Using the dashboard

Triggers tab

A trigger is one "if this, then trade" order. The Triggers tab lists your set up triggers. New trigger opens the builder, split into Broker, Action, and Trade steps.

The Trade step of the trigger builder: what to trade, contract, entry, and exit

Step	Fields
Broker	The linked account the order goes to.
Action	What starts it: Price (a level), Schedule (a time), Alert, or Both.
Trade	Stock symbol, Options or Stock, the Contract (call or put, strike, expiry, contracts), the Entry (order type, price), and the Exit (stop loss, take profit, order type).

Trading always lets you check first, then place: the Preview tab shows exactly what will be set up, and Create trigger places it.