Desktop Platform Quick Guide

We’re glad that you’ve joined tastyworks, and we know that you want to get trading, but the last thing we want you to feel like is a chicken running around with its head cut off. If you're someone that doesn't like to read instruction manuals and just likes to jump into things then this is the place for you! That’s why we’ve broken up the top five functions of the desktop platform in bite-sized videos (1-2 minutes long). 

  1. Placing a Stock Trade
  2. Placing an Options Trade
  3. How to Replace/Cancel Working Orders
  4. How to Roll Positions
  5. How to Close Positions

*Please Note: If you experience any issues watching the video in full-screen then click the YouTube logo, the "watch on button," located to the left of the full-screen button. If you prefer viewing these videos on YouTube then please click here.

Or if you like to take things nice and slow, then take a gander at our desktop platform overview by clicking here.

Are you looking for the web-browser platform quick guide instead? Then please click here.

Take your time, be patient with yourself and your new surroundings, and re-watch these short informative videos as much as you’d like and next thing you know you’ll slinging trades in no time!

tastyTip: If you’re watching any of these videos and want to rewind or fast-forward 10-seconds then tap the LEFT or RIGHT key on your keyboard.

Placing a Stock Trade

Placing an Options Trade

How to Replace/Cancel Working Orders

How to Roll Positions

How to Close Positions