WEBVTT

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Now we will reduce one position. In Portfolio, find the exact holding

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from the demonstration and open its Sell action. Confirm that the dialog

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says Paper simulated order. Read the asset, Owner slash strategy, Account slash

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connection, and Position ID. These details define which holding the request affects.

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The same symbol elsewhere in the portfolio is not automatically included.

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Before choosing an amount, read Owned, Available, and Reserved. The quantity field

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begins with the available amount, and the percentage controls offer twenty-five, fifty,

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seventy-five, and one hundred percent. Those percentages are based on the amount

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available for this position. One hundred percent does not mean every unit

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of that asset in every account or strategy.

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Here is a useful example. Imagine one unit owned, with zero point

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eight available and zero point two reserved. Selecting fifty percent chooses zero

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point four units. Selecting one hundred percent chooses zero point eight. The

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reserved portion is not added just because the button says one hundred

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percent. Read the resulting quantity in the field before moving on.

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You can also enter a quantity directly. It must be positive and

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no greater than the available amount. The dialog shows Estimated proceeds and

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Remaining to help you review the proposed change. Remaining is a preview

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based on subtracting the requested quantity from what is owned. It is

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not proof that the sale has happened, and the proceeds are not

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a guaranteed final cash result.

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Select Review sale to reach the confirmation step. Read the quantity, asset,

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estimated proceeds, and the note about execution, fees, spread, and price movement.

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Use Back if you need to revise an unsubmitted request. When the

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review is correct, Place sell order sends the request. This is the

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point where an intended change becomes an action for the service to

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handle.

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While the sale is being processed, wait for the response. The current

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sell workflow keeps a saved request and displays its Request ID. If

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the outcome is unresolved, use Check status slash retry same request when

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available. That control follows the saved request and amount. It is different

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from creating a new sale for whatever quantity appears on a stale

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portfolio screen.

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Read the outcome literally. Filled, confirmed by the server is different from

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accepted, pending confirmation, or internal accounting still pending. A finished recovery can

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also report that the order ended without selling the entire requested amount.

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The button labeled Finish confirmed recovery completes the confirmed recovery flow; it

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is not a button to sell the remainder or place another order.

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Finally, check the matching transaction and refreshed position. In a simple example

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with zero point two units owned and available, a confirmed sale of

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zero point zero five would leave zero point one five, assuming no

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other activity. Your screen may differ. Use its records to establish the

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remaining quantity, and remember that closing one position does not by itself

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pause an automated strategy that could trade again.
