Key takeaways
- Close an Active trade by opening it, clicking Edit, and adding closing orders.
- For longs, closing orders are sells; for shorts, they're buys.
- Each closing fill needs price, quantity, fees, and time.
- Status flips to Closed when total exits cover total entries - partial exits keep the trade Active.
- Add a closing note explaining why (target hit, stop, exit signal) for later review.
To close out an Active trade:
- Open the trade and click Edit.
- Add the closing orders - for a long, that's sell orders covering your remaining quantity (and the reverse for a short).
- Set price, quantity, fees, and time for each closing fill.
- Save. Once total exits cover total entries, status flips to Closed and realized P&L is shown on the trade.
You can close in pieces - partial exits log as separate orders and the trade stays Active until fully covered. Add a note explaining why you closed (target hit, stop, exit signal); future-you will thank you when reviewing.
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