Build a Trading Panel for Trading
What this Workflow Does
The Build a Trading Panel workflow helps you create a custom trading panel that combines user interface controls with trading logic.
Trading panels are typically used to:
- Place and manage trades manually
- Control automated strategies
- Display trade and account information
- Provide buttons, toggles, and status indicators
This workflow focuses on structure, safety, and clarity, ensuring the panel works correctly before adding advanced features.
When to Use This Workflow
Use this workflow when:
- You want a panel with buttons or controls
- You need a visual interface to manage trades
- You are building a tool that mixes UI and trading logic
- You want a stable baseline before extending functionality
Do not use this workflow for simple indicators or alerts only.
What You Should Prepare
Before starting, make sure you have:
- A clear idea of what the panel should control or display
- The actions each button or control should perform
- Any risk or safety rules that must be enforced
- Whether the panel is manual, automated, or hybrid
Panels should start simple and grow incrementally.
How to Interact with CodePilot
Describe the panel in functional steps, not just visual terms.
Good examples:
- “Create a panel with Buy and Sell buttons.”
- “Add a toggle to enable or disable trading.”
- “Display current position size and PnL.”
- “Disable buttons when trading is paused.”
Avoid vague requests such as: - “Make a professional panel.” - “Add lots of controls.” - “Copy another platform.”
Clear behaviour definitions lead to reliable output.
How CodePilot Builds Trading Panels
CodePilot will:
- Start with a minimal, working panel layout
- Separate UI elements from trading logic
- Enforce safe execution patterns
- Add parameters for configuration
- Return a complete, compile-ready file
CodePilot expects you to build, test, and extend in stages.
Common Mistakes to Avoid
- Adding too many controls at once
- Mixing UI code with calculation logic
- Skipping testing after UI changes
- Adding automation before validating manual controls
Always verify each step before continuing.
Recommended Next Steps
After building the panel:
- Test all controls thoroughly
- Confirm safety rules behave correctly
- Extend features one at a time
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