The Professional Trader App 1.0

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Manual

2. How to use this App

What is and how to use this app

This app began as a need for a personal trading journal and, due to Coda capabilities, it evolved to everything (so far) a trader need for be a professional. Some ideas for this app come from Alexander Elder and others from my own experience and from what I saw from more experienced traders.

This app have a complete trading journal, a Action Plan, Routine Planner, Todo List, Reports, Trader Rules, Gems Research page and much more.

I hope with all this tool you can become a better trader and turn it into your daily job.

How to use it

The first thing is to set your Stop Loss values

Settings Page⁠

. After that you will add your Account Transactions (your initial capital, the deposits and withdraws).

Then you can add or delete the

Trading Style⁠

Coins⁠

Exchanges⁠

Wallets⁠

Strategies⁠

Trading Type⁠

and

Trading Style⁠

. at the respective pages. Don’t change any of the other variables. Or you can add a new coin when you are the Trades Table.

You can learn how to add or delete rows at

1. Coda Basics⁠

The main page that will be your first thing when you begin your trading day is the

Traders Dashboard⁠

The

Trading Journal⁠

is where you are going to add, close and review your trades. That’s the heart of this app.

The other pages are self explanatory and you can find more details about them below.

The Trading Journal

The trading journal is the heart of this app. It has all the info you need to be a professional trader.

Some columns are just numbers, like Leverage, don’t use 10x, only numbers.

To get your R:R you need to add the Stop Loss and Take Profit

Always add the Initial Shares, they are important to calculate the P/L and Equity.

When you are using an exchange with a fee in crypto you will fill the info at the Fee Crypto column and add the name of the coin at the Fee Coin Column. Most of columns are self explanatory.

The Enter Grade, Exit Grade and Trade Grade

This idea come from Alexander Elder. The enter/exit grade are metrics to help you know if you are entering at the lowest and exiting at highest of the choosen TF if you are trading long, if you are trading short the logic is the opposite.

Enter Grade

For example: if your entry was $10 at the 4H chart and the Highest of the day was 11.20 and the lower was 9. It means that your Enter Grade is 45.45%, that means you bought within the lower 45.45% of the 4h range. The ideal is always bought at the lowest, so try to keep your % below 50.

If you are shorting the idea is the opposite, you should by at the highest, so you should try to keep your % above 50.

You have to fill the following columns to get your Enter Grade:

High Enter Candle

Lower Enter Candle

Exit Grade

The exit grade is the opposite of the enter grade, you want to sell the closest to the top. So if you bought at $10 and sold at $12 with the higher of the candle being $12.05 and the lower of the candle is $11.80 your Exit Grade is: 80%. If you are long try to keep your exit grade above 50% and if you are shorting try to keep it below 50%.

You have to fill the following columns to get your Enter Grade:

High Exit Candle

Lower Exit Candle

Traders Dashboard

The Traders Dashboard is where you will begin your trading day. It has all the elements to help you have a quickly look of your trading situation and some check lists to help with discipline.

Routine

Having a routine is a great way to accomplish anything. As a trader is important to have the same routine everyday.

How to use it?

Just add the date and check the boxes of what you’ve already done.

Add a new Routine

If you add a new routine and want the table to keep the conditional formatting you need to add the new column to the formula at “Count” column. The Count column is hidden, so you need to hove over the table. A menu will show up, just click on Columns and a right lateral menu will show up. Just click on the eye right to Count so it can show up. You can hide the Count column updating it.

To add a formula, click at left of the header of the Count column (if you hover over the header you will see a arrow, click at it) and then click to “Edit Formula”. The formula box will show up, you just need to type “+” and then the first 3 letters of the new column’s name. Hit “Tab” to auto fill and then enter.

Summary

⁠

The summary is automatic. It shows important information so you can begin your trading day:

Your total Equity: your trades P/L + your initial capital + deposit - withdraw.

How many open trades you have.

How many trades you have and your unrealized gains (this will appear when you fill the stop gain column).

What is your optimal R:R so you can focus on trades with that R:R or above.

Your total capital at risk represents all the stop loses you have. If you didn’t add a stop loss all the position will be considered at risk. Set how much you are willing to risk per month at the

Settings Page⁠

Charts

Here you can see your P/L and Equity curves.

Trading Journal Page

In this page you have buttons to add trades, and the following tables:

Close your trades - only the columns necessary to close your trades.

Review your trades - all the columns necessary to review your trades and some filters to help.

How to add a trade

Spot Trade

Click on the button “Add Spot Trading”.

It will open an windows with the following

Leverage Trade

How to close a trade

Go to the

Trading Journal⁠

page. There you will find “Spot Trading”, “Leverage Trading” (for margin and futures) and “Review your Trades”.

To add a trade just use the four green buttons at the beginning of the page.

Example: if you click at “Add Spot Trading” it will open a form with “Spot Trading” filled and all the info you need to fill.

Coda doesn’t allow to add a template based on a button action, so you need to check if the form you are using is the Spot Trading template or the Leverage Trading template.

You can link a TradingView chart at the column: Entry Chart and/or Exit Chart. You will need the link chart from TV.

Some important information about fees:

if you are using the Exchange coin to pay fee remember to check “Fee Coin” when enter the Exchange coin trade.

Further instructions are at

Fee⁠

page.

What if I have 3 Take Profit levels?

You need to create 3 entries, all with the same date and time. Divide the number of shares between the 3.

How to close a trading?

To close a trade you need to go either to Spot Trading, Leverage Trading or Review your Trades.

Action Plan

Reports

Personal Journal

Routine

Things to Remember

Todo

Trader Rules

Before Trading Checklist

Gems Research

Wiki

DataBase

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