The Journal is where every trade lives. You can log trades by hand, import them or send them by message. This page covers the form in the app.
#Open the form
In Journal, click New trade. You can also press ⌘K anywhere and choose Log trade.
#Fields
#The trade
- Strategy (required): the setup or playbook this trade belongs to
- Symbol: WIN, WDO, PETR4, ES, NQ, BTCUSDT or any other
- Side: Long (buy) or Short (sell)
- Quantity: contracts or shares
- Entry price and Exit price. Leave the exit empty while the trade is open
- Stop and Target
- Fees: brokerage, exchange fees and other costs of the trade
- Point value: how much one point is worth per contract. Use 1 for stocks and crypto
- Date, Entry time and Exit time
#The review
- Emotion: Calm, Confident, FOMO, Fear, Greed, Revenge, Bored or Tired
- Execution: a grade from 1 to 5
- Followed the plan: whether entry, stop and size matched your rules
- Mistakes: what went wrong, separated by commas, like "moved stop, chased entry"
- Notes: why you took the trade and what you would do differently
#What Seferu works out
- Net P&L, after fees and point value
- Risk and R-multiple, when you fill in the stop
- Suggested size, from the capital and risk per trade in your rules
- Careful before this trade, a warning when the trade breaks one of your rules, like the daily stop or the cooldown after a loss
Closed trades also become a movement in Transactions, in the trade's account.
#Edit or delete
Click a trade in the Journal calendar or list to open it, change any field and click Update trade.
#Other ways to log trades
- Import a CSV from your platform, broker or spreadsheet
- Send a broker statement or a screenshot by chat
- Write the trade in a message: "bought 2 WIN at 128,350, stop 128,200, out at 128,600"
- Sync MetaTrader 5