Manual Trade Entry

Recording trades manually gives you complete control over your trading journal and helps build the discipline of systematic record-keeping.

Accessing the Trade Form

There are several ways to open the new trade form:

Quick Add Button: Click the + New Trade button in the top navigation
Keyboard Shortcut: Press N from anywhere in the app
From Trades List: Click New Trade on the trades page
From Dashboard: Use the quick action button

Required Fields

Every trade needs these essential details:

Symbol

The ticker symbol for the instrument you traded.

Enter standard tickers (e.g., AAPL, TSLA, SPY)
For options, include the full option symbol
Crypto pairs are supported (e.g., BTC/USD)

Direction

Long: You bought expecting price to rise
Short: You sold/shorted expecting price to fall

Entry Details

Entry Date: The date you entered the position
Entry Time: The time of entry (important for day traders)
Entry Price: Your execution price per share/contract
Quantity: Number of shares, contracts, or units

Optional but Recommended

These fields enhance your analysis:

Exit Details

If the trade is closed:

Exit Date & Time
Exit Price
P/L (auto-calculated)

Strategy

Select which trading strategy you used. This enables strategy-specific analytics.

Setup Type

The pattern or setup that triggered your entry:

Breakout
Pullback
Gap Fill
VWAP Bounce
And more...

Notes

Document your thought process:

Why you took the trade
Market conditions
Your emotional state
Lessons learned

Trade States

Trades can be in different states:

State	Description	Use Case
Open	Position still active	Track unrealized P/L
Closed	Position exited	Complete trade record
Planned	Trade not yet executed	Document setups in advance

Attaching Files

You can attach images to your trades:

Chart screenshots
Order confirmations
Market analysis

Click the Attach button or drag and drop files onto the trade form.

Saving Your Trade

Review all entered information
Click Save Trade
The trade appears in your trade list immediately
All analytics update automatically

Best Practices

Record immediately: Log trades right after execution while details are fresh
Be precise: Accurate prices lead to accurate analytics
Tag consistently: Use the same strategy names for proper comparison
Add context: Notes help during later review
Include emotions: Track your mental state for psychology analysis

After Entry

Once saved, your trade:

Appears in the trade list
Updates dashboard metrics
Shows on the calendar
Contributes to strategy analytics
Can be edited or deleted anytime

Next Steps

Editing Trades - How to modify trade records
Trade Details - Adding more information
Import Trades - Bulk import from brokers