Adding a Trade

Every new journal entry starts in Simple mode unless you previously saved a different preference.

• Simple – Records a Journal Date and Time together with the core trade, execution, review, and screenshot fields. Exit time and prices are not required.
• Advanced – Adds exact Entry, Exit, and Price fields for a complete execution record.

When you save an entry, the selected mode becomes the default for your next new journal entry. You can switch back to Simple or Advanced at any time. Changing an existing Advanced entry to Simple hides its advanced values without deleting them, so they are available again if you later return the entry to Advanced mode.

As mentioned previously, selecting a trading account is optional. If you do not want to associate the trade with an account, leave this field empty.

If you have active trading accounts, the journal automatically selects the most recently added active account by default. You can change the selection at any time or choose an inactive account when adding a trade that was not recorded earlier.

The Symbol field identifies the instrument you traded, such as NAS100, EURUSD, or BTCUSDT.

Symbols are not provided in a predefined list because of the large number of available instruments.This gives you the flexibility to enter any symbol you trade.

For accurate filtering and statistics, always enter the same instrument using a consistent format—for example, use EURUSD every time instead of alternating between EURUSD and EUR USD.

The Type field indicates the direction of the trade. Select LONG if you entered the position expecting the price to rise, or select SHORT if you expected the price to fall.

Recording the trade direction consistently allows the journal to separate long and short positions in your reviews and performance statistics.

The Action field describes how the trade was closed or managed. Select the option that best reflects what happened during the trade.

• TP Hit – The price reached your planned Take Profit level and the position was closed at the intended target.
• SL Hit – The price reached your Stop Loss level and the position was automatically closed to limit the loss.
• Early Exit – You closed a profitable position before it reached the planned target, often because of uncertainty, fear, or a change in your market view.
• Break Even – The trade moved into profit but later returned to the entry price, resulting in little or no profit and no significant loss.
• Held a Losing Position – You continued holding a losing position instead of closing it according to your plan, hoping that the market would reverse.

Recording the action consistently helps you identify how often trades reach their planned targets, stop losses, or are affected by early exits and poor loss management.

The Trade Grade reflects the quality of the setup that produced the trading opportunity. It should be based on how closely the setup matched your strategy and predefined criteria, not on whether the trade resulted in a profit or a loss.

Evaluate the setup according to your own trading system. A high-quality setup can still result in a losing trade, while a profitable trade does not necessarily mean that the setup was good.

• A++ - A perfect setup that meets all of your criteria.
• A+ - An excellent setup with only very minor imperfections.
• A - A good setup that meets most of your criteria.
• B++ - A reasonable setup, but some conditions are weaker or missing.
• B+ - A weak setup with several noticeable imperfections.
• B - A poor setup that only meets the minimum acceptable criteria.

Use these descriptions as a general guide and adjust the grades to match your own strategy. Apply the same standards consistently so you can compare the quality of your setups during later reviews and performance analysis.

Simple entries use the Journal Date and Time to record when the trade happened and place it on the correct day in the Trade Journal, Dashboard calendar, daily summaries, and Statistics pages. The current date and time are filled automatically using the time zone selected on your Profile page, and you can change them when recording an older trade.

Advanced entries use the Entry and Exit fields to record when the trade was opened and closed.

• Entry Date and Time – Enter the exact date and time when the position was opened.
• Exit Date and Time – Enter the exact date and time when the position was fully closed.

These timestamps allow the journal to place the trade on the correct day, calculate how long the position was open, and include it accurately in your calendar, reviews, and performance statistics.

All time fields use hours and minutes. Seconds are stored automatically as 00.

The current date and time are filled in automatically when you create a new trade. The automatic values use the time zone selected on your Profile page. You can change them when adding an older trade or correcting the recorded execution time.

Changing your profile time zone affects the automatic values on future new-trade forms. It does not change existing trades or times that you enter manually.

The Price fields are available in Advanced mode and record the exact prices at which the position was opened and closed.

• Entry Price – Enter the price at which you entered the trade.
• Exit Price – Enter the price at which the position was fully closed.

These values provide a more complete record of the trade and help you review how the market moved between entry and exit. Enter the prices using the same decimal format shown by your broker or trading platform.

Use the Execution fields to record the position size and the final profit or loss of the trade.

• Size – Enter the numeric size of the position. This field is universal, so the value may represent lots, contracts, micro contracts, or another sizing method used by your broker. For example, enter 0.01 for 0.01 lots or 5 for five micro contracts. Enter the number only, without adding units or text.
• Profit – Enter the final result of the trade as a number. For a profitable trade, enter a positive value such as 123. For a losing trade, include a minus sign, such as -123. Enter 0 if the trade closed at break even.

Recording these values consistently allows the journal to calculate and compare your trading results accurately across the Dashboard, calendar, and Statistics pages.

Use the Trading Rules switch to indicate whether you followed your own trading rules throughout the trade.

• Enabled – Turn the switch on if you followed your trading plan and respected the rules you had defined for the trade.
• Disabled – Leave the switch off if you broke one or more of your trading rules, entered without a valid reason, or managed the position differently from your plan.

This field is independent of the financial result. A losing trade may still be marked as rule-following if you respected your plan, while a profitable trade should remain unmarked if the result came from breaking your rules.

Recording this consistently helps you compare disciplined trades with rule-breaking trades and better understand how your behavior affects your long-term performance.

The Journal Review separates your notes into three focused fields:

• Reason – Explain why you took the trade, which setup or signal you saw, and how the decision matched your trading plan.
• Expectation – Record what you expected the market and setup to do, including the scenario you planned for and how you felt before or during the trade.
• Result – Describe what actually happened, how you managed the position, what you did well, what could be improved, and what you learned.

Write the Reason and Expectation while the decision is still fresh. Return to Result after the position has closed and you have had time to review it clearly. You can also add new screenshots later to document how the chart developed.

Use the Images section to upload chart screenshots or other visuals that help document the trade. You can add images by dragging and dropping the files into the upload area or by selecting them with the Browse option.

After uploading multiple images, drag and drop them to change their order. The image placed first will appear first when viewing the trade, so it is useful to arrange the screenshots in a clear sequence, such as the initial setup, trade management, exit, and final outcome.

You can return to the trade later to upload additional screenshots and update the order as the review develops.

The original filename is shown in the upload area and the trade image gallery to help you identify each screenshot. The stored file continues to use a generated identifier.

Supported formats are JPG, PNG, and WebP, with a maximum file size of 5 MB per image. Uploaded images are optimized to a maximum width or height of 1920 pixels and saved as WebP when supported.