"h3",{"id":1318},"market-data","Market Data",[23,1321,1322,1328,1334,1340,1346],{},[26,1323,1324,1327],{},[29,1325,1326],{},"Real-Time Quote"," — live bid\u002Fask, spread, last price, volume, and daily change for any symbol",[26,1329,1330,1333],{},[29,1331,1332],{},"Advanced Chart"," — TradingView-powered charts with full indicator library and drawing tools",[26,1335,1336,1339],{},[29,1337,1338],{},"Options Chain"," — full multi-expiry chain with live Greeks, IV, volume, and open interest",[26,1341,1342,1345],{},[29,1343,1344],{},"Level 2 \u002F Order Book"," — bid\u002Fask depth for equities",[26,1347,1348,1351],{},[29,1349,1350],{},"News Feed"," — real-time market news, filterable by watchlist symbols or sector",[1316,1353,1355],{"id":1354},"portfolio-and-positions","Portfolio and Positions",[23,1357,1358,1364,1370,1376,1382],{},[26,1359,1360,1363],{},[29,1361,1362],{},"Portfolio Overview"," — net liquidation value, unrealized P&L, realized P&L, buying power",[26,1365,1366,1369],{},[29,1367,1368],{},"Positions List"," — all open positions with live P&L, Greeks, and drill-down to individual position details",[26,1371,1372,1375],{},[29,1373,1374],{},"Options Strategy Panel"," — combined Greeks and risk metrics for multi-leg positions",[26,1377,1378,1381],{},[29,1379,1380],{},"Performance Chart"," — historical portfolio value and P&L over time",[26,1383,1384,1387],{},[29,1385,1386],{},"Sector Allocation"," — visual breakdown of exposure by sector and asset class",[1316,1389,1390],{"id":898},"Orders",[23,1392,1393,1399,1405],{},[26,1394,1395,1398],{},[29,1396,1397],{},"Order Form"," — full trade entry form supporting all order types",[26,1400,1401,1404],{},[29,1402,1403],{},"Open Orders"," — all pending and partially filled orders with live status",[26,1406,1407,1410],{},[29,1408,1409],{},"Order History"," — complete fill history with filterable search",[1316,1412,1414],{"id":1413},"screeners-and-analytics","Screeners and Analytics",[23,1416,1417,1423,1429],{},[26,1418,1419,1422],{},[29,1420,1421],{},"Top Movers"," — intraday gainers and losers for stocks and crypto, refreshed automatically",[26,1424,1425,1428],{},[29,1426,1427],{},"Most Actives"," — highest-volume stocks ranked by volume or trade count",[26,1430,1431,1434],{},[29,1432,1433],{},"Watchlist"," — customizable multi-symbol watchlist with live quotes and alerts",[1316,1436,1438],{"id":1437},"tools","Tools",[23,1440,1441,1447,1453],{},[26,1442,1443,1446],{},[29,1444,1445],{},"AI Chat"," — the full AI assistant, embedded as a widget",[26,1448,1449,1452],{},[29,1450,1451],{},"International Clocks"," — live market hours for global exchanges",[26,1454,1455,1458],{},[29,1456,1457],{},"Economic Calendar"," — upcoming economic events and earnings dates for watchlist symbols",[1316,1460,1462],{"id":1461},"administration","Administration",[23,1464,1465,1471],{},[26,1466,1467,1470],{},[29,1468,1469],{},"Account Summary"," — balance, buying power, margin, and account status",[26,1472,1473,1476],{},[29,1474,1475],{},"Account Switcher"," — quick-access panel for multi-account users",[11,1478,1479],{},[360,1480,1052,1481,1485],{},[288,1482,1484],{"href":1483},"\u002Fwidgets","Widgets section"," for full list.",[15,1487,1489],{"id":1488},"performance","Performance",[11,1491,1492],{},"The dashboard engine only renders and updates widgets currently visible in the viewport. Widgets that scroll out of view pause their data subscriptions and resume when they come back into view. During high-volatility periods — FOMC, major earnings, market open — the platform stays responsive because it never wastes resources on hidden components.",[15,1494,1496],{"id":1495},"responsive-design","Responsive Design",[11,1498,1499],{},"Dashboards adapt to different screen sizes. The layout engine reflows widgets for tablet and mobile views while preserving your configured arrangement on desktop. For multi-monitor setups, open additional browser windows on different monitors — each window holds its own layout.",[15,1501,1503],{"id":1502},"widget-settings","Widget Settings",[11,1505,1506],{},"Each widget has its own configuration panel. Common settings include:",[23,1508,1509,1512,1515,1518],{},[26,1510,1511],{},"Symbol binding — pin the widget to a specific symbol or link it to the dashboard's \"active symbol\" (so clicking a symbol in the watchlist updates all linked widgets simultaneously)",[26,1513,1514],{},"Refresh interval override",[26,1516,1517],{},"Display density (compact \u002F normal \u002F expanded)",[26,1519,1520],{},"Color scheme overrides for individual widgets",[15,1522,1524],{"id":1523},"starter-templates","Starter Templates",[11,1526,1527],{},"If you're setting up LamaTrader for the first time, start from a curated template and modify from there:",[23,1529,1530,1536,1542,1548,1554],{},[26,1531,1532,1535],{},[29,1533,1534],{},"Day Trader"," — order pad, charts, Level 2, watchlist, and news",[26,1537,1538,1541],{},[29,1539,1540],{},"Swing Trader"," — multi-symbol watchlist, sector overview, portfolio P&L, and news",[26,1543,1544,1547],{},[29,1545,1546],{},"Options Trader"," — options chain, strategy panel, Greeks summary, and order form",[26,1549,1550,1553],{},[29,1551,1552],{},"Portfolio Manager"," — position list, allocation breakdown, performance chart, and AI chat",[26,1555,1556,1558],{},[29,1557,1297],{}," — large AI chat panel with supporting market data widgets",{"title":297,"searchDepth":298,"depth":298,"links":1560},[1561,1562,1563,1572,1573,1574,1575],{"id":1258,"depth":298,"text":1259},{"id":1268,"depth":298,"text":1269},{"id":1310,"depth":298,"text":1311,"children":1564},[1565,1567,1568,1569,1570,1571],{"id":1318,"depth":1566,"text":1319},3,{"id":1354,"depth":1566,"text":1355},{"id":898,"depth":1566,"text":1390},{"id":1413,"depth":1566,"text":1414},{"id":1437,"depth":1566,"text":1438},{"id":1461,"depth":1566,"text":1462},{"id":1488,"depth":298,"text":1489},{"id":1495,"depth":298,"text":1496},{"id":1502,"depth":298,"text":1503},{"id":1523,"depth":298,"text":1524},"LamaTrader's dashboard system is a fully customizable trading workspace — drag-and-drop layout canvas, 50+ professional widgets, unlimited named layouts, and per-account visual themes. Build the exact workspace your trading style requires.",{"type":8,"value":1578},[1579],[11,1580,1255],{},"\u002Ffeatures\u002Fdashboards_widgets.webp",{},{"title":1056,"description":1576},"features\u002Fdashboards-widgets",[1586,1587,321],"dashboards","widgets","PNBsnSDJpvB_rFPN1gQyUDnxGuzZCHKg9IJRQ-Q21SE",{"id":1590,"title":1591,"body":1592,"description":1803,"excerpt":1804,"extension":312,"image":1808,"meta":1809,"navigation":315,"path":1810,"seo":1811,"stem":1812,"tags":1813,"__hash__":1816},"features\u002Ffeatures\u002Fui-design.md","Intuitive and Consistent UI",{"type":8,"value":1593,"toc":1791},[1594,1597,1601,1604,1607,1611,1614,1617,1631,1634,1638,1641,1667,1670,1674,1677,1680,1684,1687,1707,1710,1714,1717,1720,1724,1727,1731,1734,1766,1774,1778,1781,1784,1788],[11,1595,1596],{},"LamaTrader is designed so that learning one part of the platform transfers immediately to every other part. The same interaction patterns — search, filtering, column configuration, drill-down, and navigation — work identically in the positions table, the order history, the options chain, and every other data surface. Spend time learning your trades, not learning the software.",[15,1598,1600],{"id":1599},"consistent-design-language","Consistent Design Language",[11,1602,1603],{},"Every component in LamaTrader — tables, forms, modals, widgets, navigation panels — is built from the same design system. Colors, typography, spacing, iconography, and interaction patterns are uniform across the entire platform. There are no \"legacy\" screens that look different from the rest, no feature that feels like it was bolted on after the fact.",[11,1605,1606],{},"This consistency means that when you encounter a new screen or widget for the first time, the patterns are already familiar. The buttons work the same way. The tables filter the same way. The forms behave the same way.",[15,1608,1610],{"id":1609},"universal-symbol-search","Universal Symbol Search",[11,1612,1613],{},"A single search field is always accessible from the keyboard shortcut or the search icon in the navigation bar. It searches across all asset types simultaneously — equities, ETFs, options underlyings, crypto, and index symbols — and returns results instantly.",[11,1615,1616],{},"Results show:",[23,1618,1619,1622,1625,1628],{},[26,1620,1621],{},"Symbol ticker",[26,1623,1624],{},"Full company or asset name",[26,1626,1627],{},"Asset type and exchange",[26,1629,1630],{},"Current price and daily change (for recently accessed symbols)",[11,1632,1633],{},"Recent symbols and your watchlist symbols are surfaced first. Select a result to open the symbol's quote page, open a chart, or add it to a watchlist — without leaving the current screen.",[15,1635,1637],{"id":1636},"table-filtering-and-search","Table Filtering and Search",[11,1639,1640],{},"Every data table in the platform — positions, order history, watchlist, options chain, trade history, most actives — has a consistent filtering system:",[23,1642,1643,1649,1655,1661],{},[26,1644,1645,1648],{},[29,1646,1647],{},"Text search"," — type to instantly filter rows by symbol, company name, or any visible text column",[26,1650,1651,1654],{},[29,1652,1653],{},"Column filters"," — click the filter icon on any column header to add a range, value, or multi-select filter",[26,1656,1657,1660],{},[29,1658,1659],{},"Quick filter presets"," — one-click filters for common cases (e.g. \"Today only,\" \"Losses only,\" \"Options only,\" \"Open only\")",[26,1662,1663,1666],{},[29,1664,1665],{},"Filter indicator"," — a badge shows how many filters are active and provides a one-click reset",[11,1668,1669],{},"Filters stack. Multiple active filters are applied simultaneously with AND logic. The active filter set persists within