Core Workflows4 MIN READ
Logging trades manually
The Add Trade form: required fields, the three tabs, session context, and how to log fast without losing quality.
Open the Add Tradedialog from the button at the top right of the Trades page. It's organised into three tabs — Technical, Fundamental, and Tags — but you only ever need the first one to save a valid trade.
Walkthrough
1Open the form and fill the Technical tab
- Click Add Trade (top right of the Trades page). The dialog opens on the Technical tab.
- Fill the required fields, each marked with a red asterisk: Session, Market, Trade Date, Trade Time, Setup, Liquidity, Buy/Sell, Result, and RR Obtained.
- Date and time default to now; RR's sign is set automatically from the result, so you just type the magnitude.
INFO
If you opened the form from inside a session, Session and Market are pre-filled and locked — one less thing to pick each time.
2Add context — optional tabs
- Observations and trade images (1-minute and 15-minute context) live on the Technical tab below the required fields — optional, but where your review notes go.
- The Fundamental tab lets you attach news events (event type, release date/time, impact, forecast/actual). Add one only if news mattered to the trade.
- The Tags tab lets you tag the trade, and create new tags inline.
3Save — and keep logging
- Click Save (bottom right). A toast confirms the trade with its market, date, result, and RR.
- Logging a whole session? Turn on Keep modal open — the form resets after each save but preserves the session and market, so you can rattle through trades quickly.
TIP
For speed without sloppiness: fill Technical fully, skip Fundamental/Tags unless they matter, and use keep-open mode. You can always edit a trade later to add notes.
A clean trade, every time
INFO
Once you have a handful of trades logged, head to Your first Analytics breakdown to start finding patterns.
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