If you prefer to log trades by hand — or if you need to add a trade that did not come through an import — Katalyst provides a manual trade entry form. Navigate to the Trades page and click the “Add Trade” button in the top-right corner.
The form asks for the essential details: instrument (e.g., ES, NQ, AAPL), direction (long or short), entry price, exit price, quantity, and the date and time of execution. Katalyst will calculate the P&L automatically based on the instrument’s tick value and the prices you enter.
You can also add optional fields like commissions, fees, tags, a setup name, and free-form notes. These extra details make your journal richer and your analytics more meaningful. For example, tagging trades by strategy lets you later filter your analytics to see how each strategy performs independently.
If you made a mistake, you can edit any trade at any time by clicking on it in the Trades list and updating the fields. Changes are reflected immediately across your Dashboard and Analytics views.
Manual entry is also useful for logging paper trades or trades taken on platforms that do not offer CSV exports. Keeping all your trades in one place — regardless of source — gives you the most accurate picture of your overall performance.