Trade Entry

Manual Logging
With Psychological Tags

Perfect for option buyers and swing traders who want to manually audit setups, log emotions, and attach technical screenshots.

Interactive Entry Wizard

Click through the steps below to experience how the manual entry panel guides you through a disciplined trade logging workflow.

1. Default Entry Panel

Start by selecting your broker account and logging core details. Set the asset type (Equities, Options, Futures), direction (Buy/Sell), entry price, and dates easily.

2. Position Sizing Helper

Calculate position sizes dynamically. By selecting your account risk percentage (e.g. 1% or 2% of total equity) and stop-loss level, the sizing helper automatically computes the recommended contract or share quantity.

3. One-Click Auto-Apply

No manual typing or calculation errors. Simply click the **"Apply Recommended Qty"** button, and the system automatically fills the quantity input fields instantly.

4. Fundamental Bulb Alerts

Hover your cursor over the lightbulb icon next to the symbol field to check fundamental diagnostic statistics, corporate actions, and warning alerts for the stock before logging.

5. Journal & Mood Logging

Input qualitative details. Switch to the Journal tab to write entry/exit notes, assign setup tags, record emotional states (e.g. FOMO, calm, stress), and attach chart screenshots.

app.myfinancesheet.com/trade-entry/step-1
Default Trade Entry Panel
Core parameters: select account, asset type, and direction.
Position Sizing Calculator
Position Sizing: inputs risk % to display recommended quantity.
One-Click Auto Fill
Click to auto-apply calculated size to input fields.
Symbol Bulb Hover Diagnostics
Bulb Icon: hovers to reveal fundamental metrics and stock warnings.
Journal and Mindset Logging
Journal Tab: logs notes, technical attachments, and emotional tags.
Journal Management

Detailed Edit Window & Logs Table

Review, correct, and fine-tune your logs. Switch between viewing your historical logs in a tabular grid and modifying parameters inside the quick edit modal window — featuring direct access to the Mental Replay simulator.

  • Mental Replay: Launch the replay engine in one click from the edit modal to audit execution blueprints
  • Edit existing trade parameters and state tags retroactively
  • Grid system featuring sorting, groupings, and quick search
app.myfinancesheet.com/journal/edit-window
MyFinanceSheet Edit Trade Parameters
Automated Integration

API Connections & Bulk CSV Imports

Don't want to type manual trades? Sync your trades in seconds from the Sync Trade Center using secure APIs or raw CSV spreadsheet uploads.

  • Connect Indian brokers (Zerodha, Dhan, FYERS)
  • Import international futures/crypto exchanges (Delta)
  • Secure, read-only API authentication credentials
app.myfinancesheet.com/sync-trades/api
MyFinanceSheet Sync Trade Center
Next: Performance Calendar