HORD Guides
How to use CRYPTOHORD: kits, blocks, trades, positions, risk and statistics. Concise, practical, with examples.
19 sections · no exchange connection needed · data stored in your browser
// 01 · quick start
Quick Start
CRYPTOHORD works through kits. A kit is a workspace for one task: a trade, a position, a portfolio, or a weekly review.
No exchange connection needed. CRYPTOHORD does not execute orders or send data to a server - everything stays in your browser.
- 1Create a kit or pick a template (Spot, Perp, Weekly Review).
- 2Add blocks to the canvas from the left panel.
- 3Fill in your trade or position: asset, entry price, size.
- 4Add TP/SL, a note, a checklist, or a table.
- 5Track PnL, risk, and block status.
- 6After closing, review results in Weekly Review or on the Statistics page.
Pan the canvas by scrolling or dragging the background; zoom with the scroll wheel. Blocks can be dragged and resized from the corner.
// 02 · kits
What is a kit
A kit is a self-contained workspace (canvas) with blocks. One kit - one task.
What is it
A canvas where you add blocks: trades, positions, notes, levels, checklists, and tables.
When to use
Create a separate kit for a trade, portfolio, strategy, or weekly review - to keep different tasks from mixing.
How it works
Created via a button in the workspace: blank canvas or a template. A kit has a title, description, status, and an optional deposit.
What to remember
Everything is stored locally in your browser. Back up by exporting the kit to JSON; restore by importing.
- Create kit
- Choose a blank canvas or a template. You can clear the template later and fill it with your own data.
- Deposit
- Optional field in kit settings. Only needed for calculating risk as a percentage - without it, risk % is not shown.
- Kit status
- Draft / Active / Closed / Archive - a working label; does not affect calculations.
Kit settings have two different clear operations - don't confuse them:
- Clear data
- Keeps blocks, their positions, and connections, but clears entered values. Block titles and table column headers are preserved. Useful for turning a template into a clean scaffold.
- Clear kit
- Removes all blocks from the canvas. The kit title, settings, and deposit remain.
// 03 · blocks
Blocks
Blocks are the tools inside a kit. Ten types; brief overview here - details in each section.
Trade
A single trade: Spot or Perp, direction, entry, TP/SL, size. Calculates PnL, R/R, and risk; tracks the trade from plan to close.
Position
Long-term spot hold with a buy/sell ledger: average entry price, invested amount, current value, realised and unrealised PnL.
Delta Neutral Pair
Links two Perp trades (Long + Short) on one asset. Shows the combined hedge result. Stores no data of its own.
Costs & Funding
Manual ledger for fees, funding, slippage, and spread on a pair. Reconciles the net result after costs.
TP/SL (Level)
A price level - Entry / TP / SL. Can be linked to a trade to show its targets and live distance.
Exit Widget
Exit plan for a position: up to 3 take-profit levels and an optional stop reminder. Alerts when price reaches a level.
Note
Free text with tags: trade thesis, observations, conclusions.
Checklist
Pre-entry conditions. Progress is visible on the card.
Table
Rows and columns for any data: scenarios, allocations, schedule.
Weekly Review
A 7-day statistics snapshot. Created via a button in a review kit.
// 04 · trade block
Trade block
Trade block is for a single trade - Spot or Perp.
The trade name is set at the top of the inspector. A trade has a lifecycle: Plan → Open → Closed (and Cancelled from any status).
Market
Spot or Perp - determines which formula is applied.
Direction
Long or Short. Spot is Long only.
Entry
Entry price.
Current price
Current price: manual input or Live.
Margin / Leverage
Perp only. Notional = margin × leverage.
Quantity
Spot only: asset quantity. In Perp, quantity is derived from margin and leverage.
Take Profit / Stop Loss
Target levels. Not required to open, but a trade without a Stop Loss gets a red warning.
Idea / Risk note
Trade thesis and risk comment. Counted in discipline statistics.
- Plan
- Draft: calculations run, trade not yet open.
- Open
- Trade is active; an entry snapshot is taken when opened.
- Closed
- Close price and realised PnL are locked; live price no longer moves the result.
- Cancelled
- Trade did not execute; not included in statistics.
