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    Trade Journal Tab How-To

    How to Access the Trade Journal

  • Click on the fifth tab on the Tools Bar on the main page.
  • The Trade Journal will open, displaying various statistics and trade logs.

    • How to Create and Manage Portfolios

  • In the upper left corner, click on the drop-down menu to access portfolios.
  • Select "My Portfolio" or click on the three dots to edit or create a new portfolio.
  • Edit the portfolio name and optionally add an initial amount.
  • Click "Create Portfolio" to create a new portfolio with a name and optional initial amount.

    • How to Log a Trade

  • Click on the "Log Trade" button with the pencil icon on the top right side.
  • Choose between "Stock" or "Options" to indicate the type of trade.
  • Fill in the required information, such as stock ticker, operation (buy or sell), and number of shares.
  • Enter the price at the time of the operation and the date of the transaction.
  • Add any notes if desired.
  • Click "Create" to save the trade.

    • How to View and Manage Trade Logs

  • Below the statistics, you'll see the logged trades.
  • Select a portfolio from the drop-down menu to view trades for that specific portfolio.
  • Click on the three dots next to a trade log to perform actions such as moving the trade to another portfolio or closing the position.
  • Click on a trade log to open more details and view the input information.

    • How to Close a Position or Add to It

  • To close a position, log the opposite trade (buy if it was a sell or sell if it was a buy).
  • Alternatively, click on the three dots next to the trade and select "Close Position."
  • To add more entries to a specific stock, log additional trades without adding an exit trade. The system will automatically group them together.
  • If you accidentally place a buy log before a sell log but with an earlier date, the system will recognize it as a short position.