First Trade

Goal

In this flow, you create your first trade, assign a ruleset, and add your first journal context.

Flow

1. Open Trades in the left navigation.
2. Click New Trade.
3. Enter symbol, direction, entry and exit details, size, and fees.
4. Select a ruleset if one already exists.
5. Save the trade.
6. Open the trade and add your first note in Trade Logs.

Good practice

• Use consistent symbol names.
• Write at least one sentence per trade about execution quality.
• Document the context with a screenshot.

Next

Then continue with Dashboard and Trade Logs.