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Folio brings your broker holdings, profit and loss, and trade history into one workspace. Plan staggered buy and sell orders at prices you choose.
Latest update · 28 October 2026Alpaca Live connection restored →One plan. Several buy or sell orders.
A staggered order ladder splits your chosen quantity across several limit prices. Folio lets you prepare buy or sell ladders, review the quantities, and track the resulting broker orders.
These two fictional examples assume fills exactly at each limit, no fees, and no slippage. Actual fills depend on liquidity and order priority. These are explanations, not forecasts; no orders are submitted here.
Build a position in six steps
Set six limit buys of 10 shares each. As the example price falls, the next order fills. Then see what a recovery does to the open position.
| Limit | Shares | Order value | Status |
|---|---|---|---|
| $50.00 | 10 | $500.00 | Waiting |
| $48.00 | 10 | $480.00 | Waiting |
| $46.00 | 10 | $460.00 | Waiting |
| $44.00 | 10 | $440.00 | Waiting |
| $42.00 | 10 | $420.00 | Waiting |
| $40.00 | 10 | $400.00 | Waiting |
- Amount invested
- $0.00
- Shares owned
- 0
- Average purchase price
- No fills yet
- Unrealized P/L
- $0.00
All six buys require $2,700. At step 6 the position is worth $2,400: an unrealized loss of $300. A recovery is not guaranteed.
Take profit in six steps
Start with 60 shares bought at $40 each. Set six limit sells of 10 shares each, taking part of the position off as the example price rises.
| Limit | Shares | Order value | Status |
|---|---|---|---|
| $50.00 | 10 | $500.00 | Waiting |
| $55.00 | 10 | $550.00 | Waiting |
| $60.00 | 10 | $600.00 | Waiting |
| $65.00 | 10 | $650.00 | Waiting |
| $70.00 | 10 | $700.00 | Waiting |
| $75.00 | 10 | $750.00 | Waiting |
- Sale proceeds
- $0.00
- Shares remaining
- 60
- Original cost per share
- $40.00
- Realized P/L
- $0.00
The full position originally cost $2,400. After all six sells, proceeds are $3,750 and realized profit is $1,350 before costs. If prices never reach a level, that order stays unfilled.
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