a session when you navigate away and return to the same table.",[15,1671,1673],{"id":1672},"sorting","Sorting",[11,1675,1676],{},"Click any column header to sort ascending. Click again to sort descending. A sort indicator arrow shows the active sort column and direction.",[11,1678,1679],{},"Hold Shift and click a second column header to add a secondary sort key. Multi-column sort is available in all major tables (positions, order history, options chain).",[15,1681,1683],{"id":1682},"column-configuration","Column Configuration",[11,1685,1686],{},"Right-click any column header to access the column configuration menu:",[23,1688,1689,1695,1701],{},[26,1690,1691,1694],{},[29,1692,1693],{},"Hide this column"," — remove columns you don't need",[26,1696,1697,1700],{},[29,1698,1699],{},"Show\u002Fhide columns"," — toggle any available column on or off from a complete list",[26,1702,1703,1706],{},[29,1704,1705],{},"Reset to defaults"," — restore the original column set",[11,1708,1709],{},"Drag column headers to reorder. Drag column dividers to resize. All settings persist per-table between sessions.",[15,1711,1713],{"id":1712},"drill-down-navigation","Drill-Down Navigation",[11,1715,1716],{},"Every summary view links to a detail view. Click a position row to see full fill history, Greeks history, and linked orders. Click an order row to see the full stage visualisation and per-fill breakdown. Click a symbol anywhere in the platform to see the full quote and chart.",[11,1718,1719],{},"Navigation is contextual — opening a detail view does not lose your place in the summary. Use the back navigation or close the detail panel to return exactly to where you were.",[15,1721,1723],{"id":1722},"responsive-data-density","Responsive Data Density",[11,1725,1726],{},"Data tables automatically adjust column visibility based on available panel width. In narrow widget layouts, lower-priority columns hide gracefully. As you resize the widget wider, additional columns appear. You always see the most relevant data for the current panel size, without horizontal scrolling.",[15,1728,1730],{"id":1729},"keyboard-navigation","Keyboard Navigation",[11,1732,1733],{},"LamaTrader supports full keyboard navigation throughout the platform:",[23,1735,1736,1742,1748,1754,1760],{},[26,1737,1738,1741],{},[29,1739,1740],{},"Tab"," — move focus between interactive elements",[26,1743,1744,1747],{},[29,1745,1746],{},"Arrow keys"," — navigate table rows",[26,1749,1750,1753],{},[29,1751,1752],{},"Enter"," — open the selected row's detail view",[26,1755,1756,1759],{},[29,1757,1758],{},"Escape"," — close detail panels, modals, and dropdowns",[26,1761,1762,1765],{},[29,1763,1764],{},"Keyboard shortcut layer"," — global shortcuts for opening the order form, symbol search, AI chat, and layout switching",[11,1767,1768,1769,1773],{},"The keyboard shortcut reference is available in Settings → Keyboard Shortcuts and as an overlay via the ",[1770,1771,1772],"code",{},"?"," shortcut key.",[15,1775,1777],{"id":1776},"dark-and-light-modes","Dark and Light Modes",[11,1779,1780],{},"LamaTrader ships with a professional dark mode as the default and a full light mode for bright environments. The global theme is set in appearance settings. Per-account themes (for multi-account users) override the global setting when that account is active.",[11,1782,1783],{},"All charts, widgets, and tables are fully rendered for both modes — no elements that look wrong in one theme or the other.",[15,1785,1787],{"id":1786},"accessibility","Accessibility",[11,1789,1790],{},"LamaTrader is built on accessible component foundations with proper ARIA labels, keyboard focus management, and sufficient color contrast ratios. Screen reader compatibility is maintained across navigation, forms, and status updates.",{"title":297,"searchDepth":298,"depth":298,"links":1792},[1793,1794,1795,1796,1797,1798,1799,1800,1801,1802],{"id":1599,"depth":298,"text":1600},{"id":1609,"depth":298,"text":1610},{"id":1636,"depth":298,"text":1637},{"id":1672,"depth":298,"text":1673},{"id":1682,"depth":298,"text":1683},{"id":1712,"depth":298,"text":1713},{"id":1722,"depth":298,"text":1723},{"id":1729,"depth":298,"text":1730},{"id":1776,"depth":298,"text":1777},{"id":1786,"depth":298,"text":1787},"LamaTrader is built with a single, coherent design language across every screen — consistent navigation, universal search, smart filtering, and a data-dense interface that rewards familiarity without requiring a learning curve.",{"type":8,"value":1805},[1806],[11,1807,1596],{},"\u002Ffeatures\u002Fui_design.webp",{},"\u002Ffeatures\u002Fui-design",{"title":1591,"description":1803},"features\u002Fui-design",[1814,1815,321],"ui","design","Dmen7kRSSk1BgoWT5pCjiHYMQbaAyqC2XYWb3UKLJWw",{"id":1818,"title":1819,"body":1820,"description":2038,"excerpt":2039,"extension":312,"image":2046,"meta":2047,"navigation":315,"path":2048,"seo":2049,"stem":2050,"tags":2051,"__hash__":2053},"features\u002Ffeatures\u002Fmulti-account.md","Multi-Account Support",{"type":8,"value":1821,"toc":2027},[1822,1831,1835,1839,1842,1845,1849,1852,1863,1866,1870,1873,1876,1887,1890,1893,1897,1900,1903,1917,1919,1922,1925,1928,1987,1990,1994,1997,2000,2004,2007,2010,2024],[11,1823,1824,1825,1830],{},"LamaTrader is well suited for traders who operate across more than one account. Connect your own accounts via ",[288,1826,1829],{"href":1827,"rel":1828},"https:\u002F\u002Falpaca.markets\u002Foauth",[920],"Alpaca OAuth"," and add additional accounts — live or paper, personal or delegated — using API key credentials. Switch between accounts instantly, with distinct visual themes that make it impossible to mistake which account is active.",[15,1832,1834],{"id":1833},"connecting-your-accounts","Connecting Your Accounts",[1316,1836,1838],{"id":1837},"alpaca-oauth-recommended-for-your-own-accounts","Alpaca OAuth (Recommended for Your Own Accounts)",[11,1840,1841],{},"Sign in with Alpaca OAuth and both your live trading account and paper trading account load automatically. No API keys to manage, no configuration required.",[11,1843,1844],{},"The OAuth flow is handled entirely through Alpaca's authorization server — LamaTrader never sees your Alpaca password. You can revoke access at any time from your Alpaca account dashboard. If you rotate your Alpaca credentials, the OAuth connection continues to work without any action on your part in LamaTrader.",[1316,1846,1848],{"id":1847},"api-key-and-secret-for-additional-accounts","API Key and Secret (For Additional Accounts)",[11,1850,1851],{},"Add any additional account by entering its Alpaca API key and secret in the account management panel. This supports:",[23,1853,1854,1857,1860],{},[26,1855,1856],{},"Additional personal accounts (e.g. a second brokerage account or a family member's account you manage)",[26,1858,1859],{},"Paper trading accounts configured separately from your primary paper account",[26,1861,1862],{},"Client or delegated accounts you've been authorized to trade on behalf of",[11,1864,1865],{},"API key-connected accounts work identically to OAuth-connected accounts within LamaTrader. All trading, analytics, and AI features are fully available.",[15,1867,1869],{"id":1868},"delegated-trading","Delegated Trading",[11,1871,1872],{},"The API key approach is specifically well-suited for power traders, advisors, and fund managers operating on behalf of others.",[11,1874,1875],{},"An account holder generates a trading API key from their Alpaca dashboard. This key grants:",[23,1877,1878,1881],{},[26,1879,1880],{},"View and execute access: positions, orders, market data, order placement",[26,1882,1883,1886],{},[29,1884,1885],{},"Does not grant",": fund withdrawals, banking operations, account security changes, or any action outside the trading API scope",[11,1888,1889],{},"The account holder shares the key and secret with you. You add it to LamaTrader. From that point, you can manage their portfolio in full — viewing positions, placing orders, monitoring P&L — without ever having access to their login credentials, withdrawal capabilities, or sensitive account settings.",[11,1891,1892],{},"The API permission boundary is enforced at the Alpaca level, not only by LamaTrader. The delegated account holder retains complete ownership and control of their funds.",[15,1894,1896],{"id":1895},"switching-between-accounts","Switching Between Accounts",[11,1898,1899],{},"All connected accounts are available from the account switcher, accessible from the navigation bar or via keyboard shortcut. Switching is instant — the platform updates immediately to show the positions, orders, and portfolio data of the selected account.",[11,1901,1902],{},"Each account maintains its own:",[23,1904,1905,1908,1911,1914],{},[26,1906,1907],{},"Active layout (you can configure a different dashboard layout per account)",[26,1909,1910],{},"Watchlists (or share watchlists across accounts, configurable)",[26,1912,1913],{},"AI chat history",[26,1915,1916],{},"Order history and fill records",[15,1918,1061],{"id":1060},[11,1920,1921],{},"Each account can be assigned a distinct visual theme — a color palette that changes the entire platform appearance when that account is active.",[11,1923,1924],{},"This is a safety feature. When you operate across multiple accounts, especially a mix of live and paper or multiple client accounts, the visual identity of the active account is immediately obvious. There is no ambiguity about which account you're about to place an order in.",[11,1926,1927],{},"Example setup:",[111,1929,1930,1942],{},[114,1931,1932],{},[117,1933,1934,1937,1940],{},[120,1935,1936],{},"Account",[120,1938,1939],{},"Type",[120,1941,1198],{},[127,1943,1944,1955,1966,1977],{},[117,1945,1946,1949,1952],{},[132,1947,1948],{},"Personal Live",[132,1950,1951],{},"Own account (OAuth)",[132,1953,1954],{},"Dark (default)",[117,1956,1957,1960,1963],{},[132,1958,1959],{},"Personal Paper",[132,1961,1962],{},"Own paper (OAuth)",[132,1964,1965],{},"Blue",[117,1967,1968,1971,1974],{},[132,1969,1970],{},"Client A",[132,1972,1973],{},"Delegated (API key)",[132,1975,1976],{},"Green",[117,1978,1979,1982,1984],{},[132,1980,1981],{},"Client B",[132,1983,1973],{},[132,1985,1986],{},"Amber",[11,1988,1989],{},"Configure themes in Account Settings → Appearance. The theme takes effect the moment you switch to that account.",[15,1991,1993],{"id":1992},"account-summary-per-account","Account Summary Per Account",[11,1995,1996],{},"The Account Summary widget shows balance, buying power, margin utilization, and day trade count for the currently active account. When you switch accounts, the widget updates to reflect the new account's state.",[11,1998,1999],{},"For multi-account overviews, the account switcher panel shows a summary row for each connected account — net liquidation value, day P&L, and account type — so you can assess all accounts at a glance before drilling into any one of them.",[15,2001,2003],{"id":2002},"paper-trading","Paper Trading",[11,2005,2006],{},"Paper trading accounts are treated identically to live accounts within LamaTrader. All features — advanced order types, options chain, AI assistant, Code Mode strategies, portfolio analytics — work in paper mode with real market data for pricing and simulated fills.",[11,2008,2009],{},"Use paper accounts to:",[23,2011,2012,2015,2018,2021],{},[26,2013,2014],{},"Test new strategies without risking capital",[26,2016,2017],{},"Practice advanced order types (bracket, OTO, OCO) before using them live",[26,2019,2020],{},"Evaluate Code Mode strategies against real market conditions",[26,2022,2023],{},"Onboard new traders or clients in a zero-risk environment",[11,2025,2026],{},"Assign a distinctive theme (e.g. blue) to all paper accounts to make the distinction from live accounts immediately clear.",{"title":297,"searchDepth":298,"depth":298,"links":2028},[2029,2033,2034,2035,2036,2037],{"id":1833,"depth":298,"text":1834,"children":2030},[2031,2032],{"id":1837,"depth":1566,"text":1838},{"id":1847,"depth":1566,"text":1848},{"id":1868,"depth":298,"text":1869},{"id":1895,"depth":298,"text":1896},{"id":1060,"depth":298,"text":1061},{"id":1992,"depth":298,"text":1993},{"id":2002,"depth":298,"text":2003},"LamaTrader supports unlimited trading accounts in a single workspace — connect via OAuth for instant access to your live and paper accounts, or add any number of additional accounts via API key for delegated trading. Per-account visual themes prevent accidental cross-account execution.",{"type":8,"value":2040},[2041],[11,2042,1824,2043,1830],{},[288,2044,1829],{"href":1827,"rel":2045},[920],"\u002Ffeatures\u002Fmulti_account.webp",{},"\u002Ffeatures\u002Fmulti-account",{"title":1819,"description":2038},"features\u002Fmulti-account",[2052,321],"accounts","HupjEbzNp6gDkTZoiJv98rVs_-_pYLXerOCIqlvvj1M",{"id":2055,"title":2056,"body":2057,"description":2344,"excerpt":2345,"extension":312,"image":2349,"meta":2350,"navigation":315,"path":2351,"seo":2352,"stem":2353,"tags":2354,"__hash__":2356},"features\u002Ffeatures\u002Foptions-trading.md","Options Trading",{"type":8,"value":2058,"toc":2336},[2059,2062,2066,2069,2074,2091,2096,2110,2113,2117,2120,2125,2218,2221,2225,2228,2260,2263,2267,2270,2273,2293,2296,2300,2303,2306,2309,2313,2316,2333],[11,2060,2061],{},"LamaTrader provides a complete professional options trading environment: a live multi-expiry options chain, a visual strategy builder for multi-leg positions, real-time combined Greek calculations, and automatic expiration alerts. Everything a professional options trader needs is available in one integrated workspace.",[15,2063,2065],{"id":2064},"options-chain-grid","Options Chain Grid",[11,2067,2068],{},"The options chain displays every available contract for a given underlying symbol and expiration, updated continuously from the live market data feed.",[11,2070,2071],{},[29,2072,2073],{},"Each row shows:",[23,2075,2076,2079,2082,2085,2088],{},[26,2077,2078],{},"Bid \u002F Ask \u002F Mid price with spread",[26,2080,2081],{},"Volume and Open Interest",[26,2083,2084],{},"Implied Volatility (IV) per contract",[26,2086,2087],{},"Delta, Gamma, Theta, Vega, Rho — live, per contract",[26,2089,2090],{},"Days to Expiration and Intrinsic \u002F Time Value breakdown",[11,2092,2093],{},[29,2094,2095],{},"Filtering options:",[23,2097,2098,2101,2104,2107],{},[26,2099,2100],{},"By moneyness: ITM \u002F ATM \u002F OTM",[26,2102,2103],{},"By option type: calls only, puts only, or both",[26,2105,2106],{},"By minimum volume or open interest",[26,2108,2109],{},"By custom strike range",[11,2111,2112],{},"Multiple expiration dates are available from a date picker. Switch expirations without losing your place in the chain.",[15,2114,2116],{"id":2115},"strategy-builder","Strategy Builder",[11,2118,2119],{},"The Strategy Builder lets you compose multi-leg options strategies from pre-built templates or from scratch. Select a template, and the builder pre-populates the leg structure with auto-selected strikes based on the live underlying price.",[11,2121,2122],{},[29,2123,2124],{},"Available templates:",[111,2126,2127,2137],{},[114,2128,2129],{},[117,2130,2131,2134],{},[120,2132,2133],{},"Strategy",[120,2135,2136],{},"Structure",[127,2138,2139,2147,2154,2162,2170,2178,2186,2194,2202,2210],{},[117,2140,2141,2144],{},[132,2142,2143],{},"Long \u002F Short Call",[132,2145,2146],{},"1 leg",[117,2148,2149,2152],{},[132,2150,2151],{},"Long \u002F Short Put",[132,2153,2146],{},[117,2155,2156,2159],{},[132,2157,2158],{},"Vertical Spread (Bull Call \u002F Bear Put)",[132,2160,2161],{},"2 legs, same expiry, different strikes",[117,2163,2164,2167],{},[132,2165,2166],{},"Straddle \u002F Strangle",[132,2168,2169],{},"2 legs, call + put",[117,2171,2172,2175],{},[132,2173,2174],{},"Calendar Spread",[132,2176,2177],{},"2 legs, same strike, different expirations",[117,2179,2180,2183],{},[132,2181,2182],{},"Diagonal Spread",[132,2184,2185],{},"2 legs, different strike and expiration",[117,2187,2188,2191],{},[132,2189,2190],{},"Butterfly",[132,2192,2193],{},"3 legs (1-2-1 ratio)",[117,2195,2196,2199],{},[132,2197,2198],{},"Broken Wing Butterfly (BWB)",[132,2200,2201],{},"3 legs, asymmetric wings",[117,2203,2204,2207],{},[132,2205,2206],{},"Iron Condor",[132,2208,2209],{},"4 legs, sell inner wings, buy outer wings",[117,2211,2212,2215],{},[132,2213,2214],{},"Iron Butterfly",[132,2216,2217],{},"4 legs, ATM short straddle + OTM wings",[11,2219,2220],{},"The platform detects your strategy type automatically as you add and adjust legs. Change any strike, expiration, or ratio — the builder updates the strategy label and recalculates risk metrics in real time.",[15,2222,2224],{"id":2223},"combined-greeks","Combined Greeks",[11,2226,2227],{},"The Strategy Panel shows net Greeks across all legs of a position simultaneously:",[23,2229,2230,2236,2242,2248,2254],{},[26,2231,2232,2235],{},[29,2233,2234],{},"Net Delta (Δ)"," — directional exposure. Positive = bullish bias, negative = bearish, near zero = market neutral.",[26,2237,2238,2241],{},[29,2239,2240],{},"Net Gamma (Γ)"," — rate of delta change. High gamma amplifies P&L swings near expiration.",[26,2243,2244,2247],{},[29,2245,2246],{},"Net Theta (Θ)"," — daily time decay in dollar terms. Negative = time decay hurts you (long premium); positive = time decay helps (short premium).",[26,2249,2250,2253],{},[29,2251,2252],{},"Net Vega (V)"," — sensitivity to implied volatility changes. High vega benefits from IV expansion; low or negative vega favors IV contraction.",[26,2255,2256,2259],{},[29,2257,2258],{},"Net Rho (ρ)"," — interest rate sensitivity. Relevant for longer-dated LEAPS positions.",[11,2261,2262],{},"Combined Greeks update in real time as legs are added, removed, or adjusted. The strategy panel also shows net premium (debit or credit), maximum profit, maximum loss, and breakeven prices where applicable.",[15,2264,2266],{"id":2265},"expiration-alerts-for-calendar-spreads","Expiration Alerts for Calendar Spreads",[11,2268,2269],{},"Calendar spreads carry a specific risk: the near-dated leg expires while the far-dated leg remains open. Forgetting to close or roll the near leg results in naked short exposure or unwanted assignment.",[11,2271,2272],{},"LamaTrader monitors all calendar spread positions and surfaces alerts as the near leg approaches expiration:",[23,2274,2275,2281,2287],{},[26,2276,2277,2280],{},[29,2278,2279],{},"8–30 DTE",": Informational notice in the strategy panel — begin planning your roll",[26,2282,2283,2286],{},[29,2284,2285],{},"≤7 DTE",": Prominent warning — near leg needs action soon",[26,2288,2289,2292],{},[29,2290,2291],{},"1 DTE \u002F Expiration Day",": Persistent alert — this leg expires today or tomorrow",[11,2294,2295],{},"Alerts appear in the platform UI and as toast notifications on the dashboard.",[15,2297,2299],{"id":2298},"placing-options-orders","Placing Options Orders",[11,2301,2302],{},"Options orders use the same trade form as equities. Select the contract from the chain grid or the strategy builder, choose direction (buy to open, sell to open, buy to close, sell to close), set quantity, and choose your order type.",[11,2304,2305],{},"Multi-leg strategies are submitted as combo orders — all legs route as a single order for net debit or net credit, reducing execution slippage versus legging in manually.",[11,2307,2308],{},"All options trading features work in paper trading mode. Use paper mode to practice strategy mechanics with real market data before committing capital.",[15,2310,2312],{"id":2311},"options-and-the-ai-assistant","Options and the AI Assistant",[11,2314,2315],{},"The LamaTrader AI has full access to the options chain, your open positions, and live Greeks. Use the AI to:",[23,2317,2318,2321,2324,2327,2330],{},[26,2319,2320],{},"Surface the contracts closest to your target delta for a given expiry",[26,2322,2323],{},"Calculate IV rank for an underlying