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Origin story, why we chose Coda, how the same principles can be used to create something with a similar structure
The Trading Journal was originally created as a marketing giveaway for the trading company .
It was originally called Supertrader Checklist. Here’s a video we created as a demo.

TradeDirect365 was founded by a highly successful trader who had a vision for “a trading platform created by a trader for traders”. There are a handful of big players in the industry and it can be hard to differentiate and service a niche. We wanted to create something of value that helps people to become better traders and tie that in to the education arm of the company. We decided to offer it freely in exchange for an email address.

Feature 1: Data Filtering

There are 2 tables that hold all the data, Trade Entry and Trade Exit.
The ability to create different views of the data by filtering works very well to manage the process flow of
putting a trading instrument on a watchlist
opening the trade
closing the trade
reviewing the trade

The process flow is managed by creating a separate section for each stage in this flow and filtering the data by Trade Status to display relevant information for each stage. We also used powerful Coda functionality such as data switches and formulas to automatically change data values.

Feature 2: One to Many Table Structure

One of the requirements of the trading journal was to handle partial trade exits. For example, a trader can buy 5 units, sell 3 on one day and 2 on another day. This requirements translated into a data structure where we store multiple rows in the trade exit table that all relate to one row in the trade entry table - all with the same trade id.
The principle behind this can be used and adapted in many different ways. For example, we used the trading journal as a starting part for a project management doc which handles multiple milestones for one project.

Outcome: Valuable tool that can easily be shared

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