Trading Guide

Getting Started With Trading

Understand how a trade works, how orders reach the market, and what to check before placing your first trade.

Trading means buying and selling shares with a plan for how you will enter, manage risk and eventually exit the position. The mechanics are simple, but good trading requires more than pressing Buy or Sell.

Before thinking about strategies, learn how orders work, what bid and ask prices mean, why liquidity matters, and how to define your risk before entering a position.

See the core trading mechanics visually

These two diagrams show how an order moves through the market and why bid, ask and liquidity matter before you trade.

How a trade works infographic from trader to broker to order book to matched and executed trade
How a trade works A simple five-step view from placing an order to matching and final execution.
Bid ask spread and liquidity comparison infographic
Bid, ask & liquidity A quick comparison of bid, ask, spread and the difference between liquid and illiquid stocks.

Trading and investing are not exactly the same

Both traders and investors buy shares, but the way they make decisions can be different.

Investor Usually focuses more on the company, earnings, valuation and long-term business development.
Trader Usually focuses more on price behaviour, timing, liquidity, momentum and defined entry and exit levels.

A person can be both. You might invest in one company for years while trading another stock for a shorter move.

The important part: Know which type of decision you are making before you enter. A short-term trade should not quietly become a long-term investment just because the price moved against you.

What happens when you place a trade

When you place an order through your broker, you are asking the market to buy or sell shares under the conditions you specify.

1You choose a stock and decide whether you want to buy or sell.
2You choose the number of shares and the order type.
3Your broker sends the order to the market.
4The order waits for a matching buyer or seller if it cannot execute immediately.
5When matching conditions are met, the trade is executed.

A submitted order is not automatically a completed trade. Price, available shares and liquidity determine whether and how quickly it can be filled.

Understand the bid and ask

At any moment, buyers and sellers may be offering different prices.

Bid The highest price a buyer is currently offering to pay.
Ask The lowest price a seller is currently willing to accept.
Bid-ask spread The difference between the best bid and the best ask.

If the best bid is ₱10.00 and the best ask is ₱10.10, the spread is ₱0.10.

A narrow spread usually makes it easier to enter and exit near the displayed market price. A wide spread can make trading more expensive and less predictable.

Market orders and limit orders

Market order Attempts to execute immediately at the best available prices. The final execution price can differ from the price you saw before submitting the order.
Limit order You specify the maximum price you are willing to pay when buying, or the minimum price you are willing to accept when selling.

Limit orders give you more control over price, but they may not execute. Market orders prioritize execution, but price can move while the order is being filled.

For beginners: Understanding limit orders is especially important in less liquid stocks, where a market order can sometimes execute across several price levels.

Check liquidity before you enter

A stock can look attractive on a chart but still be difficult to trade if there are not enough active buyers and sellers.

Before entering, look at:

  • Trading volume: Are shares trading regularly?
  • Bid-ask spread: Is the spread reasonably tight?
  • Order-book depth: Are there enough shares available near the current price?
  • Your own position size: Is your order small relative to normal trading activity?

Liquidity matters twice: when you enter and when you need to get out.

Define the trade before you enter

Before clicking Buy, you should already know what would make the trade successful and what would prove your idea wrong.

1What is the setup?
2Where is the intended entry?
3Where is the trade invalid?
4How much money are you willing to risk?
5What is the possible target or exit plan?
6Is the potential reward reasonable compared with the risk?

If you cannot answer those questions before entering, you probably do not yet have a complete trade plan.

Common beginner mistakes

  • Entering because the price is moving quickly without understanding why.
  • Using too much of your account on one trade.
  • Ignoring the bid-ask spread and liquidity.
  • Entering without knowing where to exit if the idea fails.
  • Moving a stop farther away just to avoid taking a loss.
  • Chasing a stock after a large move because of fear of missing out.
  • Turning a failed short-term trade into an unplanned long-term holding.

Good trading is not about avoiding every losing trade. It is about keeping individual mistakes and losses small enough that you can continue making rational decisions.

A simple checklist before your first trade

1I understand what the company or stock is doing today.
2I have checked the spread, volume and liquidity.
3I know my entry price or entry condition.
4I know where my idea becomes invalid.
5I know how much money I am risking.
6I am not entering only because I am afraid of missing the move.

The goal of your first trades should not be to make as much money as possible. It should be to learn how your plan, order and risk management behave in the real market.

Remember: Trading setups are educational frameworks, not guarantees. Always define your own risk and never treat a chart pattern as a recommendation to buy, hold, or sell a security.