Optimize your trading setup before trading actively
- Start from one market you already understand.
- Align the screen so order entry, mark-price context, and account tabs are visible together.
- Set your default order style intentionally instead of switching reactively while markets move.
- Keep the core risk references open while you trade.
- Review open orders, positions, and available margin before increasing size.
Prepare the screen layout
- Open the trading interface for one familiar market such as
ETHP. - Keep the order-entry panel, order book, mark-price region, and lower account tabs visible at the same time.
- Confirm you can switch quickly between
Open Orders,Filled Orders, andPositionswithout losing the market context.
Set the trading context before entering orders
- Confirm the symbol is publicly supported and currently in scope.
- Check the current mark price, not only the last traded price.
- Recheck tick size, minimum order size, and notional constraints before treating your last order template as reusable.
Choose the right operating defaults
| Decision | Better default |
|---|---|
| initial order style | start with deliberate limit orders instead of defaulting to aggressive taker behavior |
| monitoring posture | keep Open Orders, Positions, and margin state visible while you actively manage exposure |
| risk reference tabs | keep margin, mark-price, and safety references open in separate tabs |
| volatility response | reduce size first; do not rely on unchanged order templates during fast moves |
Keep these references open while trading
| Need | Keep this route open |
|---|---|
| exact order-shape and symbol constraints | Product and Trading Specifications |
| margin and liquidation thresholds | Margin Requirements |
| mark-price and pricing inputs | Price Feeds and Mark Price Inputs |
| execution guards and rejection posture | Trading Safeties and Guards |
Before increasing position size
- Review resting orders for stale prices or stale size assumptions.
- Confirm available margin against the current mark-price context.
- Check whether a larger order would still stay inside order-shape and solvency constraints.
- Decide whether the next action is better handled as an advanced order-type choice, a risk-reduction action, or no action at all.
During volatile conditions
- Cancel or reprice stale resting orders instead of assuming they are still safe.
- Watch for mark-price changes that move margin fraction toward maintenance thresholds.
- Reduce exposure before you rely on liquidation protections to do it for you.