Log In Get Started

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 (blue plus icon)
  2. Select your Asset Type: Futures, Stocks, Forex, Crypto, or Options
  3. Choose Manual Entry (or CSV Import if importing from broker)
  4. Complete the 7-step trade entry form

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.

Entry & Exit

  • Entry Price - Your entry price
  • Entry Time - When you entered (optional)
  • Exit Price - Your exit price
  • Exit Time - When you exited (optional)

Click + Multiple Entries/Exits if you scaled in or out of the position.

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
Auto-Calculation

Many fields auto-calculate based on your entry/exit prices, quantity, and multiplier. You can customize which fields auto-calculate in Settings > Calculation.

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

Link the trade to your trading strategy:

  • 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)
Create Strategies First

Before you can link trades to strategies, you need to create them in Strategies. See the Building Trading Strategies guide.

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.

Set Up Protocols First

Create your protocol checklists before using this step. See the Trading Protocols Guide for setup instructions.

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

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