The Crypto Perp Journal is the place to enter all your perp trade. You can access the journal by going to the top menu under Trading Journal > Manage your trades > Crypto > Add, edit, or delete your perp trades.
In this post you will learn:
- How to enter a crypto perp trade
- How to filter by status or ticker
- How to delete a trade
- How to get more help
How to enter a crypto perp trade #
To enter a trade, follow these mandatory steps:
- Enter a valid ticker.
- Select if it’s a buy or sell.
- Select if it’s a long or short.
- Enter the leverage used.
- Enter the date of the transaction.
- Enter the price you paid or sold for each quantity.
- Enter the quantity.
After you enter the quantity, the sheet will start creating the position to be displayed in the Crypto Dashboard. You will see a friendly message asking you to wait while it’s updating the Crypto Dashboard.
Once it disappears, that confirms the trade has been successfully recorded in the Crypto Dashboard.
When you decide to sell all your quantity for a specific ticker, the following events will occur in the journal:
- The ticker’s bold font will be removed.
- The current price will be removed.
- The unrealized PnL in $ and % will be removed.
How to filter by status or ticker #
If you wish to see only the trades that are still open, you can use the “Filter By” option at the top and select the status “Open.”
How to delete a trade #
To delete a trade, select the row number from the dropdown under “Delete Trade.” Once selected, it will delete the selected row in the Crypto Perp Journal. If it is the only trade within that position, it will also delete the position in the Crypto Dashboard.
IMPORTANT: Do not right-click on a row to delete it, as this will not update the Crypto Dashboard.
How to get more help #
You can find more details about each column by hovering your mouse over the header of each column, as shown below.
You can also access this help site from the “Quick Links” dropdown by clicking on “Need Help.”
