Trade Logger
Log your trades with our structured 3-phase system. Capture your thought process, execution details, and post-trade reflections.
Create a Workflow First
The 3-Phase System
Every trade in Flow follows a structured 3-phase process, ensuring you prepare, execute, and reflect on each trade.
Pre-Trade Phase
Before entering the trade
Purpose
Planning and preparation. Check your mental state, validate the setup, and define your risk before putting on any position.
What to Capture
- • Emotional state and clarity
- • Setup quality and confidence
- • Risk/reward analysis
- • Trade rationale
Execution Phase
During/after trade entry
Purpose
Document the trade execution. Record your entry details, position size, and any execution-related notes.
What to Capture
- • Entry price and time
- • Position size
- • Stop loss and target levels
- • Execution quality
Post-Trade Phase
After closing the trade
Purpose
Reflection and learning. Review the outcome, grade your execution, and capture lessons for improvement.
What to Capture
- • Exit price and P&L
- • Trade grade (A-F)
- • Lessons learned
- • Improvement notes
Logging a Trade
Follow this step-by-step guide to log your first trade.
Select Your Workflow
Enter Trade Details
Fill in the basic trade information:
- Symbol - The ticker symbol (e.g., SPY, AAPL)
- Direction - Long or Short
- Entry Price - Your entry price
Complete Pre-Trade Steps
Click 'Next Phase'
Complete Execution Steps
Click 'Next Phase' Again
Complete Post-Trade Steps
Click 'Complete Trade'
Input Types
Different preset steps use different input types. Here's how to use each one.
| Type | Description | Example Use |
|---|---|---|
| Text | Free-form text area for notes and explanations | Trade rationale, lessons learned, improvement notes |
| Number | Numeric input with optional min/max | Entry price, position size, risk/reward ratio |
| Slider | 1-10 scale slider for ratings | Confidence level, emotional state, setup quality |
| Checkbox | Simple Yes/No toggle | Stop loss set? Plan followed? Rules obeyed? |
| Radio | Single choice from multiple options | Market direction (bullish/bearish/neutral) |
| Multiselect | Multiple choices allowed | Indicators used, catalysts present |
| Time | Time picker for timestamps | Entry time, exit time |
Closing a Trade
When your trade is complete, here's how to close it and record the outcome.
Go to Journal
Click on the Trade
Update Exit Details
Add the closing information:
- Exit Price - Your exit price
- P&L - Profit or loss amount
- Status - Change to Closed
Save Changes
Trade Completed!
Best Practices
- • Log trades immediately, while details are fresh
- • Be honest in your self-assessments
- • Complete all phases, especially Post-Trade
- • Use detailed notes for lessons learned
- • Review your trades weekly in the Journal
- • Skip the Pre-Trade phase - it’s crucial
- • Rush through Post-Trade reflection
- • Inflate your confidence scores
- • Forget to close trades and record P&L
- • Ignore patterns in your losing trades
Troubleshooting
Common issues and how to resolve them.
No workflows found
You need to create at least one workflow in Edge Builder before logging trades. Go to Edge Builder and create or load a template.
Failed to create trade
Make sure you’ve entered all required fields: Symbol, Direction, and Entry Price. Check that you’re logged in and your session is valid.
No steps for this phase
Your workflow may not have steps assigned to the current phase. This is okay - click Next Phase to continue. Consider adding phase-appropriate steps in Edge Builder.