To open a trade you need an asset, entry price, and size (Spot: quantity; Perp: direction, margin, leverage). Stop Loss and Take Profit are not required - they are warnings, not blockers.
Auto-close: an open trade closes automatically when the current price reaches TP or SL. The result is locked as realised PnL at the level price. Works only for open trades and uses the current price (live or manual).
// 05 · spot
Spot workflow
Spot is suited for accumulating and holding an asset.
When to use
When you buy an asset and hold it - not leveraged trading.
How it works
A spot trade calculates the result from asset quantity and price change: (current − entry) × quantity.
What to remember
For long-term accumulation, the Position block is better: it keeps a buy ledger and tracks average price.
- Trade (Spot)
- A single spot trade with TP/SL and a lifecycle.
- Position
- Accumulation: BUY/SELL ledger, average price, realised and unrealised PnL.
- Entry points
- Levels where you plan to buy more. CRYPTOHORD does not buy automatically - it only helps you track the plan.
- Exit Widget
- Exit plan: where to take partial profits, where to exit fully.
More on positions and entry points in the «Position & Portfolio» section; exits in «TP/SL & Exit plan».
// 06 · perp
Perp workflow
Perp uses margin and leverage.
- Notional
- Position size = margin × leverage.
- Quantity
- Derived: notional ÷ entry price.
- PnL
- Long: (current − entry) × quantity. Short: (entry − current) × quantity.
- PnL on margin
- PnL ÷ margin × 100% - percentage is based on margin, not notional.
- Risk to SL
- Potential loss to stop; as a percentage of deposit if kit deposit is set.
CRYPTOHORD uses live price as a reference. For Perp, the actual execution price, mark price, and liquidation price on the exchange may differ.
Liquidation and funding for an individual Perp trade are not modelled. Funding and fees for a pair can be tracked manually in the Costs & Funding block.
// 07 · delta neutral pair
Delta Neutral Pair
Links two Perp trades - usually Long and Short on one asset - and shows the combined hedge result.
What is it
A read-only link between two Trade blocks. Stores no numbers of its own - everything is derived from the two trades (asset, direction, margin, leverage, price, status).
When to use
When you hold a delta-neutral position and want to see the combined result of both legs instead of calculating them separately.
How it works
Drag one Trade card onto another - a Delta Neutral Pair appears and the panel reconciles the result.
What to remember
This is not a «risk-free» strategy: fees, funding, spread, slippage, and closing one leg change the outcome.
Net PnL
Sum of both legs' PnL: closed leg uses realised, open leg uses live.
Notional A / B
Size of each leg; used to calculate imbalance.
Imbalance
How much the legs differ in notional, as a percentage.
Hedge ratio
Smaller leg ÷ larger leg (1.00 = perfectly balanced).
- Neutral
- Balanced active hedge: opposite sides, same asset, low imbalance.
- Watch
- Moderate imbalance, or one leg still in plan status.
- Danger
- Structurally broken hedge: both trades in the same direction, different assets, large imbalance, or a non-Perp trade.
- Broken
- One leg is closed or cancelled while the other is still active.
- Closed
- Both legs closed: final result.
- No data
- A linked trade was deleted or the balance cannot be assessed.
Example
ETH Long: +$25 ETH Short: −$25 Net PnL ≈ $0
Near $0 at current prices does not mean «free». Fees, funding, and closing one leg will shift the actual result.
// 08 · costs & funding
Costs & Funding
Manual cost tracking for a pair: fees, funding, slippage, spread, and other expenses.
The panel is linked to a specific Delta Neutral Pair and picks up its gross PnL automatically. No API: you enter all amounts manually.
- Summary
- Quick final reconciliation. After closing the pair, take the total fees, funding, and other costs from the exchange and enter one amount per category.
- Detailed
- Event-by-event tracking: separate funding payment, separate fee, separate slippage - as individual rows.
Only one mode is active at a time - it feeds the panel and pair result. The other mode's data is saved when switching.
Amount sign
Positive = income (e.g. funding received). Negative = expense (fees, slippage).
Example
Fees: −3.40 Funding: +1.20 Slippage/Spread: −0.80 Total impact: −3.00
Formula
Net after costs = Gross Pair PnL + Costs impact
// 09 · position / portfolio
Position and portfolio
A position is a spot hold with a trade ledger; the portfolio panel summarises multiple positions.
