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Open Positions
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Watchlist
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Avg. Hold Target
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Active Alerts
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Alerts
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All
Long
Short
Options
New Trade Entry
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```
Position Info
Ticker *
Company Name
Type *
Long
Short
Options
Watchlist
Entry Price
Shares / Qty
Entry Date
Account
— Select —
Rollover IRA
Roth IRA
Taxable Account
Options Sandbox
Other
Trade Thesis & Reasoning
Why I'm In This Trade *
Exit Thesis / When to Sell
Catalyst / Event
Catalyst Date
Targets & Hold Plan
Take Profit $
Stop Loss $
Current Price $
Hold Duration
— Select —
Daytrade
Swing (1–2 weeks)
Short-term (1–3 months)
Medium-term (3–12 months)
Long-term (1–3 years)
Core Hold (3+ years)
Forever / Dividend
Target Exit Date
Notes & Tags
Additional Notes
Tags (comma separated)
Conviction
— Select —
🔥 High
⚡ Medium
🧪 Speculative
👀 Watching
Risk Level
— Select —
Low
Medium
High
Very High
Exit Price (to close position)
```
Import / Export
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Export
📄 Export JSON
📊 Export CSV
Import
Import a previously exported JSON backup. This will merge with existing trades.