Place Trades

Once a user has a connected brokerage, you can launch the trade modal with details of any order prefilled. With just 1 click, users can execute the trade on their brokerage.

How It Works

1. Your server requests an authenticated trade session URL.
2. Your client-side app opens the trade modal via the SDK.
3. You pass a trade configuration (simple or options/multi-leg).
4. The user reviews and sends the order to their brokerage.

Server-side: Request a Trade Session URL

Call Trade It's API server-side to get a url to the trade portal. The URL is pre-authenticated so the user does not need to log in.

Request

POST <api endpoint>/api/session/url
Content-Type: application/json
Authorization: Bearer <user's trade it access token>

{
  "target": "trade"
}

Response

{
  "url": "https://tradeit.app/t/[ticker]?token=ti:...&embedded=1",
  "expiresAt": "2026-02-27T19:35:12.000Z",
  "feature": "trade",
  "placeholder": "[ticker]"
}

Trade It returns an authenticated trade URL template.

Client-side: Open the Trade Modal (Simple Trade)

import { useState } from 'react';
import {
  OrderType,
  TradeAction,
  TradeItModal,
  TradeType,
  TradeUnit,
} from '@trade-it/react';

function BuyButton() {
  const [open, setOpen] = useState(false);
  const [tradeUrl, setTradeUrl] = useState<string | null>(null);

  async function openTrade() {
    const res = await fetch('/your-server/tradeit/trade');
    const data = await res.json();
    setTradeUrl(data.url);
    setOpen(true);
  }

  return (
    <>
      <button onClick={openTrade}>Buy/Sell</button>
      {tradeUrl && (
        <TradeItModal
          open={open}
          onOpenChange={setOpen}
          launch={{
            mode: 'trade',
            url: tradeUrl,
            config: {
              tradeType: TradeType.Simple,
              ticker: 'AAPL',
              action: TradeAction.Buy,
              amount: 100,
              unit: TradeUnit.Dollars,
              orderType: OrderType.Market,
            },
          }}
        />
      )}
    </>
  );
}

Note: The same modal supports options orders too. Pass a multi-leg config and Trade It opens directly into the options workflow with details prefilled.

Examples

Use these examples of common scenarios as jumping off point.

Example 1: Buy in Dollars

Buy shares of an asset.

tradeIt.openTrade({
  launch: {
    mode: 'trade',
    url: tradeUrl,
    config: {
      tradeType: TradeType.Simple,
      ticker: 'AAPL',
      action: TradeAction.Buy,
      amount: 100,
      unit: TradeUnit.Dollars,
      orderType: OrderType.Market,
    },
  },
});

Buy $100 of Apple stock.

Example 2: Sell in Shares with Stop-Limit

Sell shares while setting both stop and limit prices.

tradeIt.openTrade({
  launch: {
    mode: 'trade',
    url: tradeUrl,
    config: {
      tradeType: TradeType.Simple,
      ticker: 'AAPL',
      action: TradeAction.Sell,
      amount: 10,
      unit: TradeUnit.Shares,
      orderType: OrderType.StopLimit,
      stopPrice: 260,
      limitPrice: 250,
    },
  },
});

Sell 10 shares of Apple with stop and limit prices set.

Example 3: Multi-Leg Options

Open an options strategy with prefilled legs.

tradeIt.openTrade({
  launch: {
    mode: 'trade',
    url: tradeUrl,
    config: {
      tradeType: TradeType.MultiLeg,
      ticker: 'MSFT',
      orderType: OrderType.Market,
      timeInForce: TimeInForce.GoodTillCanceled,
      legs: [
        {
          type: LegType.Option,
          action: TradeAction.Sell,
          positionEffect: PositionEffect.Open,
          occ: '270617C00390000',
          quantity: 5,
        },
        {
          type: LegType.Option,
          action: TradeAction.Buy,
          positionEffect: PositionEffect.Open,
          occ: '270617C00420000',
          quantity: 5,
        },
      ],
    },
  },
});

Open a Microsoft debit spread with prefilled legs.

Config Parameters (launch.config)

Configure a particular trade using the parameters below:

See all enum values on SDK Enums Reference.

Field	Meaning	Type / Enum	Used In	Default	Notes
ticker	Asset symbol	string	simple options	—	Required. Example: AAPL, BTC-USD
tradeType	Trade type	TradeType	simple options	TradeType.Simple	Use TradeType.MultiLeg for options/multi-leg
action	Buy or sell	TradeAction	simple	TradeAction.Buy	Simple trades only
amount	Trade amount	number	simple	100	Interpreted by unit
unit	Amount unit	TradeUnit	simple	TradeUnit.Dollars	Dollars or Shares
orderType	Order type	OrderType	simple options	OrderType.Market	market, limit, stop, stop_limit
limitPrice	Limit price	number	simple options	—	Used for limit / stop_limit
stopPrice	Stop trigger price	number	simple options	—	Used for stop / stop_limit
timeInForce	Order duration	TimeInForce	simple options	TimeInForce.Day	Day, GoodTillCanceled, ImmediateOrCancel, FillOrKill
legs	Options leg payload	TradeItMultiLegTradeLegConfig[]	options	—	Required for options/multi-leg trades
legs[].type	Leg type	LegType	options	—	Option or Equity
legs[].action	Leg action	TradeAction	options	—	Buy or Sell
legs[].positionEffect	Position effect	PositionEffect | null	options	null	Usually Open / Close; null for equity legs
legs[].occ	OCC contract string	string | null	options	—	Required for option legs
legs[].quantity	Leg quantity	number	options	1	Contracts for options, shares for equity legs