What is it
A long-term spot position with a BUY/SELL ledger using average-cost accounting.
When to use
When you accumulate and hold an asset, add to it, and partially sell.
How it works
Buy by amount or quantity; adding to the position recalculates the average; selling locks realised PnL. Lifecycle: Plan → Open → Closed → Archive.
What to remember
Quantity and average price are derived from the ledger - you do not enter them directly.
- Average entry price
- Volume-weighted average of all buys. Buying lower pulls it down; buying higher pushes it up. Selling does not change it.
- Realised PnL
- Locked profit/loss on the sold portion: calculated from the average price at the time of sale and is not affected by the market afterwards.
- Unrealised PnL
- Paper result on the remaining position: (current − average) × remaining quantity. Becomes realised only after selling.
- Entry points - what they are
- Up to 3 planned buy prices on a position.
- How it works
- When the current price drops to a point, it is marked «Hit» and a decision appears: Bought / Skipped / Waiting.
- Important
- CRYPTOHORD does not buy automatically - this is a plan reminder.
The portfolio panel (the «Panel» button in the workspace) summarises all spot positions in the kit:
- In assets
- Total invested in open positions at their average entry price.
- Free cash
- The part of the kit deposit not yet in positions. Buys decrease it; sells increase it. Not shown without a deposit.
- Portfolio value
- Free cash + current value of positions = deposit + realised + unrealised (when all prices are known).
- Allocation
- How funds are distributed across assets and free cash.
- Grouping
- Multiple positions in the same asset are merged into one row: weighted-average price and combined realised PnL.
If a deposit is set, it limits the free cash available for purchases.
// 10 · tp/sl & exit
TP/SL and exit plan
Two exit tools: a TP/SL level for a trade and an Exit Widget for a position.
- TP/SL block
- A price level alongside a trade. When linked to a trade, it shows the trade's TP/SL and live distance; edits sync both ways.
- When to use
- For an individual trade - especially Perp.
- Exit Widget
- Exit plan for a position: up to 3 partial take levels and an optional stop reminder.
- How it works
- When price reaches a level, it is marked «Hit» and offers a decision: Sold / Skipped / Waiting. Selling uses the position ledger.
- When to use
- For a spot position you exit in stages.
- Share %
- Percentage is calculated from the current remaining position, not the original size. If 1 BTC remains, 25% → sell 0.25 BTC; another 25% → from the new remaining balance.
- Amount
- Instead of %, you can set a $ amount - quantity = amount ÷ level price, capped at remaining. If both % and amount are set, % takes priority.
- Waiting / Hit
- React to price: «Hit» when price reaches the level, back to «Waiting» if price retraces.
- Holding / Sold / Skipped
- Your decisions after a level is hit. Price no longer changes them.
Difference
TP/SL - for an individual trade. Exit Widget - for exiting a position in stages.
// 11 · notes / checklists / tables
Notes, checklists, tables
- Note
- Trade idea, reason for entry, weekly takeaway, or rules. Free text with tags.
- Checklist
- Pre-entry discipline: verify risk, plan, and entry. Progress shows on the card; «Done ✓» when all items are checked.
- Table
- Scenarios, weekly plan, portfolio changes, asset list - anything that doesn't fit the ready-made blocks.
Example scenario table
Price moves against plan → check risk One pair leg closes → hedge no longer neutral Funding becomes expensive → recalculate net result
// 12 · templates
Templates
A template is a starting structure, not a ready-made strategy.
- Spot template
- Example of accumulation and holding: BTC/ETH/SOL positions with entry points, exit plans, a checklist, and scenarios.
- Perp template
- Example of Perp trading: Long + Short pair (Delta Neutral), Costs & Funding, TP/SL, note, table, and checklist.
- Weekly Review template
- Clean review scaffold: results, mistakes, focus, portfolio changes, plan, and a Weekly Review block.
After creating a template: look at the example, click «Clear data» in kit settings (blocks and connections stay), then fill it with your own data.
// 13 · live & manual price
Live and manual price
- Live price
- Current price updated from public Binance quotes (read-only). Switch «Current price source» → Live in the block inspector.
