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

1. Click Add Trade in the sidebar
2. Choose Enter Manually on the method chooser page (or Import CSV to import from a broker)
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.

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