symbol",[26,2325,2326],{},"Identify which of your open positions has the most theta decay today",[26,2328,2329],{},"Find strategies that match a directional and volatility outlook you describe in plain English",[26,2331,2332],{},"Check your net portfolio delta and suggest a hedge",[11,2334,2335],{},"Results appear as interactive widgets inline in the conversation — not as text tables.",{"title":297,"searchDepth":298,"depth":298,"links":2337},[2338,2339,2340,2341,2342,2343],{"id":2064,"depth":298,"text":2065},{"id":2115,"depth":298,"text":2116},{"id":2223,"depth":298,"text":2224},{"id":2265,"depth":298,"text":2266},{"id":2298,"depth":298,"text":2299},{"id":2311,"depth":298,"text":2312},"LamaTrader provides a complete professional options trading environment — full multi-expiry chains with live Greeks, a multi-leg strategy builder with auto-detection, real-time combined risk metrics, and smart expiration alerts.",{"type":8,"value":2346},[2347],[11,2348,2061],{},"\u002Ffeatures\u002Foptions_trading.webp",{},"\u002Ffeatures\u002Foptions-trading",{"title":2056,"description":2344},"features\u002Foptions-trading",[2355,321],"options","75_VreUL_LSgO0r0u4zzEGe1x1k1an21otqzpcuFRRk",{"id":2358,"title":2359,"body":2360,"description":2674,"excerpt":2675,"extension":312,"image":2679,"meta":2680,"navigation":315,"path":2681,"seo":2682,"stem":2683,"tags":2684,"__hash__":2686},"features\u002Ffeatures\u002Forder-execution.md","Order Execution",{"type":8,"value":2361,"toc":2664},[2362,2365,2369,2372,2409,2413,2416,2451,2454,2465,2468,2472,2477,2497,2502,2528,2534,2540,2544,2547,2572,2575,2579,2582,2602,2605,2609,2612,2626,2629,2633,2636,2639,2646,2650,2653],[11,2363,2364],{},"LamaTrader's order execution system is built for confidence and speed. Every order goes through a clear pre-submission review with live margin and buying power validation. The trade form is accessible from anywhere in the platform, pre-fills from context where possible, and supports the full range of order types from a simple market buy to a four-leg options combo.",[15,2366,2368],{"id":2367},"accessing-the-trade-form","Accessing the Trade Form",[11,2370,2371],{},"The order form is available from multiple entry points — whichever fits your workflow:",[23,2373,2374,2380,2386,2392,2398,2403],{},[26,2375,2376,2379],{},[29,2377,2378],{},"Click any symbol"," in a watchlist, chart, screener result, news feed, or options chain",[26,2381,2382,2385],{},[29,2383,2384],{},"Keyboard shortcut"," — open a new order form instantly from any screen",[26,2387,2388,2391],{},[29,2389,2390],{},"AI assistant"," — describe a trade in plain English; the AI pre-populates the form and opens it for your review",[26,2393,2394,2397],{},[29,2395,2396],{},"Options chain"," — click any bid or ask cell to add that contract as a leg",[26,2399,2400,2402],{},[29,2401,2116],{}," — compose a multi-leg strategy and submit as a combo order",[26,2404,2405,2408],{},[29,2406,2407],{},"Position list"," — open the close\u002Fadjust form directly from an existing position",[15,2410,2412],{"id":2411},"pre-trade-review","Pre-Trade Review",[11,2414,2415],{},"Before any order is submitted, LamaTrader presents a review step showing:",[23,2417,2418,2421,2427,2433,2439,2445],{},[26,2419,2420],{},"Order type, symbol, direction, quantity, and all price parameters",[26,2422,2423,2426],{},[29,2424,2425],{},"Estimated order value"," — the approximate dollar amount at the current market price",[26,2428,2429,2432],{},[29,2430,2431],{},"Available buying power"," and the impact this order would have on it",[26,2434,2435,2438],{},[29,2436,2437],{},"Margin requirement"," for the order (for margin accounts and options positions)",[26,2440,2441,2444],{},[29,2442,2443],{},"Commission and fee estimate"," (where applicable)",[26,2446,2447,2450],{},[29,2448,2449],{},"Symbol confirmation"," — full company name and exchange alongside the ticker to prevent fat-finger errors",[11,2452,2453],{},"For options orders, the review also shows:",[23,2455,2456,2459,2462],{},[26,2457,2458],{},"Each leg's contract symbol, expiration, strike, direction, and limit price",[26,2460,2461],{},"Net debit or net credit for multi-leg strategies",[26,2463,2464],{},"Estimated Greeks for the complete position after fill",[11,2466,2467],{},"Confirm or go back to adjust. Orders are not submitted until you explicitly confirm.",[15,2469,2471],{"id":2470},"order-form-fields","Order Form Fields",[11,2473,2474],{},[29,2475,2476],{},"Equity and ETF orders:",[23,2478,2479,2482,2485,2488,2491,2494],{},[26,2480,2481],{},"Symbol",[26,2483,2484],{},"Side (buy \u002F sell)",[26,2486,2487],{},"Quantity — by share count or dollar amount (fractional shares where eligible)",[26,2489,2490],{},"Order type (market \u002F limit \u002F stop \u002F stop-limit \u002F bracket \u002F OTO \u002F OCO \u002F trailing stop)",[26,2492,2493],{},"Time in force (day \u002F GTC \u002F IOC \u002F FOK)",[26,2495,2496],{},"Extended hours toggle (for pre\u002Fpost-market limit orders)",[11,2498,2499],{},[29,2500,2501],{},"Options orders:",[23,2503,2504,2507,2510,2513,2516,2519,2522,2525],{},[26,2505,2506],{},"Underlying symbol",[26,2508,2509],{},"Option type (call \u002F put)",[26,2511,2512],{},"Expiration date",[26,2514,2515],{},"Strike price",[26,2517,2518],{},"Side (buy to open \u002F sell to open \u002F buy to close \u002F sell to close)",[26,2520,2521],{},"Quantity (number of contracts)",[26,2523,2524],{},"Order type (market \u002F limit)",[26,2526,2527],{},"Net debit or net credit limit (for multi-leg combo orders)",[11,2529,2530,2533],{},[29,2531,2532],{},"Advanced order fields:","\nFor bracket orders: take-profit limit price, stop-loss price (absolute or percentage offsets from entry).\nFor OTO: primary order parameters + triggered secondary order parameters.\nFor OCO: two independent order configurations.",[11,2535,1052,2536,2539],{},[288,2537,2538],{"href":894},"Advanced Orders"," for full documentation.",[15,2541,2543],{"id":2542},"live-validation","Live Validation",[11,2545,2546],{},"The trade form validates in real time as you fill it in:",[23,2548,2549,2555,2560,2566],{},[26,2550,2551,2554],{},[29,2552,2553],{},"Buying power check"," — updates as you change quantity or order type; highlights in red if the order exceeds available buying power",[26,2556,2557,2559],{},[29,2558,2437],{}," — calculated live for margin accounts",[26,2561,2562,2565],{},[29,2563,2564],{},"Options contract validity"," — verifies the selected strike and expiration exists before submission",[26,2567,2568,2571],{},[29,2569,2570],{},"Quantity limits"," — checks against account-level position limits where applicable",[11,2573,2574],{},"Validation errors are shown inline next to the relevant field — not as a generic error after submission.",[15,2576,2578],{"id":2577},"market-vs-extended-hours","Market vs. Extended Hours",[11,2580,2581],{},"LamaTrader clearly indicates the current market session state in the trade form:",[23,2583,2584,2590,2596],{},[26,2585,2586,2589],{},[29,2587,2588],{},"Regular market hours",": all order types available",[26,2591,2592,2595],{},[29,2593,2594],{},"Pre\u002Fpost-market",": limit orders only; a toggle enables extended-hours order routing explicitly",[26,2597,2598,2601],{},[29,2599,2600],{},"Market closed (weekend\u002Fholiday)",": orders can be staged for next-day submission as GTC or day orders",[11,2603,2604],{},"The market status indicator in the navigation bar shows the current session state and time until next open or close.",[15,2606,2608],{"id":2607},"options-combo-orders","Options Combo Orders",[11,2610,2611],{},"Multi-leg options strategies (straddles, spreads, condors, butterflies) are submitted as combo orders — all legs route as a single order for a net debit or net credit. This is preferable to legging in manually for two reasons:",[647,2613,2614,2620],{},[26,2615,2616,2619],{},[29,2617,2618],{},"Price improvement",": combo orders negotiate the spread as a whole, often achieving better net pricing than buying and selling legs independently",[26,2621,2622,2625],{},[29,2623,2624],{},"Execution risk",": a combo order either fills all legs or none — there's no risk of a partial fill where you hold one leg without the other",[11,2627,2628],{},"The net debit or credit limit can be set in the trade form. The platform calculates a suggested limit based on current mid prices.",[15,2630,2632],{"id":2631},"post-submission","Post-Submission",[11,2634,2635],{},"After submission, the order immediately appears in the Open Orders panel with a \"Submitted\" status. Status transitions update in real time — you don't need to refresh to see fills.",[11,2637,2638],{},"For orders that fill quickly, a fill notification appears as a toast with the fill price and quantity. For partial fills, the notification shows the partial fill details and the remaining open quantity.",[11,2640,1052,2641,2645],{},[288,2642,2644],{"href":2643},"\u002Ffeatures\u002Forder-management","Order Management"," for full documentation on order lifecycle, multi-leg drill-down, and order history.",[15,2647,2649],{"id":2648},"paper-trading-execution","Paper Trading Execution",[11,2651,2652],{},"All order types and the full execution flow work identically in paper trading mode. Paper orders simulate fills against live market prices using the same logic as live orders. Use paper mode to:",[23,2654,2655,2658,2661],{},[26,2656,2657],{},"Practice the order form for unfamiliar order types before using them live",[26,2659,2660],{},"Test bracket and advanced order configurations without capital risk",[26,2662,2663],{},"Verify that a Code Mode strategy places orders as intended before running it live",{"title":297,"searchDepth":298,"depth":298,"links":2665},[2666,2667,2668,2669,2670,2671,2672,2673],{"id":2367,"depth":298,"text":2368},{"id":2411,"depth":298,"text":2412},{"id":2470,"depth":298,"text":2471},{"id":2542,"depth":298,"text":2543},{"id":2577,"depth":298,"text":2578},{"id":2607,"depth":298,"text":2608},{"id":2631,"depth":298,"text":2632},{"id":2648,"depth":298,"text":2649},"LamaTrader's