Trade Details & Notes

The more detail you add to your trades, the better your analysis will be. Here's how to maximize your trade documentation.

Trade Detail View

Accessing Details

1. Click on any trade in the Trades list
2. Full detail view opens
3. All trade information visible

Information Sections

Adding Notes

Why Notes Matter

Notes help you:

• Remember your reasoning
• Track emotional states
• Learn from mistakes
• Improve future trades

What to Include

Pre-Trade Notes

Before or during entry:

Why am I taking this trade?
- Clear VWAP bounce pattern
- Strong market (SPY +0.8%)
- Volume confirming

What's my plan?
- Entry: $195.50
- Target: $198.00 (1.5R)
- Stop: $194.00

During Trade Notes

While position is open:

10:45 - Moved stop to breakeven at $196.50
11:00 - Taking half off at $197.25
11:30 - Trailing stop to $196.75

Post-Trade Notes

After closing:

Result: +$175 (1.2R)

What went well:
- Followed plan
- Good entry timing
- Proper position sizing

What to improve:
- Could have held longer
- Second target wasn't hit

Lesson learned:
- Trust the setup, wider stops work better

Note Formatting

TradeLogist supports:

• Bold and italic text
• Bullet points
• Numbered lists
• Headers
• Code blocks

Attaching Files

Supported Files

How to Attach

1. Open trade details
2. Click Attachments section
3. Click Add Attachment
4. Select file or drag & drop
5. File uploads and displays

Screenshot Tips

Best practices for chart screenshots:

• Include entry and exit points
• Show relevant indicators
• Annotate key levels
• Capture time frame used

Organizing Attachments

• Name files descriptively
• Add multiple charts if needed
• Entry screenshot + Exit screenshot
• Include market context

Tags and Categories

Using Tags

Tags help you filter and analyze:

• Catalyst tags: Earnings, News, FDA
• Setup tags: Breakout, Reversal, Gap
• Quality tags: A-Setup, B-Setup
• Emotion tags: FOMO, Revenge, Calm

Adding Tags

1. In trade details, find Tags section
2. Click to add tag
3. Select from existing or create new
4. Tags apply immediately

Creating New Tags

1. Type new tag name
2. Press Enter
3. Tag is created and added
4. Available for future trades

Strategy Assignment

Linking to Strategy

Every trade can be linked to a strategy:

1. Find Strategy dropdown
2. Select your strategy
3. Trade contributes to strategy analytics

Benefits of Strategy Assignment

• Compare strategy performance
• Identify best setups
• Track strategy evolution
• Filter by strategy

Setup Type

Documenting Setups

Record the specific pattern:

Custom Setup Types

Create your own setup types:

1. Go to Settings > Trading
2. Find Setup Types
3. Add custom setups
4. Use in trade entry

Trade Grading

Grade Your Execution

Rate your trades:

Why Grade Trades

• Separate luck from skill
• Identify execution problems
• Track discipline over time
• Focus on process not just results

Analysis Fields

Risk Management Data

Document your risk:

• Risk Amount: Dollar amount risked
• R-Multiple: Result in risk units
• Risk %: Percentage of account

Timing Analysis

Track timing quality:

• Entry timing (early/late/on-time)
• Exit timing (early/late/on-time)
• Holding period

Best Practices

Immediate Documentation

• Add notes while trade is fresh
• Screenshot charts at entry
• Update notes at exit

Consistent Format

Use the same structure:

TRADE TEMPLATE

Setup: [What I saw]
Thesis: [Why I entered]
Risk: [Stop placement logic]
Target: [Profit target logic]
Result: [What happened]
Grade: [A/B/C/D/F]
Lesson: [Key takeaway]

Review Regularly

• Weekly review of notes
• Monthly pattern analysis
• Quarterly improvement focus

Using Details in Analysis

Filtering by Details

Find patterns using:

• Filter by tag
• Filter by strategy
• Filter by grade
• Search in notes

Pattern Recognition

Your details help identify:

• Best performing setups
• Emotional patterns
• Timing tendencies
• Strategy effectiveness

Next Steps

• Trade Planning - Plan before you trade
• Trading Psychology - Track emotions
• Strategy Analysis - Analyze by strategy