Adding Trades Manually

This guide walks you through the manual trade entry process. Tradavity uses a multi-step form to help you document your trades thoroughly.

Starting a New Trade

Click Add Trade in the sidebar to open the trade method chooser. There are four entry methods to pick from:

• Quick Add — A single-overlay fast logger for when you only want to capture the essentials. See Quick Add Mode below.
• Manual Entry — The full 7-step form covered by the rest of this page. Use this when you want to document everything (strategy, protocols, psychology, screenshots, etc.).
• CSV Import — Pull a single trade out of a broker export and review it in the Manual form before saving.
• Auto-Sync — Connect a supported broker so trades flow in automatically every 15 minutes.

To use the full Manual form:

1. Click Add Trade in the sidebar
2. Choose Manual Entry on the method chooser page
3. Select your Asset Type: Futures, Stocks, Forex, Crypto, or Options
4. Complete the 7-step trade entry form

Fullscreen Mode

Click the expand icon in the header to switch to fullscreen all-in-one mode. This displays all trade entry sections side by side in a 4-row grid layout, letting you fill everything without stepping through tabs.

• Row 1: Core trade data (full width)
• Row 2: Market Context and Psychology (side by side)
• Row 3: Strategy and Protocol (side by side)
• Row 4: Notes on the left, Tags and Screenshots on the right

On mobile, the layout stacks into a single column. Click the collapse icon to return to the step-by-step view.

The 7-Step Trade Entry Form

The form is divided into 7 steps. You can navigate between steps using the numbered buttons at the bottom, or click Skip to move to the next step without filling optional fields.

Step 1: Core Trade Data

This step captures essential trade information:

Basic Info

• Trade Date - Date and time of the trade (auto-fills to current time)
• Symbol - The instrument you traded (e.g., ES, AAPL, EURUSD)
• Direction - Long or Short
• Quantity - Number of contracts, shares, or lots
• Multiplier - For futures: the point value (e.g., ES = 50). Stocks and crypto use 1.
• Tick Size - The minimum price increment for the instrument. Auto-fills based on the symbol and asset type (e.g., 0.25 for ES futures, 0.01 for stocks)

Entry & Exit

The entry and exit section supports multiple input modes:

• Simple mode - Single entry price, exit price, and optional times
• SL/TP mode - Entry, exit, plus stop-loss and take-profit fields in one row
• Per-row mode - Individual SL/TP modes per execution row (points, price, or ticks depending on asset type)

Click + Add Row to add multiple entries or exits for scaling in/out. When adding rows, the remaining quantity auto-fills based on what's already entered.

Performance Metrics

• Gross P&L - Profit/loss before fees (can auto-calculate)
• Fees - Trading commissions and fees
• Net P&L - Profit/loss after fees (can auto-calculate)
• Total Points - Points/pips gained or lost (can auto-calculate)
• Stop Loss Price - Your stop loss level
• Take Profit Price - Your target level
• Expected R:R - Risk-to-reward ratio planned
• Realized R:R - Actual risk-to-reward achieved

Step 2: Market Context

Document the market conditions when you took the trade:

• Market Condition - Trending, Ranging, Choppy, Volatile, or Quiet
• Trading Session - Pre-market, Regular, After-hours, Overnight, Asian, London, New York, Overlap
• News Events - Any relevant news or economic events (text field)
• Setup Quality - A+, A, B, C, or F rating for the setup
• Exit Type - Hit Target, Stopped Out, Trailing Stop, Manual, Break Even, or Timed

Step 3: Strategy

Select the trading strategy you used:

• Strategy - Select from your created strategies
• Setup - Select the specific setup within that strategy
• Trade Quality Grade - How well you executed (A+, A, B, C, F)

Step 4: Psychology & Mindset

Track your mental state during the trade:

• Emotional State - Select emotions (Calm, Focused, Confident, Fearful, Greedy, Anxious, Frustrated, Excited, Impatient, Overconfident)
• Bias - Bullish, Bearish, Neutral, or None
• Confidence Level - Slider from 1-10

Step 5: Trade Protocols

Complete your trade protocol checklists (if you have them set up). There are 3 types:

• Pre-Trade - Checklist to review before entering (e.g., "Checked higher timeframe", "Risk calculated")
• In-Trade - Checklist for while the trade is active (e.g., "Followed trade plan", "Managed emotions")
• Post-Trade - Checklist for after closing (e.g., "Reviewed execution", "Logged lessons")

For each protocol type, select a protocol and check off items you followed. This helps track your discipline over time.

