The trade entry page is laid out as an order ticket on the left and analysis cards on the right. Here's what each part does.
Order ticket
- Asset class — stock/ETF, futures, options, forex, crypto, or commodity. On the Free plan only stocks & ETFs are available; the other classes are locked and need Essential or Pro.
- Symbol / direction — the instrument and whether you're long or short.
- Entry & exit — price, quantity, and timestamps. Exit is optional for open trades.
- Stop & target — your planned risk and reward levels.
- Account, risk %, and commission — pinned at the bottom; used for sizing and fees.
Trade Plan
Shows your reward-to-risk (R:R) ratio plus the dollar risk, reward, and net figures your stop and target imply — before you take the trade.
Trade Result
Once an exit is filled, this card anchors the realized net P&L, shows how much of your planned target you captured (in R), and marks the trade a win or loss.
Position Sizing
Recommends a share/contract size from your account balance, risk percentage, and stop distance, and warns if your actual size exceeds the risk budget.
Journal & Review
Notes, rating, market context, mood, strategy checklist, and mistakes — the qualitative side. See Journaling and reviewing trades.