order execution system supports the full range of order types, provides a clear pre-trade review flow, surfaces live buying power and margin checks before submission, and gives you complete visibility into every order from placement to final fill.",{"type":8,"value":2676},[2677],[11,2678,2364],{},"\u002Ffeatures\u002Forder_execution.webp",{},"\u002Ffeatures\u002Forder-execution",{"title":2359,"description":2674},"features\u002Forder-execution",[898,2685,321],"execution","OJ2vmwFT9yYiWp3jiPgN_PUdY54ZO3b60hckhropD_Y",{"id":2688,"title":2644,"body":2689,"description":2911,"excerpt":2912,"extension":312,"image":2916,"meta":2917,"navigation":315,"path":2643,"seo":2918,"stem":2919,"tags":2920,"__hash__":2921},"features\u002Ffeatures\u002Forder-management.md",{"type":8,"value":2690,"toc":2902},[2691,2694,2698,2701,2710,2713,2716,2720,2723,2746,2749,2753,2756,2773,2777,2780,2786,2792,2798,2804,2807,2810,2842,2845,2849,2852,2863,2866,2870,2873,2899],[11,2692,2693],{},"LamaTrader provides a complete order lifecycle management system. Every order — from a simple market buy to a four-leg options combo — moves through a clearly visualised status flow, with full drill-down into fills, partial executions, and linked legs. Understanding exactly what happened and why is never more than a click away.",[15,2695,2697],{"id":2696},"order-status-lifecycle","Order Status Lifecycle",[11,2699,2700],{},"Every order progresses through a defined set of stages. LamaTrader visualises the current stage and the full path from submission to resolution:",[2702,2703,2708],"pre",{"className":2704,"code":2706,"language":2707},[2705],"language-text","Submitted → Pending New → Accepted → Partially Filled → Filled\n                                 ↘ Cancelled\n                                 ↘ Rejected\n                                 ↘ Expired\n","text",[1770,2709,2706],{"__ignoreMap":297},[11,2711,2712],{},"The current stage is highlighted in the order detail view. Previous stages show their timestamps. For orders that end in a non-fill state (cancelled, rejected, expired), the reason is displayed alongside the terminal stage.",[11,2714,2715],{},"This stage visualisation makes it immediately clear whether a limit order is waiting in the queue, whether a fill is in progress, or whether a bracket's take-profit leg is still live after the entry filled.",[15,2717,2719],{"id":2718},"open-orders-panel","Open Orders Panel",[11,2721,2722],{},"The Open Orders widget shows all pending and partially filled orders in a live-updating table. Each row shows:",[23,2724,2725,2728,2731,2734,2737,2740,2743],{},[26,2726,2727],{},"Symbol and order type",[26,2729,2730],{},"Direction (buy\u002Fsell, long\u002Fshort)",[26,2732,2733],{},"Quantity ordered and quantity filled so far",[26,2735,2736],{},"Limit or stop price (where applicable)",[26,2738,2739],{},"Time in force (day, GTC, IOC, FOK)",[26,2741,2742],{},"Current status and time at current status",[26,2744,2745],{},"One-click cancel and replace actions",[11,2747,2748],{},"Sort and filter by symbol, status, order type, or time. For multi-account setups, filter by account.",[15,2750,2752],{"id":2751},"order-detail-view","Order Detail View",[11,2754,2755],{},"Click any order to open the full detail view:",[23,2757,2758,2761,2764,2767,2770],{},[26,2759,2760],{},"Complete stage visualisation with timestamps for each transition",[26,2762,2763],{},"Fill breakdown: average fill price, total filled quantity, per-fill records (time, quantity, price, exchange)",[26,2765,2766],{},"For partial fills: remaining unfilled quantity and estimated time-in-force expiry",[26,2768,2769],{},"Original order parameters vs. actual execution",[26,2771,2772],{},"Linked orders: for bracket orders, the take-profit and stop legs are shown together with their individual statuses",[15,2774,2776],{"id":2775},"multi-leg-order-drill-down","Multi-Leg Order Drill-Down",[11,2778,2779],{},"Bracket, OTO, OCO, and multi-leg options combo orders are displayed as a single logical unit with expandable leg detail.",[11,2781,2782,2785],{},[29,2783,2784],{},"Bracket order view:","\nThe parent entry order is shown with its two child orders (take-profit limit and stop-loss) nested below. The active leg is highlighted. When one leg fills (completing the bracket), the cancelled leg is shown in a muted state with a \"Cancelled — sibling filled\" label.",[11,2787,2788,2791],{},[29,2789,2790],{},"Multi-leg options combo view:","\nAll legs of an options strategy (e.g. a four-leg Iron Condor) are grouped under the parent combo order. Each leg shows its individual contract symbol, direction, fill price, and status. Net premium received or paid is calculated from the actual fill prices, not the estimated mid at order time.",[11,2793,2794,2797],{},[29,2795,2796],{},"OTO view:","\nThe primary order and its triggered secondary order are linked. The secondary order shows \"Pending — waiting for primary fill\" until the primary executes, then transitions to its own active lifecycle.",[11,2799,2800,2803],{},[29,2801,2802],{},"OCO view:","\nBoth orders are shown together. When one fills or triggers, the cancelled order is immediately updated with a \"Cancelled — sibling triggered\" label and timestamp.",[15,2805,1409],{"id":2806},"order-history",[11,2808,2809],{},"The Order History table shows all completed orders (filled, cancelled, rejected, expired) with full search and filter capabilities:",[23,2811,2812,2818,2824,2830,2836],{},[26,2813,2814,2817],{},[29,2815,2816],{},"Date range filter"," — today, this week, this month, custom range",[26,2819,2820,2823],{},[29,2821,2822],{},"Symbol search"," — filter to a specific symbol or underlying",[26,2825,2826,2829],{},[29,2827,2828],{},"Order type filter"," — show only brackets, only market orders, only options, etc.",[26,2831,2832,2835],{},[29,2833,2834],{},"Status filter"," — show only fills, only cancellations, etc.",[26,2837,2838,2841],{},[29,2839,2840],{},"Account filter"," — for multi-account users",[11,2843,2844],{},"Export order history to CSV for reconciliation, tax reporting, or external analysis.",[15,2846,2848],{"id":2847},"replace-and-cancel","Replace and Cancel",[11,2850,2851],{},"For open limit and stop orders, LamaTrader provides in-place replace without cancelling and re-entering:",[23,2853,2854,2857,2860],{},[26,2855,2856],{},"Modify limit price, stop price, or quantity on any eligible open order",[26,2858,2859],{},"Replace is submitted as an atomic operation — the original order is not cancelled unless the replace is accepted",[26,2861,2862],{},"Bracket child orders (take-profit and stop) can be modified individually after the parent entry fills",[11,2864,2865],{},"Cancel single orders or cancel all open orders for a symbol with one click. Cancel all open orders across the account is available from the account management panel.",[15,2867,2869],{"id":2868},"notifications","Notifications",[11,2871,2872],{},"Configure per-order and per-account notifications for key lifecycle events:",[23,2874,2875,2881,2887,2893],{},[26,2876,2877,2880],{},[29,2878,2879],{},"Fill notifications"," — immediate toast notification with fill price and quantity",[26,2882,2883,2886],{},[29,2884,2885],{},"Partial fill updates"," — notification on each partial fill for large orders",[26,2888,2889,2892],{},[29,2890,2891],{},"Rejection alerts"," — immediate notification with rejection reason",[26,2894,2895,2898],{},[29,2896,2897],{},"Bracket triggers"," — notification when a take-profit or stop-loss leg fires",[11,2900,2901],{},"Notifications are configurable in Settings → Notifications. Sound alerts are available alongside on-screen toasts.",{"title":297,"searchDepth":298,"depth":298,"links":2903},[2904,2905,2906,2907,2908,2909,2910],{"id":2696,"depth":298,"text":2697},{"id":2718,"depth":298,"text":2719},{"id":2751,"depth":298,"text":2752},{"id":2775,"depth":298,"text":2776},{"id":2806,"depth":298,"text":1409},{"id":2847,"depth":298,"text":2848},{"id":2868,"depth":298,"text":2869},"LamaTrader provides a complete order navigation and review system — live order status with stage-by-stage visualisation, full fill history, multi-leg order drill-down, and a consistent interface for every order type from simple market orders to complex options combos.",{"type":8,"value":2913},[2914],[11,2915,2693],{},"\u002Ffeatures\u002Forder_management.webp",{},{"title":2644,"description":2911},"features\u002Forder-management",[898,321],"J1PhRIUq-EPoj4DfgCD4Nt5IV6R86yZ9cX0E6wrR0bw",{"id":2923,"title":2924,"body":2925,"description":3227,"excerpt":3228,"extension":312,"image":3232,"meta":3233,"navigation":315,"path":3234,"seo":3235,"stem":3236,"tags":3237,"__hash__":3240},"features\u002Ffeatures\u002Fportfolio-analysis.md","Portfolio and Position Analysis",{"type":8,"value":2926,"toc":3217},[2927,2930,2933,2936,2974,2977,2981,2984,2989,3015,3021,3041,3045,3048,3068,3072,3075,3107,3110,3114,3117,3137,3140,3143,3146,3149,3163,3167,3170,3187,3190,3194,3197,3214],[11,2928,2929],{},"LamaTrader's portfolio analytics system provides a live, comprehensive view of your trading account — from top-level P&L to the individual Greeks of a single options leg. Every metric updates in real time as prices move. Drill from the aggregate view into a single position in seconds.",[15,2931,1362],{"id":2932},"portfolio-overview",[11,2934,2935],{},"The Portfolio Overview widget shows your account's top-level financial state:",[23,2937,2938,2944,2950,2956,2962,2968],{},[26,2939,2940,2943],{},[29,2941,2942],{},"Net Liquidation Value"," — total account value if all positions were closed at current prices",[26,2945,2946,2949],{},[29,2947,2948],{},"Unrealized P&L"," — open position gain\u002Floss in dollars and percentage",[26,2951,2952,2955],{},[29,2953,2954],{},"Realized P&L"," — closed position gain\u002Floss for the current session and YTD",[26,2957,2958,2961],{},[29,2959,2960],{},"Cash