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 and yellow rows on the planner.
Add Trade is your book of record for executed orders. LedgerOne does not place orders; it records what you executed and uses those entries to keep holdings, planner progress, realized/unrealized P&L, and 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.
Buy entries are automatically tagged to the active planner context for that coin, so you do not need to select a Buy Planner manually. This keeps accumulation tracking simple and consistent.
Sell entries default to the Active Sell Planner, but you can override to any Frozen planner version so the correct ladder’s fills and progress update.
Trades that do not align with the planner’s intended levels are tracked separately and do not contribute to ladder completion. This preserves clean attribution and prevents discretionary activity from overstating plan 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 identifies when an asset enters a new major price cycle and surfaces a Create New Cycle alert. A cycle refresh is a governance step: it resets your accumulation plan for the current phase while preserving prior-cycle sell planning history for clean, auditable tracking.
The Risk Score is a standardized, portfolio-grade metric that summarizes your portfolio’s risk conditions into a single, comparable score. It decomposes risk into five components (Structural, Volatility, Tail Risk, Correlation, Liquidity) and rolls them up into a Total Combined Risk number plus a level badge (Low / Moderate / High / Very High).
Market depth (rank/liquidity).
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.