Adding Your First Trade

Learn how to quickly add your first trade to Ascentia and start tracking your trading performance.

Getting Started with Trade Entry

Learn how to quickly add your first trade to Ascentia and start tracking your trading performance.

Adding your first trade is the first step to unlocking Ascentia's powerful analytics and AI insights. The process is designed to be quick and intuitive while capturing all the essential information about your trade.

Step-by-Step Guide

Navigate to your dashboard and click the "Add Trade" button in the top right corner
Select the asset type (Stocks, Forex, Crypto, Options, or Futures)
Enter the ticker symbol or search for your asset
Choose the trade direction (Long or Short)
Enter your entry price and quantity
Add your exit price (or leave blank for open positions)
Select the entry and exit dates/times
Click "Save Trade" to add it to your journal

Required Information

Essential fields you need to fill out when adding a trade.

Mandatory Fields

Asset/Ticker: The symbol of the instrument you traded
Direction: Whether you went Long (buy) or Short (sell)
Entry Price: The price at which you entered the trade
Quantity: Number of shares, contracts, or units traded
Entry Date/Time: When you opened the position

Optional but Recommended

Exit Price: The price at which you closed (leave blank for open trades)
Exit Date/Time: When you closed the position
Stop Loss: Your predetermined exit point for losses
Take Profit: Your target profit level
Commission/Fees: Trading costs to calculate accurate P&L

Quick Tips

Best practices for adding your first trade.

Start Simple: Don't worry about filling every field on your first trade. You can always edit it later
Use Auto-Fill: Ascentia can automatically fetch current prices for many assets
Add Notes Later: Focus on the core trade data first, then add your analysis and notes
Check Your Math: Ascentia automatically calculates P&L, but verify your entry matches your broker statement
Save Drafts: You can save incomplete trades as drafts and finish them later

Common Issues

Troubleshooting tips for first-time users.

Ticker Not Found

If your asset doesn't appear in the search, try using the full ticker symbol including exchange suffix (e.g., "AAPL.US" or "BTC-USD"). For less common assets, you can manually enter the ticker.

Wrong P&L Calculation

Make sure you've entered the correct quantity and included any commissions or fees. For options and futures, verify you're using the correct multiplier for your contract.

Can't Save Trade

Ensure all required fields are filled out. The "Save Trade" button will be disabled until mandatory information is complete. Check for any red error messages near the input fields.