Add New Trade
The New Trade interface records your trade details, plan checks, orders, stops, targets, risk metrics, and chart context in one workflow.
Use it to document the trade before or during execution and verify that the setup matches your trading plan and risk limits.
Trade Details & Context
This section captures the core information for the trade entry. Recording these fields consistently makes it easier to filter performance by portfolio, broker, asset, direction, plan, and emotional state.
- Portfolio & Broker: Select the specific account and platform where this trade is executing.
- Trading Pair & Side: Define the exact asset (e.g.,
BTCUSDT (Spot)) and your market direction (Long or Short). - Trading Plan: Attach the strategy or checklist you are using for the trade.
- Emotion: Tag your current psychological state (Confident, Neutral, Anxious, FOMO, Frustrated, Revenge).
- Notes: Document your market thesis, relevant catalysts, or additional observations.
Usage note: Tracking Emotion alongside execution helps identify whether specific mental states are associated with worse entries, early exits, or larger losses.
Trading Plan & Compliance
Attach a trading plan to compare the trade against your predefined entry rules, exit rules, and risk constraints.
- Strategy Alignment: Use a default strategy (e.g., Long Scalp, Long Swing) or attach a custom trading plan.
- Dynamic Checklists (Entry & Exit): Your predefined entry and exit rules populate automatically. Items marked IMPORTANT identify required checks.
- Real-Time Compliance Alerts: The system compares your trade inputs against the constraints of the selected plan.
Compliance note: Live alerts warn you when the trade does not meet plan requirements, such as maximum risk, required patterns, or minimum R-Multiple.
Trade Patterns
This section records the technical patterns, risk factors, and mistakes associated with the trade, so similar setups can be reviewed together later.
- Setup Patterns: Tag the primary technical formations behind the trade idea (e.g., Abandoned Baby Bullish, AB=CD Bullish).
- Timeframe: Tag the timeframe where the setup occurred (e.g., 5m, 1H, 4H, Daily).
- Risk Patterns: Tag technical factors that may work against the trade, such as entering directly into major daily resistance.
- Mistakes Tracking: After the trade, flag execution mistakes such as entering too early, misidentifying a breakout, or chasing price.
Review note: Timeframe and mistake tracking make it easier to compare how the same setup performs under different market conditions.
Orders, Stops, and Targets
This section defines the trade’s entries, stop losses, fees, and profit targets.
- Trade Orders & Scaling In: Log the exact Time, Action (Open/Close Long, or Open/Close Short, depending on the trade side), Price, Amount, and Fees. Click New order to map out complex executions where you scale into a position across multiple price levels.
- Trade Stop Losses: Set your invalidation price and stop amount. The system calculates the risk against your current portfolio balance.
- Trade Targets: Define your target prices and scaling percentages for partial or full exits.
Risk note: Review order size, stop price, and target levels before saving the trade, because these values drive the risk and return calculations.
Real-Time Trade Statistics
As you enter orders, stops, and targets, the statistics panel updates the trade’s risk and reward metrics.
| Metric | Technical Meaning |
|---|---|
Potential R-Multiple (R:R) | The ratio between your prospective financial reward and your defined capital risk. |
Risk Amount ($ / %) | The exact dollar value and percentage of account equity at risk if the stop loss is executed. |
Notional Value | The complete market value of your open position, factoring in leverage or margin allocation. |
Calculation note: The panel updates values such as risk amount, notional value, and potential R-Multiple from the trade inputs.
Interactive Trade Chart
The integrated chart shows market structure, trade levels, indicators, and pattern signals directly inside the add/edit trade screen.
- Timeframe Selection: Switch between supported chart intervals such as 30m, 1h, 4h, 8h, 12h, 1D, 3D, and 1W.
- Trade Level Plotting: Your Orders, Stops, and Targets are plotted on the candlestick chart automatically.
- Drawing Tools: Use chart tools such as Fibonacci retracement, horizontal line, and other drawing controls to mark important levels.
- Magnet Mode: Enable magnet mode to snap drawings to nearby candle prices for more accurate level placement.
- Indicators: Add or remove indicators such as Volume, RSI, 50 SMA, 100 SMA, 9 EMA, 21 EMA, 50 EMA, 100 EMA, and Bollinger Bands.
- Pattern Display: Use the pattern menu to show All patterns, only Confirmed patterns, only Unconfirmed patterns, or Hidden to remove pattern overlays from the chart. When using confirmed or unconfirmed views, you can also select or deselect individual patterns.
- Chart Layout: On both Add New Trade and Edit Trade, Pin the chart to the side while entering trade data, or Unpin it to display the chart full width at the bottom of the page.
- Full Screen Mode: Expand the chart into full screen mode when you need more space for analysis.
- Chart Timezone: The chart timezone is based on the timezone selected in your Account Settings.
Chart note: Use the plotted trade levels, indicators, and pattern filters to confirm that entries, stops, and targets align with the chart before saving the trade.
Next Up: Want to visualize your trading data? Let’s check out the Trade Chart section.
Frequently Asked Questions
Quick answers based on this page's topic.
Attaching a Trading Plan automatically populates dynamic entry/exit checklists and triggers real-time compliance alerts if your trade parameters violate strategy rules such as Max Risk %, required pattern count, or minimum R-Multiple thresholds.
Risk Patterns identify technical counter-signals on the chart prior to trade entry, whereas Mistakes are logged after closing the position to track execution errors—such as chasing price or exiting early—for performance review.
The interactive chart automatically plots your entry orders, stop-loss limits, and take-profit targets directly over price action, allowing you to visually verify levels and pin the chart layout side-by-side while configuring trade details.