Trade Entry
The Trade Entry module allows you to log, edit, and track individual trades across equity and F&O segments.
Accessing Trade Entry
Click Trade Entry in the left sidebar. You will see the trade log table with all existing trades.
Logging a New Trade
- Click + New Trade in the top-right corner.
- Fill in the trade form:
| Field | Description |
|---|---|
| Symbol | Underlying stock or index symbol |
| Segment | EQ / FUT / OPT |
| Trade Type | BUY / SELL |
| Quantity | Number of shares or lots |
| Entry Price | Price at which position was entered |
| Entry Date | Date of entry (YYYY-MM-DD) |
| Exit Price | Price at which position was closed |
| Exit Date | Date of exit (leave blank for open positions) |
| Notes | Optional remarks about the trade setup |
- Click Save Trade.
Editing a Trade
- Click the pencil icon on any row in the trade table.
- Modify the relevant fields.
- Click Update.
Deleting a Trade
- Click the trash icon on the trade row.
- Confirm the deletion in the popup dialog.
Warning: Deletions are permanent and cannot be undone.
Filtering and Searching
Use the filter bar at the top of the trade table to:
- Filter by Symbol
- Filter by Segment (EQ, FUT, OPT)
- Filter by Date Range
- Search by free text (symbol name, notes)
Open vs Closed Trades
- Open Trades: Exit date is blank; P&L is unrealized.
- Closed Trades: Exit date filled; P&L is realized and shown in green (profit) or red (loss).
Next: Reports