A guided path from configuring your Buy Planner to taking profit with your Sell Planner.
Start with a Buy Plan, then record fills and take profits with a Sell Plan. Keep it simple: configure, wait for alerts/fills, execute, and track performance.
Short guides with a 2–3 min clip and an annotated screenshot. Keep it simple and action-driven.
The Buy Planner is a rules-based accumulation framework. You define a fixed capital budget and select a risk profile; LedgerOne then constructs a ladder of pre-defined levels from the current cycle, tracks fills against each tranche, and displays execution signals through Dashboard alerts.
Add Trade is a tab on each coin’s page and serves as your book of record for executed activity. LedgerOne does not place orders; it captures what you executed and uses those records to keep holdings, planner progress, and performance reporting accurate and auditable.
Execute the buy/sell externally, then enter the filled quantity here to maintain an accurate record of executed size and exposure.
Only trades attributed to the appropriate planner are recognized for that planner’s fill percentage and completion states.
Trades not attributed to this planner’s levels are tracked separately and do not contribute to planner completion. This preserves clean attribution and prevents non-plan activity from overstating progress.
The Sell Planner is a structured distribution framework. It defines how you scale out of a position in a controlled, repeatable way, with clear execution prompts, progress tracking, and Sell alerts—so profits are taken systematically rather than emotionally.
LedgerOne uses planner versioning to keep sell planning consistent and auditable over time.
Only sells attributed to the appropriate planner are recognized for that planner’s completion states.
Trades not attributed to this planner’s levels are tracked separately and do not contribute to planner completion. This preserves clean attribution and prevents non-plan activity from overstating progress.
LedgerOne’s cycle detection system identifies when an asset has moved into a new market phase and issues a Create New Cycle alert. This prompts a planner refresh so your active plan reflects the current phase and your execution, alerts, and tracking remain clean and aligned.
The Risk Score is a standardized, portfolio-grade metric that summarizes an asset’s risk conditions into a single, comparable score. It is designed to help you evaluate risk consistently across holdings and maintain disciplined allocation decisions over time.
Keep videos short (2–5 min) and focused. Title them clearly—for example “Configure Buy Planner,” “Add a Trade on Coin Page,” or “Understanding the Risk Score.”
Use callouts to highlight controls and interpretations. Keep file sizes modest for fast loads.