- Manual price
- Price entered by hand - for assets outside the catalog or when live is not needed. The manual value is always stored.
- Live unavailable
- If live data doesn't arrive or the asset is not supported, calculations automatically fall back to the manual price.
For Perp, live price is a public spot price used as a reference - not the exact mark/execution price of a specific exchange. The price in the product may differ from your exchange.
// 14 · pnl / risk / r/r
PnL, risk, and R/R
- PnL
- Spot: (current − entry) × quantity. Perp: same from notional; percentage is based on margin.
- Realised PnL
- Locked result from closed trades and position sales.
- Unrealised PnL
- Current paper result from open trades and positions.
- Gross / Net after costs
- For a pair: gross is before costs, net is after Costs & Funding.
- R/R
- Potential reward to risk ratio. Only calculated when entry, TP, and SL are set and TP/SL are on the correct side of entry.
- Risk % of deposit
- What percentage of the kit deposit is lost if SL is hit. Requires a deposit in kit settings.
Warnings (no SL, R/R below 1.5, risk above 2%) do not block a trade - they show what you are taking on.
When R/R is not calculated
No entry, TP, or SL → reward/risk cannot be shown.
// 15 · closed trades
Closed trades and frozen results
When a trade is closed, the result is locked. The close price and realised PnL are a snapshot; live price no longer moves them.
What is it
A closed trade is history. Its PnL is frozen.
When to use
After closing, the result should not move with the market - so it stays an honest snapshot.
What to remember
Open trades are unrealised PnL and are not included in realised totals.
- One pair leg closed
- The pair is no longer neutral; status becomes Broken.
- Both legs closed
- The pair shows the final result; status is Closed.
// 16 · weekly review
Weekly Review
What is it
A statistics snapshot for the last 7 days.
When to use
For a weekly review in a review kit.
How it works
The «Weekly Review» button in the top bar (visible only in a review kit) creates a snapshot block.
What to remember
This is not a live dashboard. Data is frozen at creation time.
To update - recreate the block: the button will offer to recalculate data in place, or delete the old block and create a new one.
- Total PnL for the week: realised from trades and position sales.
- Closed trades, win rate, and average PnL.
- Best and worst asset; best and worst trade.
- How many positions are currently open.
// 17 · statistics
Statistics
The Statistics page summarises results across all kits.
- Realised
- From closed trades and position sales; live price does not move it.
- Unrealised
- From open trades and positions; calculated at current price (live or manual).
- Charts
- PnL by day, win/loss, Spot vs Perp, PnL by asset and kit, Long vs Short, R/R quality.
- Discipline
- Share of trades with a stop and a recorded thesis.
If there are no closed trades, the page shows an empty state. An open trade does not count toward realised totals until closed.
Statistics reflect only your entered data - no external analytics or signals.
// 18 · troubleshooting
Why something isn't calculating
PnL not calculating
Check the asset, entry price, current price, and size (Spot: quantity; Perp: margin and leverage). The block will tell you which field is missing.
R/R not calculating
You need entry, TP, and SL - and TP/SL must be on the correct side of the entry.
Risk % not calculating
Set a deposit in kit settings - without it the risk percentage cannot be shown.
Live price not working
The asset may be manual-only, or the live source is temporarily unavailable. Calculations fall back to the manual price.
Pair not Neutral
Check the asset, direction, and notional of both legs. Neutral is only possible for two Perp legs on opposite sides, same asset, with low imbalance.
Costs not affecting Pair
Check that the Costs & Funding panel is linked to the right pair and that the active mode (Summary or Detailed) has amounts entered.
PnL not changing after close
This is expected. A closed trade stores its locked result and is not moved by live price.
// 19 · safety
Safety & Privacy
A short note on what CRYPTOHORD does with your data, and what it is not.
- CRYPTOHORD is a planning and discipline tool, not financial advice or trade recommendations. Every trading decision stays yours.
- It never connects to exchanges, holds funds, or executes orders. No access to your wallet or account.
- Your data is stored locally in your browser. It is never sent to a server.
- Live prices come from public Binance streams and may be unavailable or differ from the price on your exchange.
Clearing browser data or switching devices will delete your kits. Export a backup beforehand: it is the only way to keep them.
The guide is available in the workspace too: the «?» button in the top bar opens this page.