> ## 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.

# Trading (Beta)

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.

<Note>Trading is currently available for derivatives markets and supported exclusively via **Bybit**. Support for **Binance** and additional exchanges will be added soon, and updates will be published as they go live in production.</Note>

***

## Earn Cashback with TakeBack

When you trade on a connected exchange, you can earn **up to 50% of your trading fees back** through **TakeBack**, TakeProfit's cashback program. Create a new Bybit account through TakeProfit for the full **50%**, or link an existing account for **25%** — then trade as usual and your cashback accrues automatically.

Learn more in the [TakeBack guide](https://takeprofit.com/docs/guide/monetization-tools/rebates).

***

## Getting Started

### 1. Open Order Panel

<img src="https://mintcdn.com/takeprofit-a5dc0462/kQf8hHJkY6Ua7RGQ/images/guide/trading/bybit/connect.png?fit=max&auto=format&n=kQf8hHJkY6Ua7RGQ&q=85&s=1149604fffd8c593df7180316a6d184b" alt="" width="4096" height="2274" data-path="images/guide/trading/bybit/connect.png" />

Click the **Buy** or **Sell** button in the top-left corner of the chart.

This will open the **Create Order** panel.

***

### 2. Connect Exchange Account

<img src="https://mintcdn.com/takeprofit-a5dc0462/kQf8hHJkY6Ua7RGQ/images/guide/trading/bybit/connect2.png?fit=max&auto=format&n=kQf8hHJkY6Ua7RGQ&q=85&s=e13eb1c30627dd7dd55b7d6c4d34d143" alt="" width="4096" height="2274" data-path="images/guide/trading/bybit/connect2.png" />

If an account isn't connected, you will be prompted to link one.

You can also:

* Click **Add Account** directly.
* Add the **Account Widget** via **Add Widgets**.

<img src="https://mintcdn.com/takeprofit-a5dc0462/kQf8hHJkY6Ua7RGQ/images/guide/trading/bybit/account1.png?fit=max&auto=format&n=kQf8hHJkY6Ua7RGQ&q=85&s=b8aa76a5f4691dcc8987e3031e066112" alt="" width="4096" height="2274" data-path="images/guide/trading/bybit/account1.png" />

***

### 3. Connect

<img src="https://mintcdn.com/takeprofit-a5dc0462/kQf8hHJkY6Ua7RGQ/images/guide/trading/bybit/connect3.png?fit=max&auto=format&n=kQf8hHJkY6Ua7RGQ&q=85&s=dd57c4a1e4fb58c2a4f63fcb1eee66c1" alt="" width="4096" height="2274" data-path="images/guide/trading/bybit/connect3.png" />

You can connect in two ways:

* **Fast Connect** — link your Bybit account in a few clicks. Create a new account for a **50%** TakeBack rebate, or link an existing one for **25%**.
* **API Keys** — connect manually with your own API keys, as described below.

To connect with **API Keys**:

1. Open the **API Settings** in your Bybit account.

<img src="https://mintcdn.com/takeprofit-a5dc0462/kQf8hHJkY6Ua7RGQ/images/guide/trading/bybit/BybitAPI.png?fit=max&auto=format&n=kQf8hHJkY6Ua7RGQ&q=85&s=aa23353eb459ff7e2427d5ac31aa94b8" alt="" width="4096" height="2274" data-path="images/guide/trading/bybit/BybitAPI.png" />

2. Create a new API key.
3. Enable:
   * Orders
   * Positions
   * Balance
4. Copy:
   * API Key
   * API Secret
5. Paste them into TakeProfit and click **Connect**.
6. After a successful connection, your account data will automatically sync.

***

## Create an Order

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

### 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
* **Time in Force**: Good Till Cancelled (GTC)

***

### 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

<img src="https://mintcdn.com/takeprofit-a5dc0462/kQf8hHJkY6Ua7RGQ/images/guide/trading/bybit/risk-reward.png?fit=max&auto=format&n=kQf8hHJkY6Ua7RGQ&q=85&s=380e5d095fdd22ff78809c9f5f931659" alt="" width="4096" height="2274" data-path="images/guide/trading/bybit/risk-reward.png" />

Before execution, configure your basic risk controls:

* **Take Profit**
* **Stop Loss**
* **Risk/Reward (RR)**

These parameters can be set directly in the order form or visually adjusted on the chart.

***

### 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

Click **Confirm** to send the order to the exchange.

***

## Chart Trading

Manage positions directly on the chart by:

* Dragging price levels to adjust your entry.
* Setting Take Profit and Stop Loss levels.
* Viewing RR ratios and position levels.

***

## Account Data & Tracking

<img src="https://mintcdn.com/takeprofit-a5dc0462/wbrpyZ9StQzkffI8/images/guide/trading/bybit/account3.png?fit=max&auto=format&n=wbrpyZ9StQzkffI8&q=85&s=124d52a3ef7947432020523c299112ec" alt="" width="6144" height="3411" data-path="images/guide/trading/bybit/account3.png" />

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

### Available Data

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

***

### Tabs

* **Assets** — Balance per asset
* **Positions** — Active positions
* **Open Orders** — Active orders
* **Order History** — Completed orders
* **Trade History** — Execution history

***

### Exchange Sync

All data is bi-directionally synchronized:

* Orders created on TakeProfit appear on the exchange
* Orders and positions created directly on the exchange are also reflected in the platform

***

## Margin & Leverage

You can configure:

* **Margin Mode** (e.g. Cross / Isolated)
* **Leverage**

These changes apply to your positions according to the specific rules of your connected exchange.

***

## Limitations (Beta)

Trading is currently in **Beta**.
*Please note the following limitations:*

* Only derivatives are fully supported.
* Only **One-Way mode** is supported (no Hedge Mode).
* **Stop Market / Stop Limit orders** are not currently 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.
* Additional exchanges (e.g. Binance) will be supported in future [updates](https://takeprofit.com/docs/guide/changelog).
* **Bybit EU (bybit.eu) is not supported**. Use a standard Bybit account to connect.