Trade Ideas¶

A Trade Idea is a structured record of a trading decision — written before you enter the trade. It is where you commit your thesis to paper, set your risk parameters, and let Finvee capture the market conditions at the exact moment you made the call.

Trade Ideas are the foundation of the decisioning system. They let you separate the quality of your process from the outcome of the trade.

Why write a Trade Idea before you trade?¶

Most traders evaluate their decisions by outcome: did it make money? Finvee is built around a different question: was it the right call at the time you made it, given what you knew?

To answer that question, you need a record from before the trade — not a post-hoc explanation written after you already know how it played out.

A Trade Idea gives you:

• A written rationale you can hold yourself accountable to
• Planned stop and target prices anchored to your original thinking
• A snapshot of market quality at the moment you decided — which never changes even if conditions shift later
• A foundation for post-trade Decision Audit scoring

What a Trade Idea contains¶

When you create a Trade Idea you fill in:

• Thesis — your written rationale for the trade. Why this asset, why now, what needs to happen for this to work.
• Setup tag — a short label for the pattern or setup type (e.g. breakout, pullback to support, earnings catalyst). Used for filtering and analytics.
• Planned entry price — where you intend to enter. If left blank when you link to a real position, Finvee backfills it from your actual average cost.
• Stop-loss price — your planned exit if the trade moves against you.
• Profit target — your planned exit on the upside. You can also mark a trade as having no fixed target.
• Risk % — how much of your account you plan to risk on this trade.
• Expected holding period — your planned horizon in days.
• Confidence score — your subjective conviction in the setup, from 0 to 100.
• PTQI score — snapshotted automatically at creation. See below.

Status: where your idea stands¶

Every Trade Idea moves through a status that tracks your decision process.

Moving from Draft to Logged is your explicit commitment: this is my plan, and I'm going in. You can still cancel after logging — markets change — but the logged plan is preserved exactly as you wrote it.

Lifecycle state: what's actually happening right now¶

Separate from status, Finvee also shows a lifecycle state that reflects the current reality of your idea in terms of execution.

The distinction matters because an idea marked Executed (status) can be Active or Closed depending on whether you still hold the position. Lifecycle state is what the dashboard uses to surface relevant ideas.

PTQI — the market quality snapshot¶

The Pre-Trade Quality Index (PTQI) is a composite score from 0 to 100 that Finvee calculates automatically the moment you create a Trade Idea. It measures the quality of the market environment for your trade at that specific point in time.

It is built from four components:

The composite score and all four components are frozen at the moment you create the idea. They never update — even if market conditions change dramatically after you log your plan.

This is intentional. When you review a closed trade later, you want to know what the environment looked like when you decided, not what it looks like now. The frozen snapshot is the basis for your post-trade Decision Audit.

A PTQI label summarises the composite score:

• Strong — conditions clearly support the trade
• Moderate — mixed signals; proceed with awareness
• Weak — conditions are unfavourable; the idea is a higher-risk call

Next steps¶

• Connect a Trade Idea to a real position →
• Understand how positions and lots are recorded →