Balance"," — available settled cash",[26,2963,2964,2967],{},[29,2965,2966],{},"Buying Power"," — available margin and purchasing power for new positions",[26,2969,2970,2973],{},[29,2971,2972],{},"Day Trading Buying Power"," — for margin accounts with pattern day trader status",[11,2975,2976],{},"All values update continuously as underlying prices move.",[15,2978,2980],{"id":2979},"position-list","Position List",[11,2982,2983],{},"The Positions widget lists all open positions with configurable columns. Available data per position:",[11,2985,2986],{},[29,2987,2988],{},"Equities and ETFs:",[23,2990,2991,2994,2997,3000,3003,3006,3009,3012],{},[26,2992,2993],{},"Symbol and company name",[26,2995,2996],{},"Quantity (positive = long, negative = short)",[26,2998,2999],{},"Average entry price",[26,3001,3002],{},"Current market price (live)",[26,3004,3005],{},"Market value (current price × quantity)",[26,3007,3008],{},"Unrealized P&L ($) and Unrealized P&L (%)",[26,3010,3011],{},"Today's P&L ($) — move since prior close",[26,3013,3014],{},"Cost basis",[11,3016,3017,3020],{},[29,3018,3019],{},"Options positions:","\nAll equity fields, plus:",[23,3022,3023,3026,3029,3032,3035,3038],{},[26,3024,3025],{},"Contract type (call\u002Fput), strike, expiration",[26,3027,3028],{},"Days to Expiration (DTE)",[26,3030,3031],{},"Implied Volatility",[26,3033,3034],{},"Delta, Gamma, Theta, Vega per contract",[26,3036,3037],{},"Multiplied Greeks (×100) for full position exposure",[26,3039,3040],{},"Time Value and Intrinsic Value",[15,3042,3044],{"id":3043},"individual-position-drill-down","Individual Position Drill-Down",[11,3046,3047],{},"Click any position to open the full position detail panel:",[23,3049,3050,3053,3056,3059,3062,3065],{},[26,3051,3052],{},"Complete entry history — if a position was built up over multiple fills, each fill is shown with date, quantity, and price",[26,3054,3055],{},"P&L chart — position value over time since entry",[26,3057,3058],{},"Greeks history for options positions",[26,3060,3061],{},"Linked orders — any open bracket, stop, or limit orders associated with the position",[26,3063,3064],{},"Linked news — recent headlines for the underlying symbol",[26,3066,3067],{},"Quick actions — add to watchlist, open chart, open order form to close or adjust",[15,3069,3071],{"id":3070},"portfolio-level-greeks","Portfolio-Level Greeks",[11,3073,3074],{},"For accounts with options positions, the Portfolio Greeks panel shows net exposure across all positions:",[23,3076,3077,3083,3089,3095,3101],{},[26,3078,3079,3082],{},[29,3080,3081],{},"Net Portfolio Delta"," — total directional exposure in delta-equivalent shares",[26,3084,3085,3088],{},[29,3086,3087],{},"Net Portfolio Gamma"," — aggregate gamma, showing how much delta will change if the market moves",[26,3090,3091,3094],{},[29,3092,3093],{},"Net Portfolio Theta"," — total daily time decay in dollar terms across all options",[26,3096,3097,3100],{},[29,3098,3099],{},"Net Portfolio Vega"," — total sensitivity to implied volatility changes",[26,3102,3103,3106],{},[29,3104,3105],{},"Delta by Underlying"," — net delta broken down by each underlying symbol, showing where directional concentration exists",[11,3108,3109],{},"These metrics are essential for managing a portfolio of options positions. Knowing your net portfolio delta tells you whether you're positioned directionally without having to sum individual positions manually.",[15,3111,3113],{"id":3112},"sector-and-asset-class-allocation","Sector and Asset Class Allocation",[11,3115,3116],{},"The Allocation widget breaks your portfolio down by:",[23,3118,3119,3125,3131],{},[26,3120,3121,3124],{},[29,3122,3123],{},"Asset class"," — equities, ETFs, options, crypto",[26,3126,3127,3130],{},[29,3128,3129],{},"Sector"," — for equities and sector ETFs: technology, healthcare, financials, energy, consumer discretionary, etc.",[26,3132,3133,3136],{},[29,3134,3135],{},"Concentration"," — largest positions as a percentage of total portfolio value",[11,3138,3139],{},"Displayed as both a visual chart and a ranked table. Use this view to spot unintended concentration before it becomes a risk problem.",[15,3141,1380],{"id":3142},"performance-chart",[11,3144,3145],{},"The Performance widget shows historical portfolio value over time. Configurable time ranges: today, 1 week, 1 month, 3 months, 6 months, YTD, 1 year, all time.",[11,3147,3148],{},"The chart shows:",[23,3150,3151,3154,3157,3160],{},[26,3152,3153],{},"Portfolio net liquidation value over the selected period",[26,3155,3156],{},"Cumulative P&L",[26,3158,3159],{},"Daily P&L bars (positive\u002Fnegative)",[26,3161,3162],{},"Comparison against a benchmark (SPY by default, configurable)",[15,3164,3166],{"id":3165},"closed-position-history","Closed Position History",[11,3168,3169],{},"The closed position history table shows all positions you've exited, with:",[23,3171,3172,3175,3178,3181,3184],{},[26,3173,3174],{},"Entry date and exit date",[26,3176,3177],{},"Average entry price and average exit price",[26,3179,3180],{},"Gross P&L and net P&L",[26,3182,3183],{},"Hold duration",[26,3185,3186],{},"Strategy type (for options positions)",[11,3188,3189],{},"Filter by date range, symbol, asset class, and profit\u002Floss. Sort by any column. Export to CSV for tax preparation or external performance analysis.",[15,3191,3193],{"id":3192},"ai-integration","AI Integration",[11,3195,3196],{},"The AI assistant has full access to portfolio analytics in real time. Use it to:",[23,3198,3199,3202,3205,3208,3211],{},[26,3200,3201],{},"\"What's my biggest single-position risk?\"",[26,3203,3204],{},"\"How much theta am I collecting per day across all my short options?\"",[26,3206,3207],{},"\"Which sector am I most concentrated in?\"",[26,3209,3210],{},"\"Show me all positions where I'm down more than 5%\"",[26,3212,3213],{},"\"What would a 3% drop in the S&P do to my portfolio value?\"",[11,3215,3216],{},"The AI surfaces answers as interactive widgets — not text tables — so you can act on the information immediately.",{"title":297,"searchDepth":298,"depth":298,"links":3218},[3219,3220,3221,3222,3223,3224,3225,3226],{"id":2932,"depth":298,"text":1362},{"id":2979,"depth":298,"text":2980},{"id":3043,"depth":298,"text":3044},{"id":3070,"depth":298,"text":3071},{"id":3112,"depth":298,"text":3113},{"id":3142,"depth":298,"text":1380},{"id":3165,"depth":298,"text":3166},{"id":3192,"depth":298,"text":3193},"LamaTrader's portfolio analytics layer gives you a real-time view of your complete financial picture — unrealized and realized P&L, sector allocation, Greeks exposure, individual position drill-down, and performance over time.",{"type":8,"value":3229},[3230],[11,3231,2929],{},"\u002Ffeatures\u002Fportfolio_analysis.webp",{},"\u002Ffeatures\u002Fportfolio-analysis",{"title":2924,"description":3227},"features\u002Fportfolio-analysis",[3238,3239,321],"portfolio","analytics","GimnKs412tcTkF5e7G5rc25cPuSiMfZXZT1Npd4wmlw",{"id":3242,"title":3243,"body":3244,"description":3441,"excerpt":3442,"extension":312,"image":3446,"meta":3447,"navigation":315,"path":3448,"seo":3449,"stem":3450,"tags":3451,"__hash__":3453},"features\u002Ffeatures\u002Fsecurity.md","Security",{"type":8,"value":3245,"toc":3427},[3246,3249,3253,3256,3259,3262,3266,3269,3286,3290,3293,3297,3300,3303,3307,3310,3342,3346,3349,3352,3356,3359,3385,3388,3392,3395,3398,3402,3422],[11,3247,3248],{},"LamaTrader is designed around the principle that a trading platform has no tolerance for security shortcuts. Your brokerage credentials, your positions, and your financial data require protection that goes beyond standard web application practices. Every layer of the platform — authentication, credential storage, data transmission, and API access — is built with this in mind.",[15,3250,3252],{"id":3251},"authentication","Authentication",[1316,3254,1829],{"id":3255},"alpaca-oauth",[11,3257,3258],{},"The recommended authentication path is Alpaca OAuth. LamaTrader never sees your Alpaca password. The authorization flow happens entirely on Alpaca's servers — you log in to Alpaca, grant LamaTrader's specific requested permissions, and an authorization token is returned. No credential is ever transmitted to or stored on LamaTrader's servers.",[11,3260,3261],{},"You can review and revoke LamaTrader's OAuth authorization at any time from your Alpaca account security settings. Revoking access immediately disconnects the platform.",[1316,3263,3265],{"id":3264},"platform-authentication","Platform Authentication",[11,3267,3268],{},"LamaTrader uses Better Auth for platform session management. Authentication supports:",[23,3270,3271,3274,3277,3280,3283],{},[26,3272,3273],{},"Email and password with secure hashed credential storage",[26,3275,3276],{},"Social login providers (Google, GitHub) where configured",[26,3278,3279],{},"Session tokens with configurable expiry",[26,3281,3282],{},"Device approval for new login locations — unknown devices require explicit approval before access is granted",[26,3284,3285],{},"Concurrent session management — view and revoke all active sessions from account settings",[15,3287,3289],{"id":3288},"encrypted-credential-storage","Encrypted Credential Storage",[11,3291,3292],{},"When you add brokerage accounts via API key and secret (for delegated or additional accounts), those credentials are stored encrypted at rest. The encryption key is derived from your account credentials — stored credentials cannot be decrypted without your active authenticated session.",[1316,3294,3296],{"id":3295},"client-side-encryption-mode","Client-Side Encryption Mode",[11,3298,3299],{},"For traders with strict data privacy requirements, LamaTrader supports a client-side encryption mode. In this mode, sensitive account data (API keys, personal preferences, watchlists) is encrypted in the browser before being sent to any server. The server stores only ciphertext it cannot read.",[11,3301,3302],{},"This