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Documentation Index

Fetch the complete documentation index at: https://takeprofit.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

TakeProfit now supports direct trading from the chart via exchange integration. You can connect your exchange account, place orders, and manage positions without leaving your workspace.
At the current stage, trading is available for derivatives markets and is currently supported only via Bybit. Support for Binance and additional exchanges will be added soon, and updates will be published as they go live in production.

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Getting Started

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1. Open Order Panel

Use the Buy or Sell buttons in the top-left corner of the chart. This opens the Create Order panel.

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2. Connect Exchange Account

If no account is connected, you will be prompted to connect one. You can also:
  • Click Add Account
  • Or add the Account Widget via Add Widgets

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3. Connect

  1. Open API Settings in your Bybit account
  1. Create an API key
  2. Enable permissions:
    • Orders
    • Positions
    • Balance
  3. Copy:
    • API Key
    • API Secret
  4. Paste them into TakeProfit and click Connect
After successful connection, your account data will be synced.

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Create an Order

The order form allows you to configure and submit trades directly to the exchange.

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Supported Order Types

  • Market Order
  • Limit Order

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Basic Parameters

  • Side: Buy / Sell
  • Price: manual input or chart-based adjustment
  • Quantity
  • Order Value / Cost (auto-calculated)
  • Time in Force: Good Till Cancelled

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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

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Risk Management

You can configure basic risk controls:
  • Take Profit
  • Stop Loss
  • Risk/Reward (RR)
These can be set:
  • in the order form
  • directly on the chart

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Reduce-Only

Enable Reduce-Only to ensure:
The order only reduces or closes an existing position and does not open a new one.

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Confirmation

Before submission, a confirmation modal displays:
  • Order Price
  • Quantity
  • Order Cost
  • Order Value
  • Estimated Fee (approximate, based on exchange data)
  • TP/SL levels
  • Leverage
Click Confirm to send the order to the exchange.

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Chart Trading

You can interact with orders directly on the chart:
  • Drag price levels to adjust entry
  • Set Take Profit and Stop Loss visually
  • View RR and position levels

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Account Data & Tracking

After connecting your account, you can monitor trading activity in the Account Widget.

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Available Data

  • Total Equity
  • Available Balance
  • Unrealized PnL
  • Margin Mode

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Tabs

  • Assets — balances per asset
  • Positions — active positions
  • Open Orders — active orders
  • Order History — completed orders
  • Trade History — execution history

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Exchange Sync

All data is synchronized with:
  • Orders created on TakeProfit appear on the exchange
  • Orders and positions created directly on the exchange are also reflected in the platform

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Margin & Leverage

You can configure:
  • Margin Mode (e.g. Cross / Isolated)
  • Leverage
Changes apply to positions according to exchange rules.

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Limitations (Beta)

Trading is currently in Beta. Some features are not yet available:
  • Only derivatives are fully supported
  • Only One-Way mode is supported (no Hedge Mode)
  • Stop Market / Stop Limit orders are not supported
  • Order editing is not available (orders can only be canceled)
  • Account metrics (e.g. equity, buying power) may not update in real time
  • Advanced validations and presets are still in progress
  • Order form settings are not saved between sessions
  • Estimated fees are approximate, based on exchange calculations
  • Some UI elements (e.g. Buying Power) are still being refined
  • Additional exchanges (e.g. Binance) will be supported in future updates.