How can I add a forex or crypto trade manually?

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Forex in lots, crypto in coins: enter the trade the way your platform shows it and the P&L comes out right.

  1. Open the Accounts page and click the + at the end of a manual account’s row. To start a new manual account instead, click Add New Account and pick Manual Entry. The Add Manually tab opens.
  2. Open Market / Asset and choose Forex or Crypto (Stock, Options and Futures are in the same list).
  3. Open Symbol, start typing, and pick the symbol from the list, for example EURUSD. Click the match instead of leaving the text half typed: the form asks you to select the symbol from the list.
  4. Set Action to Buy or Sell, and check the Date and Time. Both start on the current moment.
  5. Enter the size. For forex the box is Lots: 1 is a standard lot (100,000 units), 0.1 is a mini lot and 0.01 is a micro lot. For crypto the box is Quantity (coins): type the number of coins. On the few exchanges whose contracts are not one coin, the box counts contracts and pre-fills the contract size, so the P&L still comes out right.
  6. Type the Price, and add Commissions and Fees if you paid any.
  7. To record the exit, click Add Execution. The new execution shares the market and symbol, so set its Action to the opposite side (Sell to close a buy), then enter its size, price, date and time.
  8. Click Save. A green message confirms the trade was imported, and it shows up with its P&L.

Tip: for a partial exit, enter a smaller size on the second execution; the rest stays open.

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