Managing Your Trades

Viewing Trades

1. Log in to your account.

2. Go to the Journal module.

3. Navigate to the Trades section.

Adding a Trade

1. Log in to your account.

2. Go to the Journal module.

3. Navigate to the Trades section.

4. Click the "Add" button.

5. Select the Trade type.

6. Enter one or more trade Executions and optionally enter Checklist information under the Due Diligence section.

7. Click "Add".

Importing Trades

1. Log in to your account.

2. Go to the Journal module.

3. Navigate to the Trades section.

4. Click the "Import" button.

5. Select the file to import. For an example CSV file, click the "Example" button.

6. Click the "Import" button to import your trades.