The Stock Spot Journal is the place to enter all your spot trades related to stocks. You can access the journal by going to the top menu under Trading Journal > Manage your trades > Stock > Add, edit, or delete your spot trades.
In this post you will learn:
- How to enter a stock spot trade.
- How to filter by status or ticker.
- How to delete a trade.
- How to get more help.
How to enter a stock spot trade #
To enter a trade follow those mandatory steps 👇:
- Enter a valid ticker.
- Select if its a buy or sell.
- 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 #
To delete a trade select the row number from the dropdown under “Delete trade”. Once selected if will delete the selected row in the Stock Spot Journal but also if it is the only trade within that position it will also deleted the position in the Stock Dashboard.
IMPORTANT: Do not right click on a row to delete because if you do so it won’t update the Stock Dashboard.
How to get more help #
You can find more detail about each column by moving your mouse over the header of each column as you can see below 👇.
You can also access this help site from the “Quick Links” dropdown and click on “Need help”.