Stock Margin Journal

The Stock Margin Journal is the place to enter all your margin trade. You can access the journal by going to the top menu under Trading Journal > Manage your trades > Stock > Add, edit, or delete your margin trades.

In this post you will learn:

How to enter a stock margin trade.
How to filter by status or ticker.
How to delete a trade.
How to get more help.

How to enter a stock margin trade #

To enter a trade follow those mandatory steps 👇:

Enter a valid ticker.
Select if its a buy or sell.
Select if its 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 Stock Dashboard. You will see a friendly message in to ask you to wait while its updating the Stock Dashboard.

Once it dissappear that confirms that the trade has been succesfully recorded in the Stock Dashboard.

When you decide to sell all your quantity for a specific ticker the following event will happen in the journal.

The ticker 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 #

Also if you wish to only see the trades that are still open then you can use the “Filter By” at the top and select the status “Open”.

How to delete a trade #

Do delete a trade select the row number from the dropdown under “Delete trade”. Once selected if will delete the selected row in the Stock Margin Journal but also if it is the only trade within that position it will also deleted the position in the Stock Dashboard.