What You Can Trade
Stocks
Trade equities from your signals: which brokers can run stocks, the fields a stocks strategy shows, short-selling on DAS, and the risk tools available.
Stocks are plain shares of a company, bought and sold on the exchange. A stocks strategy takes a buy or sell signal from the source you follow and places the matching equity order in your broker. Long buys shares, short sells them (only some brokers can short), and you size each trade in shares, dollars, or a percent of the account.
Which brokers can trade stocks
Five brokers run stocks. Set Instrument to Stocks in the strategy editor, then pick one on the Brokers tab.
| Broker | Notes |
|---|---|
| Tradier | Market or Limit entry, extended-hours orders, dollar-risk sizing, route to one account |
| Interactive Brokers | Market or Limit entry, extended-hours orders, dollar-risk sizing, route to one account |
| Schwab | Market orders |
| STG / DAS | Short selling with a locate cap, one exit tool at a time |
| Robinhood | Market or Limit entry, route to one account |
Only STG / DAS can short. On every other stock broker a “short only” or “both” strategy still reads short signals, but the broker will only act on the ones it can place.
Set up a stocks strategy
Open the strategy editor from the Strategies page and set the instrument to Stocks. The full walkthrough (channel setup, filters, notifications) is on the Copy Trading Setup page. The fields below are the ones a stocks strategy shows.
The strategy editor open on a stocks strategy
Direction
Direction decides which signals the strategy acts on.
| Option | What it means |
|---|---|
| Long only | Only act on buy signals |
| Short only | Only act on sell or short signals |
| Both | Act on buy and sell signals |
Ticker
The Ticker field takes ALL to trade whatever symbol the signal names, or a specific symbol (or a comma-separated list like SPY, QQQ) to limit the strategy to those names.
Entry and exit
Entry and Exit are separate Market or Limit controls. Limit shows only on Tradier, Interactive Brokers, and Robinhood. Schwab and STG / DAS are market-only. When a broker supports extended hours (Tradier and Interactive Brokers), an Allow extended hours toggle appears so orders can fill before and after the regular session.
Size
Size is a number plus a unit: Shares, Dollars, or Percent. Dollars buys or sells that dollar value of shares; Percent uses that share of the account. On Tradier and Interactive Brokers you can size by dollar risk instead, and route the strategy to a single account when you have more than one connected.
Short selling on STG / DAS
Shorting runs through DAS Trader Pro, connected as STG Markets or Cobra Trading. On a stocks strategy routed to STG / DAS, one extra field appears:
- Short locate %: before a short, the broker locates shares to borrow, which carries a fee. This field caps the fee you will accept. Set it to
5and the short only goes through when the locate fee is 5% or lower; anything higher is skipped.
STG / DAS also runs one exit tool at a time: pick a take profit, a trim, or a trailing stop, not more than one.
Risk and exits
Stocks strategies carry the full set of risk tools. Each takes a percent (like 15%) or a dollar amount (like $0.50); leave one empty to skip it.
| Tool | What it does |
|---|---|
| Stop loss | Close the position if it drops this far |
| Take profit | Close the position if it gains this far |
| Trailing stop | Trail the price and close on a pullback of this size |
STG / DAS is the exception: it runs one of these at a time, not several together.
Next steps
Connect a stock broker: Tradier, Interactive Brokers, Schwab, Robinhood, or STG / DAS for shorting. Then build the strategy on the Copy Trading Setup page.