Skip to content
Positions
Positions Instructions
Creating a Position
Note: If you don’t want all of these it’s super easy to delete them
Field Categories
Field Category
Description
(C)
Any field with a (C) in the name is calculated for you
Position
General information about the position (Ex. the direction of the trade)
Now
Current values for open positions. Lets you see the current state of an investment (Ex. Unrealized P/L)
Tags
Characteristics that vary for each trade (Ex. Confluence)
Entry
Trade Information (Ex. Size of entry in USD)
Exit
Exit Information (Ex. Target Take Profit)
Fees
Fee values (Ex. Fee’s Funding)
Risk
The risk taken on given the Entry and Stop Loss (Ex. % of Portfolio Risked)
Result
For closed trades → The final results (Ex. P/L)
Balance
The balance of assets when you opened the trade
Calc
Don’t worry about it - just for calculations
There are no rows in this table
Position Creation Form
Adding or Subtracting From a Position
Click the “Add / Subtract” button on an open position to make a change
Closing a Position
2 Options:
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.