Help Center

Explore our extensive knowledge base or get help from our support team to make the most of your investing journey.

Help Center/Investing/Placing Your First Trade

Placing Your First Trade

Loading...
Updated 2 days ago

Get started with live investing on Wealth Vision by following these steps.

Step-by-Step Process

  1. Log In: Access your dashboard using your credentials.
  2. Navigate to the Investing Terminal: Click "Home" in the main hamburger (☰) menu.
  3. Select an Instrument: Use the search bar to find your desired asset (e.g., EUR/USD, Apple Inc., Gold).
  4. Choose Order Type: Select Market Order for instant execution or Limit Order to set a specific entry price.
  5. Enter Order Details: Specify the amount, price (if applicable), and any stop loss or take profit levels.
  6. Review & Confirm: Check all details, then click "Place Order" to execute your trade.

Tips

  • Start small to get comfortable.
  • Use available charting tools to validate your decision.
  • Monitor your positions in the "Open Trades" panel.
Was this article helpful?