mode ensures that even in the event of a server-side breach, your brokerage credentials remain protected. The trade-off is that data cannot be recovered if you lose your encryption passphrase — there is no server-side recovery path by design.",[15,3304,3306],{"id":3305},"cloudflare-infrastructure","Cloudflare Infrastructure",[11,3308,3309],{},"LamaTrader's backend runs on Cloudflare's global edge network, which provides:",[23,3311,3312,3318,3324,3330,3336],{},[26,3313,3314,3317],{},[29,3315,3316],{},"TLS encryption on all connections"," — all data in transit between your browser and LamaTrader's servers is encrypted via HTTPS. Unencrypted connections are rejected.",[26,3319,3320,3323],{},[29,3321,3322],{},"DDoS protection"," — Cloudflare's network absorbs volumetric attacks before they reach the application layer, maintaining availability during market hours.",[26,3325,3326,3329],{},[29,3327,3328],{},"WAF (Web Application Firewall)"," — automated filtering of malicious request patterns, SQL injection, XSS, and other OWASP Top 10 attack vectors.",[26,3331,3332,3335],{},[29,3333,3334],{},"Bot protection"," — rate limiting and bot scoring on authentication endpoints to protect against credential stuffing attacks.",[26,3337,3338,3341],{},[29,3339,3340],{},"Global edge deployment"," — requests are served from the data center closest to you, reducing latency and limiting data traversal across the public internet.",[15,3343,3345],{"id":3344},"api-permission-boundaries","API Permission Boundaries",[11,3347,3348],{},"When a brokerage account is connected via API key, the permissions granted are scoped to what that key was created with on Alpaca's side. LamaTrader enforces an additional layer: it only requests the permissions it needs (trading and market data) and does not expose endpoints for operations outside that scope.",[11,3350,3351],{},"For delegated trading specifically: a trading API key does not grant withdrawal, banking, or account management capabilities. These functions require separate authentication on Alpaca's platform. A power trader operating on someone else's behalf through LamaTrader cannot withdraw funds or access sensitive account settings — by design, at the API level.",[15,3353,3355],{"id":3354},"code-mode-sandbox-security","Code Mode Sandbox Security",[11,3357,3358],{},"AI Code Mode strategies execute inside a QuickJS sandbox — an isolated JavaScript runtime that enforces:",[23,3360,3361,3367,3373,3379],{},[26,3362,3363,3366],{},[29,3364,3365],{},"No filesystem access"," — strategies cannot read or write files on the host system",[26,3368,3369,3372],{},[29,3370,3371],{},"No arbitrary network access"," — all HTTP calls are proxied through LamaTrader's API gateway; requests to external URLs are blocked",[26,3374,3375,3378],{},[29,3376,3377],{},"Resource limits"," — CPU time and memory are capped to prevent runaway execution",[26,3380,3381,3384],{},[29,3382,3383],{},"Audit logging"," — every strategy execution is logged with full input, output, and action records",[11,3386,3387],{},"You review and approve every strategy before it runs. The sandbox enforces technical boundaries after you do.",[15,3389,3391],{"id":3390},"data-retention-and-privacy","Data Retention and Privacy",[11,3393,3394],{},"LamaTrader does not sell or share your trading data with third parties. Market data and position information displayed in the platform are sourced from Alpaca and used only to power the features you're actively using.",[11,3396,3397],{},"AI conversation content sent to third-party providers (OpenAI, Anthropic, Google Gemini, DeepSeek, Qwen) is governed by those providers' respective privacy policies. For traders who require that no data leaves their local environment, the Ollama integration runs AI models entirely on-device — no conversation content or position data is transmitted externally.",[15,3399,3401],{"id":3400},"security-best-practices-for-users","Security Best Practices for Users",[23,3403,3404,3407,3410,3413,3416,3419],{},[26,3405,3406],{},"Use a strong, unique password for your LamaTrader account",[26,3408,3409],{},"Enable device approval to prevent unauthorized logins from new locations",[26,3411,3412],{},"Use OAuth where possible — avoid storing API keys if OAuth covers your use case",[26,3414,3415],{},"For delegated accounts you manage, ensure the account holder creates a dedicated trading-only API key with minimum necessary permissions",[26,3417,3418],{},"Review your active sessions periodically and revoke any you don't recognize",[26,3420,3421],{},"Use the Ollama integration if you're not comfortable with your position data reaching third-party AI providers",[11,3423,3424,3425,638],{},"Report security concerns to ",[288,3426,859],{"href":858},{"title":297,"searchDepth":298,"depth":298,"links":3428},[3429,3433,3436,3437,3438,3439,3440],{"id":3251,"depth":298,"text":3252,"children":3430},[3431,3432],{"id":3255,"depth":1566,"text":1829},{"id":3264,"depth":1566,"text":3265},{"id":3288,"depth":298,"text":3289,"children":3434},[3435],{"id":3295,"depth":1566,"text":3296},{"id":3305,"depth":298,"text":3306},{"id":3344,"depth":298,"text":3345},{"id":3354,"depth":298,"text":3355},{"id":3390,"depth":298,"text":3391},{"id":3400,"depth":298,"text":3401},"LamaTrader is built with security as a foundational requirement — OAuth authentication, encrypted credential storage, Cloudflare's global edge network, client-side encryption options, and strict API permission boundaries for delegated accounts.",{"type":8,"value":3443},[3444],[11,3445,3248],{},"\u002Ffeatures\u002Fsecurity.webp",{},"\u002Ffeatures\u002Fsecurity",{"title":3243,"description":3441},"features\u002Fsecurity",[3452,321],"security","RVg7j0VMsLnbZ7ZB-zPv1hbWkCW1ooR5oF1bt_rBV9I",{"id":3455,"title":3456,"body":3457,"description":3679,"excerpt":3680,"extension":312,"image":3684,"meta":3685,"navigation":315,"path":3686,"seo":3687,"stem":3688,"tags":3689,"__hash__":3691},"features\u002Ffeatures\u002Fstock-trading.md","Stock Trading",{"type":8,"value":3458,"toc":3668},[3459,3462,3464,3467,3481,3483,3486,3575,3580,3584,3587,3590,3594,3597,3600,3604,3607,3621,3624,3626,3629,3632,3636,3639,3642,3644,3647,3658,3661,3665],[11,3460,3461],{},"LamaTrader connects to the broker's equities trading infrastructure to provide real-time quotes, advanced order types, fractional share support, and extended-hours trading for US-listed stocks and ETFs. Trading is fully integrated with the rest of the platform — charts, watchlists, portfolio analytics, and the AI assistant all share live position and order data.",[15,3463,912],{"id":911},[11,3465,3466],{},"LamaTrader supports trading for all US equities and ETFs available on the broker's platform, including:",[23,3468,3469,3472,3475,3478],{},[26,3470,3471],{},"NYSE and NASDAQ-listed stocks",[26,3473,3474],{},"ETFs (sector, thematic, index, leveraged, inverse)",[26,3476,3477],{},"ADRs for major international companies listed on US exchanges",[26,3479,3480],{},"Fractional shares for eligible symbols",[15,3482,935],{"id":934},[11,3484,3485],{},"All standard and advanced order types are available:",[111,3487,3488,3498],{},[114,3489,3490],{},[117,3491,3492,3495],{},[120,3493,3494],{},"Order Type",[120,3496,3497],{},"Description",[127,3499,3500,3509,3518,3527,3536,3545,3555,3565],{},[117,3501,3502,3506],{},[132,3503,3504],{},[29,3505,808],{},[132,3507,3508],{},"Execute immediately at the best available price",[117,3510,3511,3515],{},[132,3512,3513],{},[29,3514,811],{},[132,3516,3517],{},"Execute only at your specified price or better",[117,3519,3520,3524],{},[132,3521,3522],{},[29,3523,814],{},[132,3525,3526],{},"Trigger a market order when price reaches your stop level",[117,3528,3529,3533],{},[132,3530,3531],{},[29,3532,817],{},[132,3534,3535],{},"Trigger a limit order when price reaches your stop level",[117,3537,3538,3542],{},[132,3539,3540],{},[29,3541,820],{},[132,3543,3544],{},"Entry order with automatic take-profit and stop-loss",[117,3546,3547,3552],{},[132,3548,3549,3551],{},[29,3550,823],{}," (One-Triggers-Other)",[132,3553,3554],{},"Primary order triggers a secondary order on fill",[117,3556,3557,3562],{},[132,3558,3559,3561],{},[29,3560,827],{}," (One-Cancels-Other)",[132,3563,3564],{},"Two orders where the first fill cancels the other",[117,3566,3567,3572],{},[132,3568,3569],{},[29,3570,3571],{},"Trailing Stop",[132,3573,3574],{},"Stop that follows the price at a fixed offset or percentage",[11,3576,1052,3577,3579],{},[288,3578,2538],{"href":894}," for full documentation on Bracket, OTO, and OCO orders.",[15,3581,3583],{"id":3582},"extended-hours-trading","Extended Hours Trading",[11,3585,3586],{},"LamaTrader supports pre-market and post-market trading sessions where the underlying broker provides access. Extended-hours orders are submitted as limit orders — market orders are not available outside regular trading hours.",[11,3588,3589],{},"The platform clearly indicates when the market is outside regular session hours and labels fills accordingly in order history.",[15,3591,3593],{"id":3592},"fractional-shares","Fractional Shares",[11,3595,3596],{},"For eligible symbols, you can specify an order in dollar amount rather than share count. This allows precise position sizing regardless of share price — a $500 position in a $1,200 stock is fully supported.",[11,3598,3599],{},"Fractional shares are available for market and limit orders during regular trading hours.",[15,3601,3603],{"id":3602},"trade-form","Trade Form",[11,3605,3606],{},"The trade form is accessible from anywhere in the platform:",[23,3608,3609,3612,3615,3618],{},[26,3610,3611],{},"Click any symbol in the watchlist, chart, screener, or news feed",[26,3613,3614],{},"Use the keyboard shortcut to open a new order form",[26,3616,3617],{},"Ask the AI assistant to set up a trade — it pre-populates the form",[26,3619,3620],{},"Click a contract in the options chain for an equity options order",[11,3622,3623],{},"The form shows