Skip to main content

​
Overview

Execution Types help you categorize trades by how they were executed. Separate your real money trades from paper trades and trades you watched but didn’t take.

​
Default Execution Types

EdgeBook includes three default types:

​
Managing Execution Types

​
Accessing Execution Type Settings

  1. Go to Manage in the sidebar
  2. Click Execution Types

​
Creating a Custom Type

  1. Click + Add Type
  2. Enter a name
  3. Choose a color
  4. Click Save

​
Custom Type Examples

  • Demo Account - Trades on a demo platform
  • Competition - Paper trading competition entries
  • Backtest - Historical trade analysis
  • Mentor Trade - Trades taken following a mentor’s calls

​
Using Execution Types

​
Setting on a Trade

  1. Create or edit a trade
  2. Select the execution type from the dropdown
  3. Save the trade

​
Filtering by Type

Use the Execution Type filter to:
  • View only real trades for performance analysis
  • Review paper trades separately
  • Analyze watched trades for missed opportunities

​
Analysis Benefits

​
Separating Performance

Keep real and paper trades separate:
  • Real trades show actual performance
  • Paper trades show theoretical performance
  • Compare to see if you execute differently with real money

​
Tracking Watched Trades

Log trades you saw but didn’t take:
  • Review missed opportunities
  • Identify patterns you hesitate on
  • Build confidence in your setups

​
Testing New Strategies

Use paper trades to:
  • Test new setups before risking real money
  • Track results over time
  • Decide when to go live

​
Best Practices

Don’t mark paper trades as real. Accurate categorization leads to accurate analysis.
Trades you didn’t take are valuable data. They show what you’re missing and why.
Periodically analyze each type separately. You might trade differently in paper vs real.

Advanced Filtering

Filter trades by execution type.

Display Settings

Show execution type on trade cards.