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Creating a Trade

There are several ways to create a new trade in EdgeBook:

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Method 1: Click the + Button

Click the + New Trade button in the top navigation bar to open the trade creation modal.

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Method 2: Drag and Drop

Drag a chart screenshot directly onto the trades area. EdgeBook will create a new trade with that image attached.

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Method 3: Paste from Clipboard

Copy a screenshot to your clipboard and press Ctrl+V (or Cmd+V on Mac) anywhere in the app. A new trade will be created with the pasted image.

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Trade Details

When creating a trade, you can fill in the following information:
  • Title - A descriptive name for your trade (e.g., “NVDA breakout from consolidation”)
  • Symbol - The ticker symbol (e.g., AAPL, /ES, BTCUSD)
  • Date - When the trade was taken
  • Direction - Long or Short
  • Result - Win, Loss, Breakeven, or Open
  • Rating - 1-5 stars to rate trade quality
  • Workflow Status - Your custom statuses (e.g., “To Review”, “Reviewed”)
  • Execution Type - Real, Paper, or Watched
  • Tags - Add multiple tags for categorization
  • Strategy/Setup - Link to a specific setup from your strategies
  • Trader - If tracking multiple traders or accounts

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Adding Notes

The notes section uses a rich text editor with full formatting support:
  • Bold, italic, strikethrough
  • Bullet and numbered lists
  • Checklists for review items
  • Headers for organization
Use Note Templates to maintain consistent structure across all your trade notes. Access templates from the dropdown in the notes editor.

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Adding Charts

Attach chart screenshots to document your trade:
  1. Click the + Add Image button
  2. Select images from your computer, or drag and drop
  3. Reorder images by dragging thumbnails
  4. Click any image to view full-screen with zoom
You can annotate your charts after uploading. Click the edit icon on any image to open the annotation editor.

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Saving Your Trade

Click Save to create the trade. You can always edit it later by clicking on the trade card to open the detail view.

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Next Steps

Annotate Charts

Learn to mark up your charts with arrows, lines, and text.

Build Patterns

Start collecting recurring chart patterns.