The EdgeFlo Trading platform is where all execution happens. This article explains what the platform includes, how it is laid out, and what you can do from it.
The Trading platform is your execution hub. Charts, alerts, position management, risk sizing, trade plan review, and guardrail enforcement all live here. Everything is designed to help you execute cleanly and follow your rules without having to think about the mechanics.
EdgeFlo supports Forex, Indices, Commodities, Crypto, and Stocks. Additional asset classes are coming soon.
Getting to the Trading Platform
Select Trading from the left navigation bar. The platform opens with your chart in the main area, your watchlist and position data below, and the execution sidebar on the right.
Top bar
Shows your Balance, Open PnL, Equity, and Margin Health at a glance. The sync status indicator (Live, Delayed, Syncing, Disconnected) sits in the top left of the chart area. The Trade button opens the full trade execution panel. The lightning bolt opens One-Click Trading.
Chart area
A TradingView-powered chart with a full drawing toolbar on the left. You can switch timeframes, add indicators, and mark up the chart just as you would on TradingView. The chart is the primary workspace.
Right sidebar
Three tabs: Watchlist, Alerts, and Trade Plans. Switch between them without leaving the chart. When a trade plan is set to active in Edge, it appears here for reference during analysis.
Positions table
Below the chart. Three tabs: Open Positions, Pending Orders, and Closed Positions. Each closed trade can be clicked to trigger the post-trade journaling prompt.
What You Can Do From the Trading Platform
| Action | Where |
|---|---|
| Analyse charts and mark up levels | Chart area with left toolbar |
| Set price alerts | Alerts tab in right sidebar |
| Review your active trade plan | Trade Plans tab in right sidebar |
| Place, manage, and close trades | Trade button or One-Click Trading panel |
| Monitor open positions and PnL | Positions table below the chart |
| Complete the pre-market routine | Pre-Market Routine banner (top right) |
Frequently Asked Questions
Which asset classes are supported?
EdgeFlo supports Forex, Indices, Commodities, Crypto, and Stocks.
Can I use the Trading platform without connecting a broker account?
A connected broker account is required for execution, risk calculation, and guardrail enforcement. Charts are visible without a connection, but you cannot place trades. See the broker connection articles for setup steps.
Is the chart the same as TradingView?
The EdgeFlo chart is powered by TradingView's charting library. It includes the same drawing tools, indicators, and chart types you would use on TradingView. It is not a separate account and does not sync with your TradingView workspace.
Where do I set my guardrails?
Go to Settings > Trading Preferences. Guardrail values set there apply to the Trading platform automatically.
Related Questions
- What is the EdgeFlo Trading platform?
- How do I get to the Trading platform?
- What does the Trading platform include?
- What asset classes are supported in EdgeFlo?
- What is the sync status indicator?
- How do I set price alerts in EdgeFlo?
- Where is my trade plan shown on the chart?
- What is the One-Click Trading panel?
- How do I view my open positions?
- Where do I set my trading guardrails?
- Is the EdgeFlo chart the same as TradingView?
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