Click + Add Trade on the Dashboard. The form is the same panel you get when you click a trade in the table, so adding and reviewing look and behave alike.

Steps

1. Type the symbol, then click the Long/Short badge to set direction.
2. Fill in Entry, Quantity and Trade Date. These are required.
3. Leave Exit blank if the trade is still open. Fill it in later and the P&L appears.
4. Pick the account book it belongs to. It defaults to the tab you are on.
5. Add notes, tags or a screenshot now if you want them, then click Save Trade.

Good to know

• The P&L in the header updates as you type, before you save anything.
• Once saved, reopening the trade lets you edit every field in place — each one saves on its own as you leave it, and you will see Saving then Saved next to the P&L.
• You cannot blank a required field on an existing trade; it puts the stored value back.
• Winner, Loser and Breakeven are applied for you from the P&L and cannot be set by hand.

Open Dusk Analyst