Open the Order Panel
If no exchange account is connected yet, you’ll be prompted to link one first. See Connect or Create an Exchange Account.
Order Form as a Widget
The order form doesn’t have to be a pop-up. Add Order Form from the Widget Hub and it stays in your workspace like any other widget — move it, resize it, remove it. It is saved with the workspace, so it comes back where you left it after a reload or a switch between workspaces. Full-screen mode isn’t available for this widget. A widget doesn’t close after you submit an order: it switches to stand-by mode and keeps your settings ready for the next trade. The Order Form also ships in the ready-made layouts — Essentials opens it next to the chart, watchlist, and account. See workspace templates.Linking the Form to a Channel
The Order Form takes part in widget linking — the same numbered channels 1–4 that charts and watchlists use.- Symbol follows the channel. In a linked form the symbol is read-only: to trade something else, switch the instrument in any widget of that channel, or unlink the form and choose the instrument in it directly.
- Trading Account shows the link state — ON when the form is linked, OFF when it isn’t. It has no separate sync switch of its own.
- Pick “–” (Unlinked) to keep the form independent from the rest of the workspace.
One Order Draft per Channel
Each channel keeps a single shared order draft inside a workspace, which is what makes the pop-up and the widget behave as one form:- Start an order from the chart while a linked Order Form widget is open on the same channel, and the order lands in that widget instead of opening a second form. The last side, price, and entry type carry over.
- The draft and its levels are drawn on a chart only when workspace, channel, and instrument all match. Switch the chart to another instrument and the drawing hides; switch back and it returns with the draft intact.
Editing an existing order or position always opens its own unlinked pop-up form, so it never overwrites the draft in a linked Order Form widget.
Supported Order Types
- Market Order
- Limit Order
Basic Parameters
- Side: Buy / Sell
- Price: Manual input or chart-based adjustment
- Quantity: Position size
- Order Value / Cost: Auto-calculated
- Buying Power: Funds available for this order
- Time in Force: Good Till Cancelled (GTC)
Buying power and leverage
Buying power shows what you can afford on the selected account. On spot instruments it is always displayed. On derivatives the exchange only reports it for certain margin modes — on Bybit these are Isolated and Cross — so in Portfolio margin mode the field is not shown. Leverage follows the same split. It appears for derivatives in Isolated and Cross margin modes, both in the order summary and in the confirmation window. In Portfolio margin mode the exchange recalculates leverage dynamically from your whole portfolio, so no fixed value is shown rather than a misleading one.Trigger Price (Conditional Logic)
You can optionally enable Trigger Price:- Last Price — based on latest trade price
- Mark Price — fair price used to reduce liquidation spikes
- Index Price — aggregated price across exchanges
Risk Management
- Take Profit
- Stop Loss
- Risk/Reward (RR)
Reduce-Only
Enable Reduce-Only to ensure the order strictly reduces or closes an existing position without accidentally opening a new one.Confirmation
Before submission, a confirmation modal will display:- Order Price
- Quantity
- Order Cost
- Order Value
- Estimated Fee (approximate, based on exchange data)
- TP/SL levels
- Leverage — for derivatives in Isolated or Cross margin mode; omitted in Portfolio mode
- Risk and Reward ratio
Stand-by mode
After you place an order, the order form doesn’t close — it switches to stand-by mode and stays ready for your next trade. It keeps your previous settings, including the order Side, but the side isn’t highlighted until you reactivate the form. To reactivate it, click any interactive element in the form:- Click a Side tab (Buy or Sell) to start the next order on that side.
- Click anywhere else in the form to reactivate it with the same side you used last.
Troubleshooting
The asset can’t be traded
Not every instrument on the platform can be traded — trading runs through the exchanges TakeProfit connects to, and their coverage is narrower than the data coverage. Open the order form on an asset none of them supports and you get a message in place of the order controls: it names the exchanges available for trading and offers to switch the asset. The CTA opens Platform Search already filtered down to instruments those exchanges support. The message shows up when you:- open the form with the Buy / Sell buttons in the top-left corner of the chart,
- use the Buy / Sell buttons on the price scale, or
- swap the instrument inside an open order form for one that can’t be traded.
”You must agree to the Trading Terms before trading this contract”
Your order was rejected by Bybit and never reached the market. Bybit requires a separate, one-time agreement to its Trading Terms for certain contracts, and that agreement can only be given on Bybit’s own site — TakeProfit cannot accept it on your behalf. This applies to TradFi Perpetuals — contracts that track traditional assets such as gold (XAUUSDT) or shares, rather than crypto.
To resolve it:
- Open bybit.com and log in to the same account you connected to TakeProfit.
- Go to the trading page of the contract you were trying to trade — for example
XAUUSDT. - A Trading Terms dialog appears. Read it, tick I have read and agree to the above Trading Terms, and click Confirm.
- Return to the TakeProfit terminal and place your order again.
The exchange reports this as error 110123 (“You must agree to the Trading Terms”) or 110125 (“You must agree to the Trading Terms before trading this contract”). Both are resolved the same way.
Next step
Trading from the Chart
Adjust entries, TP/SL, and RR visually by dragging levels on the chart.