Trade Management

Adding Trades

There are three ways to get trades into Pulsor:

1. Automatic Platform Sync

If you've connected Binance Futures, trades sync automatically when positions close. No action needed. See Account Setup for connection details.

2. Manual Entry — Trade Wizard

Click Add Trade from your dashboard or the trades page. The trade creation wizard has three steps:

Step 1 — Trade

Select the instrument (pair), choose direction (long/short), and fill in the core trade data:

• Risk amount and optional reward
• Trade result (win/loss/break-even)
• Entry date and optional exit date
• Optional entry and exit prices
• Balance before the trade

Step 2 — Strategy

Link the trade to one or more strategies:

• Select strategies from your strategy list
• Complete the pre-trade checklist for each linked strategy
• Rate your alignment with each strategy's rules

Step 3 — Mindset

Capture the qualitative side of your trade:

• Add tags for categorization
• Select your emotional state during the trade
• Mark any mistakes (FOMO, revenge trading, early exit, held too long, wrong direction, overtrading)
• Add notes about the trade

3. File Import

For bulk imports or platforms without direct API support:

1. Go to Trades → Import
2. Upload a file — supported formats: CSV, Excel (.xlsx/.xls), HTML (MetaTrader 4/5 trade reports)
3. Map columns to Pulsor fields
4. Preview the import and confirm

Pulsor handles deduplication — if a trade already exists (matched by instrument and timestamps), it won't create duplicates.

Trade Detail View

Click any trade to see the full detail view:

• Summary — instrument, direction, P&L, R-multiple, duration
• Prices — entry, exit, stop loss, take profit
• Risk metrics — risk amount, risk/reward ratio
• Strategy — linked strategies and checklist status
• Mindset — emotion, mistakes, tags
• Notes — your trade notes

Editing Trades

All fields are editable from the trade detail page. Changes automatically recalculate derived metrics (P&L, R-multiple, duration) and update your analytics.

Deleting Trades

To delete a trade, open the trade detail page and use the delete option. Deleted trades are removed from your analytics and equity curve.

Note: Trades synced from Binance will re-import on the next sync cycle unless you disconnect the platform.

Trade Filtering & Search

The trades list supports filtering by:

• Date range — custom start and end dates
• Instrument — filter by specific pairs or assets
• Direction — long, short, or both
• Result — winners, losers, or break-even
• Strategy — trades linked to a specific strategy

Linking Trades to Strategies

When adding or editing a trade (Step 2 of the wizard), you can link it to one or more strategies. Linked trades:

• Contribute to strategy-specific analytics
• Show checklist completion status and alignment scores
• Help measure strategy effectiveness over time

See Strategies & Checklists for more on strategy management.