your current position in the symbol (if any), available buying power, estimated order value, and commission information before you confirm.",[15,3625,991],{"id":990},[11,3627,3628],{},"LamaTrader integrates TradingView-powered charts with a full suite of indicators and drawing tools. Charts are linked to the trade form — click any price level on the chart to pre-fill a limit or stop order at that level.",[11,3630,3631],{},"Available chart types: candlestick, Heikin-Ashi, line, area, bar. Timeframes from 1-minute to monthly. Indicators including VWAP, moving averages, RSI, MACD, Bollinger Bands, ATR, and more.",[15,3633,3635],{"id":3634},"order-lifecycle-and-history","Order Lifecycle and History",[11,3637,3638],{},"Every order moves through a visible status lifecycle: submitted → pending → accepted → partially filled → filled (or cancelled\u002Frejected). The order management panel shows the current status of all open orders and the full fill history for completed orders.",[11,3640,3641],{},"For partial fills, LamaTrader shows fill price, filled quantity, and remaining quantity. Multi-leg orders (bracket, OTO, OCO) display as a grouped unit with the status of each leg visible individually.",[15,3643,2003],{"id":2002},[11,3645,3646],{},"All equities trading features work identically in paper trading mode. Paper mode uses real market data for pricing and simulates fills against the live market. Use it to:",[23,3648,3649,3652,3655],{},[26,3650,3651],{},"Test new order types before using them in a live account",[26,3653,3654],{},"Practice position sizing and risk management",[26,3656,3657],{},"Run through strategies with real market conditions, zero capital risk",[11,3659,3660],{},"Switch between live and paper accounts from the account selector — each has its own distinct visual theme to prevent accidental live-account orders.",[15,3662,3664],{"id":3663},"integration-with-the-rest-of-the-platform","Integration With the Rest of the Platform",[11,3666,3667],{},"Stock positions feed into the portfolio analytics engine automatically. Open a position and it immediately appears in your P&L summary, sector allocation breakdown, and AI context. The AI assistant can reference your stock positions when answering questions about portfolio risk, hedging, or trade ideas.",{"title":297,"searchDepth":298,"depth":298,"links":3669},[3670,3671,3672,3673,3674,3675,3676,3677,3678],{"id":911,"depth":298,"text":912},{"id":934,"depth":298,"text":935},{"id":3582,"depth":298,"text":3583},{"id":3592,"depth":298,"text":3593},{"id":3602,"depth":298,"text":3603},{"id":990,"depth":298,"text":991},{"id":3634,"depth":298,"text":3635},{"id":2002,"depth":298,"text":2003},{"id":3663,"depth":298,"text":3664},"LamaTrader provides professional-grade equities trading — real-time quotes, advanced charts, fractional shares, pre\u002Fpost-market trading, and a full order type suite.",{"type":8,"value":3681},[3682],[11,3683,3461],{},"\u002Ffeatures\u002Fstock_trading.webp",{},"\u002Ffeatures\u002Fstock-trading",{"title":3456,"description":3679},"features\u002Fstock-trading",[3690,321],"stocks","728k9dPm46TSyoZH-MFE6u1b6aovCH-5eUUyAsHu8bs",{"id":3693,"title":1126,"body":3694,"description":3891,"excerpt":3892,"extension":312,"image":3896,"meta":3897,"navigation":315,"path":1125,"seo":3898,"stem":3899,"tags":3900,"__hash__":3902},"features\u002Ffeatures\u002Fwatchlists.md",{"type":8,"value":3695,"toc":3881},[3696,3699,3703,3706,3709,3712,3716,3719,3782,3785,3789,3792,3796,3799,3813,3816,3820,3823,3837,3840,3843,3847,3850,3864,3867,3871,3874,3878],[11,3697,3698],{},"Watchlists in LamaTrader are live symbol lists that connect to every other part of the platform. Click a symbol in a watchlist and it simultaneously updates linked charts, populates the order form, and feeds context to the AI assistant. Add as many watchlists as you need, organize symbols however makes sense for your workflow, and set price alerts that fire when conditions are met.",[15,3700,3702],{"id":3701},"creating-and-managing-watchlists","Creating and Managing Watchlists",[11,3704,3705],{},"Create an unlimited number of watchlists from the Watchlist widget settings or the account preferences panel. Give each one a name — \"Core Holdings,\" \"Earnings Watch,\" \"Options Universe,\" \"Crypto Watchlist\" — and populate it by typing or searching for symbols.",[11,3707,3708],{},"Symbols within a watchlist can be reordered by drag-and-drop. Remove any symbol with a single click. Duplicate a watchlist as a starting point for a new one.",[11,3710,3711],{},"Multiple watchlists can be open simultaneously across different widgets on the same dashboard. Each widget maintains its own active watchlist independently.",[15,3713,3715],{"id":3714},"live-quote-columns","Live Quote Columns",[11,3717,3718],{},"The watchlist table shows configurable columns per symbol. Available data points include:",[23,3720,3721,3727,3737,3746,3752,3758,3764,3770,3776],{},[26,3722,3723,3726],{},[29,3724,3725],{},"Last \u002F Bid \u002F Ask"," — live prices with sub-second refresh",[26,3728,3729,3732,3733,3736],{},[29,3730,3731],{},"Change ($)"," and ",[29,3734,3735],{},"Change (%)"," — intraday move from prior close",[26,3738,3739,3732,3742,3745],{},[29,3740,3741],{},"Volume",[29,3743,3744],{},"Relative Volume"," — current session volume vs. 30-day average",[26,3747,3748,3751],{},[29,3749,3750],{},"Market Cap"," — for equities",[26,3753,3754,3757],{},[29,3755,3756],{},"IV Rank"," — current implied volatility rank (0–100 scale) for options trading",[26,3759,3760,3763],{},[29,3761,3762],{},"52-Week High \u002F Low"," — proximity to range extremes",[26,3765,3766,3769],{},[29,3767,3768],{},"Beta"," — volatility relative to the market",[26,3771,3772,3775],{},[29,3773,3774],{},"P\u002FE Ratio"," — for earnings context",[26,3777,3778,3781],{},[29,3779,3780],{},"Earnings Date"," — next scheduled earnings announcement",[11,3783,3784],{},"Show or hide any column via the column configuration panel. Reorder columns by dragging headers. Resize columns by dragging dividers. All settings persist.",[15,3786,3788],{"id":3787},"symbol-search","Symbol Search",[11,3790,3791],{},"The symbol search in the watchlist (and across the platform) searches US equities, ETFs, options underlyings, and crypto simultaneously. Results show the symbol, company name, exchange, and asset type. Recent symbols and your watchlist symbols surface first in results.",[15,3793,3795],{"id":3794},"linked-widgets","Linked Widgets",[11,3797,3798],{},"Watchlists participate in LamaTrader's symbol linking system. When a widget is set to \"linked\" mode, clicking a symbol in the watchlist pushes that symbol to all other linked widgets on the same dashboard:",[23,3800,3801,3804,3807,3810],{},[26,3802,3803],{},"Charts update to show the selected symbol",[26,3805,3806],{},"The options chain loads contracts for the selected symbol",[26,3808,3809],{},"The order form pre-fills the symbol field",[26,3811,3812],{},"The AI assistant receives the selected symbol as context",[11,3814,3815],{},"This eliminates the need to type the same symbol repeatedly across multiple widgets when switching your focus from one position to another.",[15,3817,3819],{"id":3818},"price-alerts","Price Alerts",[11,3821,3822],{},"Set price alerts on any watchlist symbol. Alerts fire when:",[23,3824,3825,3828,3831,3834],{},[26,3826,3827],{},"Price crosses above a specified level",[26,3829,3830],{},"Price crosses below a specified level",[26,3832,3833],{},"Percentage change exceeds a threshold (up or down) in the current session",[26,3835,3836],{},"Volume exceeds a multiple of the 30-day average",[11,3838,3839],{},"Alerts appear as toast notifications in the platform. Configure notification preferences in Settings → Notifications.",[11,3841,3842],{},"Alerts persist between sessions and fire even if you have the platform open on a different layout when the condition is met.",[15,3844,3846],{"id":3845},"watchlists-and-the-ai-assistant","Watchlists and the AI Assistant",[11,3848,3849],{},"The AI assistant has full context on all your watchlists. Ask it to:",[23,3851,3852,3855,3858,3861],{},[26,3853,3854],{},"Summarize recent news for every symbol on a named watchlist",[26,3856,3857],{},"Find the watchlist symbols closest to a key technical level",[26,3859,3860],{},"Rank your watchlist by IV rank to prioritize options opportunities",[26,3862,3863],{},"Identify which watchlist symbols have earnings in the next week",[11,3865,3866],{},"The AI can also add symbols to your watchlist based on screener results or strategy recommendations.",[15,3868,3870],{"id":3869},"import-and-export","Import and Export",[11,3872,3873],{},"Import watchlist symbols from a comma-separated list, a plain text file (one symbol per line), or by pasting from a spreadsheet. Export any watchlist to CSV for use in other tools.",[15,3875,3877],{"id":3876},"watchlists-and-screeners","Watchlists and Screeners",[11,3879,3880],{},"The Top Movers and Most Actives screener widgets can push symbols directly to a watchlist. When a screener result catches your attention, add it to a watchlist with one click to track it going forward.",{"title":297,"searchDepth":298,"depth":298,"links":3882},[3883,3884,3885,3886,3887,3888,3889,3890],{"id":3701,"depth":298,"text":3702},{"id":3714,"depth":298,"text":3715},{"id":3787,"depth":298,"text":3788},{"id":3794,"depth":298,"text":3795},{"id":3818,"depth":298,"text":3819},{"id":3845,"depth":298,"text":3846},{"id":3869,"depth":298,"text":3870},{"id":3876,"depth":298,"text":3877},"LamaTrader watchlists provide live-quoted symbol lists with customizable columns, grouping, price alerts, and direct integration with charts, the AI assistant, and the trade form.",{"type":8,"value":3893},[3894],[11,3895,3698],{},"\u002Ffeatures\u002Fwatchlists.webp",{},{"title":1126,"description":3891},"features\u002Fwatchlists",[3901,321],"watchlists","jfUF9cy16CEpDQymHCoC35RoHfkj-or7HfJcNhyfKTg",1779306077063]