Your First Trade Entry
Recording Your First Trade
Learn how to manually enter trades into TradeLogist for accurate tracking and analysis.
Accessing the Trade Entry Form
- Navigate to Dashboard → Trades
- Click the New Trade button in the top right
- The trade entry form will open
Required Information
Every trade needs these basic details:
- Symbol: The ticker symbol (e.g., AAPL, TSLA, SPY)
- Direction: Long (buy) or Short (sell)
- Entry Date & Time: When you entered the position
- Entry Price: Your entry price per share
- Quantity: Number of shares/contracts
Optional but Recommended
For better analysis, also record:
- Exit Date & Time: When you closed the position
- Exit Price: Your exit price per share
- Strategy: Which trading strategy you used
- Setup Type: The pattern or setup that triggered the trade
- Notes: Your reasoning, market conditions, emotions
Trade States
Trades can be in different states:
| State | Description |
|---|---|
| Open | Position is still active |
| Closed | Position has been exited |
| Planned | Trade you're planning to take |
Tips for Accurate Record-Keeping
- Enter trades immediately after execution to capture emotions
- Be honest about your entry/exit prices
- Tag your strategies consistently for better analytics
- Add screenshots of charts for review
After Entry
Once saved, your trade will appear in:
- Your trade list
- Calendar view
- Analytics calculations