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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: Post-Trade Review

Complete your post-trade protocol checklist (if you have one set up):

  • Select a protocol to review
  • Check off items you followed
  • This helps track your discipline over time
Protocols

Protocols are pre-trade or post-trade checklists you create. 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