Protocols now track a completion percentage that measures how thoroughly you completed each checklist. Required items are enforced — if any required items are left incomplete, the step tab shows a warning badge and you'll be prompted to complete them before saving.

Step 6: Documentation

Add notes and tags to categorize your trade:

Notes

• Thought Process - Your reasoning for entering the trade
• Mistakes Made - What went wrong (if anything)
• Learning Notes - Key takeaways from this trade
• General Notes - Any other observations

Notes support basic formatting with the text editor toolbar.

Tags

• Select tags to categorize the trade
• Tags are organized by category
• Use tags to filter and analyze trades later

Step 7: Screenshots

Add chart screenshots to document your trade visually:

• Click or drag to upload images
• Add labels to each screenshot (e.g., "Entry", "Exit", "Higher Timeframe")
• FREE plan: 1 screenshot per trade
• PRO plan: 3 screenshots per trade

Auto-Save Drafts

Your trade entry is automatically saved as a draft as you fill in the form. If you navigate away or close the browser accidentally, your progress is preserved.

• Drafts are saved to the database (not just browser storage) so they persist across devices
• When you return to the Add Trade page, a Restore Draft button appears if a draft exists
• Click it to restore all fields including executions, protocols, tags, and screenshots
• Drafts are automatically cleared when you successfully save a trade

Saving Your Trade

On step 7, click Save Trade to save your entry. Required fields are:

• Trade Date
• Symbol
• Direction

All other fields are optional. After saving, you'll be redirected to the Trades list where you can view your entry.

Quick Add Mode

Quick Add is a stripped-down trade entry mode designed for logging a trade in about 30 seconds. There are no steps, no tabs, and no required documentation — just one overlay with the essentials. Use it when you want to capture the trade quickly and come back later to fill in detail (or when the detail isn't worth it).

Opening Quick Add

1. Click Add Trade in the sidebar
2. Choose the Quick Add tile (the first card on the chooser)

If you're in All Accounts mode, the picker overlay opens first so you can choose which account this trade belongs to.

What's in the Overlay

Quick Add presents one screen with these fields:

• Date — Auto-fills to the current time. You can change it.
• Symbol — Pre-seeded from your most-traded instrument. If your default asset type isn't Futures, an asset chip row appears so you can switch (Stocks, Forex, Crypto, Options) without leaving the overlay.
• Direction — Long or Short toggle, tinted with your P&L colors so it's clear at a glance.
• Quantity — Numeric input plus quick-increment chips.
• Net P&L — The trade's profit or loss. Colored using your win/loss/breakeven palette.
• Grade — A+, A, B, C, or F chips for trade quality.
• Expected and Realized R:R — Two signed sliders running from 1:0.5 to 1:20 in 0.1 steps, center-anchored and tinted by your P&L colors so the sign is obvious.
• Screenshot — Drop or paste images directly (Ctrl+V works). The screenshot section auto-expands when you paste or drop.
• Note — An expandable rich-text note (saved as your General Notes field).

Anything you don't fill in is left blank and can be edited later from the trade detail page or by inline-editing in the trade history.

CSV Import From Quick Add

The overlay header has a CSV chip that opens the same single-trade CSV import flow as Manual Entry. You upload a broker export, pick one trade from the preview, and its data fills into the Quick Add fields ready to save. The same broker list, export-type chooser, and timezone prompt apply — see Importing Trades via CSV.

Saving

The save bar is pinned to the bottom of the overlay. Required fields are the same as Manual Entry: Trade Date, Symbol, and Direction. Click Save to log the trade. After saving, you land on the Trades list with the new trade visible. Quick Add uses the same save pipeline as Manual Entry, so copy-trading propagation, balance recalculation, and screenshot persistence all work identically.

Quick Add vs Manual Entry

	Quick Add	Manual Entry
Layout	Single overlay, no steps	7-step form (or fullscreen 4-row grid)
Fields	Date, symbol, direction, qty, net P&L, grade, R:R, screenshot, note	Everything Quick Add has plus market context, psychology, strategy, protocols, all four note fields, tags, and multi-execution entry/exit
Auto-calc	Not used — you enter the numbers you want	Full P&L triangle, points, holding time auto-calc
Best for	Logging fast, filling in details later	Full journaling and review during entry

Both modes write to the same trade record — you can start with Quick Add and edit the trade later to add the deeper documentation.

Tips for Efficient Trade Entry

• Use auto-calculation - Let the system calculate P&L and points when possible
• Skip optional steps - You can always edit the trade later to add more details
• Set up strategies first - This makes step 3 faster and more useful
• Create tags - Pre-create tags you commonly use for faster entry
• Use keyboard shortcuts - Tab through fields, Enter to continue