1.1.25 accuracy note: The embedded YouTube recording predates the final 1.1.25 interface. The written workflow below reflects the current 1.1.25 application scope; an updated recording is tracked in the tutorial automation work.
Current 1.1.25 workflow
The current Entry/setup flow keeps the original plan separate from the final result.
- Enter Instrument, Direction, Entry Date/Time, Entry Price and Quantity.
- Record Initial SL and Initial TP; Planned R describes the planned reward relative to original risk.
- Use Planned Targets for TP1/TP2/etc. with percentage allocations when the plan has several targets.
- Use Strategy & Confluences for setup tags and the Pre-Trade Plan.
- Add Exit Date/Time, Exit Price and Exit Reason after the trade closes. Realised R is a separate final-result metric.
- Use Trade Notes for post-trade context and Save Changes to persist the entry.
Invalid Long/Short risk geometry leaves Planned R unavailable rather than producing a misleading ratio.