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Log Your First Trade

A step-by-step walkthrough for adding your first trade to the journal

Logging your first trade is the most important step in building a journaling habit. TradeLog uses fast inline entry: instead of a pop-up form, you add an editable draft row and fill it in cell by cell, right inside the journal table.

Start a New Trade

  1. 1Click "Journal" in the left sidebar to open your trading journal.
  2. 2Click the "Add Trade" button (the + button at the top of the journal). On phones and tablets it is the "Add" tab in the journal's tab bar.
  3. 3A new editable draft row appears at the top of the table -- no pop-up window opens. Your current account, the date and time (now), and the trading session are filled in for you automatically.
A new draft row appears at the top of the journal, ready to fill in

Fill In the Four Key Fields

A draft becomes a real trade as soon as four fields are set. Click each cell to enter its value:

  • Symbol -- the instrument you traded (e.g., ES, NQ, EURUSD, BTCUSDT).
  • Direction -- Long (buy) or Short (sell).
  • Entry Price -- the price at which you entered.
  • Quantity -- your position size (contracts, lots, shares, or units).
The moment all four are filled, the row turns into a live Running trade by itself -- there is no Save button to press.

Close the Trade

When the trade is finished, click the Exit cell and enter your Exit Price (and exit date). The row flips to Closed and TradeLog automatically works out your Net PnL, whether it was a Win, Loss, or Break Even, and adds smart auto-tags describing how you exited.

Add Risk and Detail (Optional)

Enter your Stop Loss in the SL/TP cell so the Risk column, the risk badges, and the R-multiple fill in. Add a Take Profit for your planned reward-to-risk. You can also add a strategy, timeframe, tags, chart images, and notes -- each in its own cell.

Start simple. Capture every trade with just the four key fields, then come back and add stops, tags, and screenshots whenever you like. Consistency matters more than completeness.
A trade is tied to the account shown in its account cell -- this controls the currency and risk settings used. Check it is the right account before you start, or switch it with the account cell on the draft row.

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