Global Demo – Overview

(We recommend viewing this video in Full-screen-modus on a Mac/PC, laptop or tablet (or at least in landscape on a smartphone / tablet)

More in detail

Header – Your trading results

On top of your sheet, you will always have an overiew of your trading results!

Trading Ballance:

Changes in your wallet
Time-laps: Current month & Year.

Summary of your trading-results:

How many wins vs losses (Number & PNL)
Time-laps: Current month & Year.

Lines – Startup

Start entering your trade-lines.

* After filling in your Trade Number. Automatically a lot of default-values will be loaded.
(Also quite a lot of fields that you will only see in the next movies).

* Exchange you are on with this trade.

* Date in trade (will be automatically filled in when entering the trade).

* The first check-mark (Closed) will be automatically filled in after you’ve closed a trade.
(Targets hit, SL hit or manual close of the trade)

Details of the trade

Fill in some details of your trade:

  • Wallet ($): This field will be automatically filled in with the current value of your wallet (header)
  • %-Risk: For proper risk-management fill in your total risk you want to take on this trade. (Filled in automatically with default value from your settings)
  • Long/Short: Which direction you want to go. Long or Short?
  • Leverage: If you have nog enough wallet-value available, you can add it up with some leverage.

Entries

Where you gonna enter your trade:

  • Up to 3 take entry points you can fill in.
  • Once an entry-point is hit check it in your trade-line.
  • A line that is in trade, will be shown in blue. (so you have a clear overview which lines are in trade at the moment)

Stoploss & Max. Position

Here you define your Stoploss & automatically your max. Position size will be calculated:

  • Stoploss ($): Here you fill in your Stoploss-value. (where you will go out of trade no matter what)
  • Stoploss (%): Automatically this percentage will be calculated.
  • Max. Position Size: Automatically your max. Position-size for this trade will be calculated. (Regarding: All points of entry, stoploss, risk-% and leverage)
  • Position Size: Automatically filled in with the calculated Max. Position Size. (but editable:  If you go higher than the max. Position Size, it will be shown in red to mention it to you)
  • Position Size incl. leverage: if using leverage, this is the real position-size of your wallet x leverage to fill in for example in Binance.

Take Profit (%)

Here you can define:

  • How many Take profit points you will define for this trade (up tot 6)
  • The take profit percentages when the target is hit.

If the full 100% is devided over all your TP’s, the percentages will be shown in blue.

Target Setup

Here you can define your targets to take profit:

  • 1RR (indicatief): If you like to take you first take profit on a specific RR-value, you can define this RR-value in your settings. In this field this value will be calculated automatically.
  • TP1: Here you can define your first take-profit value. (If you have defined in settings that you like to take profit at a specific RR-value, the calculated RR-value wil automatically be suggested here.
  • TP2 – TP6: Here you can define all your other take-profit-values.

Visibility: Depending on how much TP-targets en percentages you have defined earlier, the TP-targets to be filled in here are marked in a grey color.

  • SL2BE: Stoploss to break-even. For example: After hitting your first target, you want to make this trade safe by moving your stoploss to your entry-point. Here you can check this, so your calculated results will take this into account.

Out of position & (un)realised PNL’s

Maybe the most import part of this Trading-Journal! (and where we make a difference to other Trading-journals)

Out-of-Position:

In three ways you can go out-of-position:

  • Take profit (TP1 – TP6): If a target is hit, check it in your journal. In the PNL-panel you will see the result in green.
  • SL Hit: If your stoploss is hit, check it here. In the PNL-panel you will see the result in red. (unless you’ve moved and checked that your SL was moved to break-even)
  • Manual Close: If you decide to close the trade manually, you fill in the exit-value in here. (automatically the PNL-results will be updated too – for the remaining “bag” that you’ve closed manually now)
Fine-tune your trades (in advance!)

If you are not in trade yet… and you are defining your trade-setup: your PNL-values will also filled in here in grey.

So already by setting up your trade, you can fine-tune it:

  • What’s the total PNL for the setup I want to make?
  • What’s the impact on my PNL of moving my stoploss a bit lower / higher?
  • What’s the impact on my PNL of taking 3 entry-points or just one?
  • What’s the impact on my PNL of taking a target a bit lower / higher?
  • …

PNL – Totals

Here you can find the total realised PNL’s of closed trades.

  • Realised PNL (Total): Results of al your TP’s, Stoploss and/or manual out of trade. (Red of green)
  • Max. Profit ($): What is the max. possible profit this trade could give you depending on your setup you filled in.
  • Max. Profit (realised): How much of your setup / total PNL is already realised.
  • Max. Loss: What is the max. possible loss for this trade? (Depending on the risk-%, entries, stoploss)

Tradingview charts

Here you can paste the link to your tradingview-setups:

  • Tradingview (before): Your tradingview setup before the trade has played.
  • Tradingview (after): The result of the trade.

Comments

This is a noteblok for yourself to put some comments about this trade!

Manual Date (close)

When start using this Trading-journal, it could be nice to also register some trades from the past in it.

This is possible! Just register your trade on the correct month-tab and fill in here the closing-date of the trade.

Normally the journal closes the trade automatically when hitting: all of your targets, SL hit of a manual close of the trade.
By filling in this date, you can mention here it is a trade from the past. (relevant for your PNL’s for a specific month, the graphs,…)

Analysis

Trading Dashboard

A very nice feature to have!

  • Graph: Here you can see the evolution of your PNL-results! (of you fully closed trades -> realised PNL)
  • PNL-total: Here you can easily see the PNL-total realised.

Also you have some more detailed information about your trades:

  • Realised PNL (wins vs losses)
  • Number of wins vs losses
  • Average PNL per trades (wins vs losses)

Filter: possible to filter for a specific / current month. Or to get a Year-overview.

Graphs – Details

Some more in detail graphs:

  • Out-of-trade: Where you went most of the time out-of-trade? (TP1 – TP6, at SL or a manual close).
  • Long/shorts: Which direction worked the best for you until now? (Long or short, PNL’s of it,…)
  • Your profit (realised by currencies): What currencies where the most successful for you?
  • TP1 and TP2 RR-values: On what RR-values you gained your most profits? (can be important in a specific and difficult market to define your first and second TP)
  • …