If your broker doesn’t support auto-sync yet or you just want to log a trade manually, Plancana makes it easy to add trades by hand. Here’s how to do it step by step:
🧭 Step-by-Step Guide
1. Open the Plancana App
Make sure you’re logged in to your account.
2. Go to the “Journal” Tab
Tap on the “Journal” section in the bottom menu — this is where all your trades are stored.
3. Tap “+ Add Trade”
You’ll see a purple “+” button (usually at the top-right or bottom-right corner of the screen). Tap it to start entering a new trade.
4. Choose Asset (Symbol)
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If you can’t find your desired symbol, use the “Add custom asset” feature to enter it manually—ensuring your journal is always complete and tailored to your trading activity.
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5. Enter Your Trade Details
Fill in the trade fields:
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6. Save the Trade
Once you're done, tap “Confirm” (or the checkmark icon). That’s it — your trade is now logged!
📊 What Happens Next?
Your trade will appear in the Journal and be included in Stats and Insights.
After saving, you'll be automatically redirected to the Trade Review screen — where you can reflect on the trade (we’ll cover this in another article).
To receive personalized tips from Plancana’s AI Mentor, you’ll need to review at least 10 trades — the AI Mentor is based on reviewed trades, not just added ones.
🔧 Need Help?
If you’re confused about any field or the process itself:
Reach out via the Support chat
Or leave a suggestion in our Feedback Portal