Trade Logging
Log trades manually or import from your broker. Every trade becomes context for your reflections.
Manual Trade Entry
From the dashboard or Trades page, click + New Trade.
Required Fields
| Field | Description |
|---|---|
| Market Type | Forex, Stocks, Crypto, Futures, or Indices |
| Symbol | The instrument (e.g., EURUSD, AAPL, BTC) |
| Direction | Long or Short |
| Entry Price | Your entry price |
| Exit Price | Your exit price (leave blank for open trades) |
Optional Fields
- Stop Loss / Take Profit — Auto-calculates R:R ratio
- Entry Emotion — How you felt entering the trade
- Exit Emotion — How you felt exiting
- Pre-trade Confidence — 1-10 scale
- Screenshots — Paste from clipboard or upload
- Notes — Free-form trade notes
Import Trades
Bulk import trades from CSV or XLSX files. Available on Trader and Pro plans.
Supported Formats
- • TradingView export
- • MetaTrader 4/5 history
- • Binance trade history
- • Generic CSV with required columns
How to Import
- Go to Trades → Import
- Drag and drop your file or click to browse
- Forge auto-detects the format and maps columns
- Review the preview and click Import
Tip: Import your historical trades before your first reflection so the AI has more context.
Trading Defaults
Save time by setting default values for each market type. Go to Settings → Trading Defaults.
- • Default lot size, shares, or contracts
- • Risk per trade percentage
- • Commission/fee settings
- • Preferred market type
When you create a new trade, these defaults auto-fill based on the market type you select.
Automatic P&L Calculation
Forge calculates your P&L automatically based on:
- • Entry and exit prices
- • Position size (lot size, shares, etc.)
- • Commission/fees from your defaults
- • Direction (long/short)
You can always override the calculated P&L with a manual value if needed.