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. For calls and puts see Logging options trades.
- Symbol / direction — the instrument and whether you're long or short.
- Entry & exit — price, quantity, and timestamps. Exit is optional for open trades.
- Status — a new trade starts Open, because you are usually logging a position you have just taken. Filling in an exit price closes it and stamps the exit time for you. While an exit price is recorded the trade is closed by definition, so the other two choices are unavailable — clear the exit price to reopen it. Planning is for a setup you have not entered yet.
- Stop & target — your planned risk and reward levels.
- Account, risk %, and commission — pinned at the bottom; used for sizing and fees. The commission box states its unit (per side on stocks, per contract on futures and options) and prints the resulting round trip beneath it — see How commissions and fees work.
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.