Set a target and stop

At entry: Commit dialog → Plan & notes. Collapsed, it shows chips for Strategy, Target, Stop and the number of alerts, plus the Thesis (“Why this trade?”, up to 200 characters). Edit plan opens the full editor.

Later: open the trade → drawer → Record → Plan card → edit. Change the rows, then Save (or Cancel). A closed trade’s plan cannot be edited.

The plan rows

• Strategy: appears once you have written at least one. Picking one fills an empty target and stop from it; it does not overwrite values you already set.
• Target and Stop: choose a unit, then type or step a number. Units are % of credit, % of max loss, % of margin, % of account and $ P&L, or None. A unit the trade cannot supply (no credit on a debit trade) is greyed with “not on this trade”. The “= $400 · …” reading beside each row restates the amount in dollars and the other bases. Changing the unit keeps your number.
• Alerts: chips with a watch status; + add opens the builder (Alerts).
• Note: your one-line thesis.

What “% of margin” measures

It follows Settings → Trading → Plan margin: Max (the default), Current or Original risk of the trade. See Margin for how margin is measured. If a level reads “not on this trade”, see % of margin · not on this trade.

Where the plan shows

• Risk graph: a horizontal line labeled “Target $400” and one labeled “Stop −$1,500” at those P&L values (Risk graph).
• Trade card and header: when the trade’s P&L reaches the target, the status line reads Profit target reached (blue); at the stop, Loss limit reached (red). Tented compares P&L with the target or stop as a share of the trade’s maximum profit or loss, on fresh quotes only. Close at then takes the primary style. The card’s progress bar fills toward the target or stop, with a mark where it sits.

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The risk graph draws the plan's target and stop as horizontal lines.

1. 1 Target and Stop lines
2. 2 Graph legend

A target flag does not show when quotes are stale or during a pre-open hold, even if P&L passed the target.