What are the mandatory fields when entering a trade?
In your journal tab, click the black "Add Trade" button to trigger the trade entry popup.
If you just want to enter the mandatory fields to get a brief overview of your performance, those are the required inputs:
- Entry Date and time
- Instrument (either the name or just the ticker symbol)
- Setup
- Buy or Sell (long or short)
- Entry price
- Quantity (you can choose any format for your quantity - just make sure you always use the same format)
- Exit date and time
- Exit price
- Gross Profit / Loss
Mandatory fields are marked with a * in your journal.
Mandatory fields are highlighted green in the screenshot below for illustration purposes.
That's it. Once you have entered those fields, you can click the "Save" button to finalize the input. The trade will then be counted into your account balance.
In your journal overview, closed trades are colored differently than open trades. Winning trades have a green background and losing trades have a red background.
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