- New assets are added from Journal → Assets → New (form at /workspace/assets/new).
- Each asset needs a name, ticker, type (stock/future/crypto/forex/etc.), and optional exchange.
- Saved assets become selectable when logging trades and entries.
- Use the same ticker convention everywhere (e.g. always "BTC-USD") so per-asset reports stay clean.
Assets are the instruments you trade - a stock symbol, futures contract, crypto pair, or anything you want to journal against.
- From the sidebar open Journal → Assets.
- Click New. The form opens at /workspace/assets/new.
- Enter a name (e.g. "Apple"), ticker (e.g. "AAPL"), pick the type (stock, future, crypto, forex, etc.), and the exchange if known.
- Save. The asset is now selectable when you log new trades and entries.
Tip: use the same ticker convention everywhere (e.g. always "BTC-USD" rather than mixing "BTCUSD" and "BTC/USD"). Consistent naming makes per-asset performance reports cleaner.
Was this helpful?