Quick Importing Trades
Already have trades in your broker? Import them in seconds with CSV — no manual entry needed.
Export & import from Tradovate
Export & import from Topstep
Before You Begin
You'll need an RR Metrics account. If you don't have one yet, create a free account here — no credit card required. Once signed in, your dashboard is at rrmetrics.com/trades.
Step-by-Step: Logging a Trade
Open the Add Trade Form
On the Trades page, click the + New Trade button in the top-right corner. A form panel slides in from the right.
Fill In the Trade Details
Complete the required fields:
- Ticker — The symbol you traded. Examples:
NQ,ES,AAPL. - Entry Price / Exit Price OR Profit / Loss — Your average fill price on each side, OR your profit / loss on the trade. These are interchangeable.
- Quantity — Number of contracts or shares. Use negative for short trades!
- Entry Time / Exit Time — Date and time of each fill.
Optional fields:
- Notes — Your trade rationale, what happened, or what you'd do differently.
- Evaluation trade — Check this if the trade was taken on a funded evaluation account. Eval trades can be excluded from analytics separately.
- Strategy Checklist — If you've set up strategy rules, check off which rules you followed on this trade.
- Screenshot — Attach a chart image. Paste directly with Ctrl+V, choose a file, or annotate after pasting.
- Tags — Attach labels like breakout or reversal to categorize the trade for filtering and analytics.
Save the Trade
Click Add Trade at the bottom of the form. The trade is added instantly and all dashboard metrics update to reflect it.
What You'll See After Saving
Once you have trades in your log, navigate to the Dashboard in the sidebar. You'll now see:
- Stat cards — Total P&L, Win Rate, Average Win, and Average Loss calculated from your trade history.
- Equity curve — A line chart plotting cumulative P&L over time.
- Calendar heatmap — Each trading day is colored green (profit) or red (loss). Click a day to see the individual trades from that session.
Related Guides
CSV Format Reference
Full column spec, example file, and common formatting errors.
Getting StartedFull Dashboard Walkthrough
A complete tour of every page and feature in the RR Metrics dashboard.
Features & WorkflowUsing Tags to Categorize Trades
Create custom labels to track setups, mistakes, and sessions.
Features & WorkflowStrategy Rules & Checklists
Define your trading rules and track how consistently you follow them.