Adding Trades
Log trades with full context—stocks, options, futures, forex. Entry, exit, P&L, and more.
Adding Trades
Log every trade with complete details. TradeVision supports stocks, options, futures, and forex—each with tailored fields.
Quick Add
- Click + New Trade in the header or go to Trading → Add Trade
- Select instrument type (Stock, Option, Futures, Forex)
- Fill in the required fields
- Save
Required Fields
- Symbol – Ticker or instrument
- Side – Long/Buy or Short/Sell
- Entry – Date, time, price, quantity
- Exit – Date, time, price
- P&L – Net profit or loss
Optional Fields
- Setup – Link to a playbook
- Tags – Custom tags for filtering
- Notes – Trade rationale, lessons learned
- Screenshots – Attach charts
- Fees – Commissions and fees
- Emotional state – How you felt (for journaling)
Instrument Types
Stocks
Entry/exit price, quantity, P&L. Standard equity fields.
Options
Strike, expiry, option type (call/put). Position size in contracts.
Futures
Contract specs, tick value. P&L calculated from contract details.
Forex
Lot size, currency pair. Pip-based or monetary P&L.
Duplicating Trades
From the Trade Log, click a trade and use Duplicate to create a similar entry with pre-filled data.
Tips
- Log immediately – Details fade quickly
- Link to playbooks – Enables setup-level analysis
- Add screenshots – Visual context helps later
- Use tags consistently – Makes filtering and reports easier