The trade entry modal

Trade entry is the most-used surface in the app. The goal is lightning-fast flow from "open the modal" to "trade saved" — keyboard-driven, no waiting on network round-trips for anything that can be done client-side, no required field that you can't actually fill in at trade time.

Opening the modal

• ▸Toolbar button. + New trade in the sidebar's top block. Works from any page.
• ▸Keyboard shortcut. N from anywhere. Skipped while you have an input focused so it doesn't fight forms.

Fields

Required

• ▸Symbol — root contract (NQ, ES, GC, MNQ, MES, MGC). Pick the root, not the front-month — Tradelyst tracks both but the charts and analytics group by root.
• ▸Side — LONG or SHORT.
• ▸Entry price — the fill price you took. If you scaled in, use the weighted average.
• ▸Exit price and exit time — Tradelyst journals complete trades only, so log a trade once it's closed. Imports and the Tradovate sync work the same way: a position that's still open is picked up once it closes.
• ▸Trading account — which account this trade belongs to. The current default account is pre-selected; switch in the dropdown.

Optional but encouraged

• ▸Stop price — sets the R unit for the trade. Without a stop, R-based analytics (win rate by R, profit factor on R, the R hero on the share card) all fall back to averages.
• ▸Setup — the named pattern from your playbook. If you don't have one yet, leave it; you can tag the trade later.
• ▸Mood / Energy — emoji buttons, one tap each. Optional, but a year's worth of these correlates with performance more than most people expect.
• ▸Notes — free text. The AI Coach reads this during the post-trade review.

Save & new

For backfilling historical trades, the Save & new button (Cmd+Enter) preserves the symbol / account / side and clears the prices. A run of 50 historical trades is a few minutes of work, not an afternoon.