Trading styles

Crypto position-trading review worksheet

Preserve a longer-horizon thesis snapshot, instrument risks, settled carry and dated evidence reviews without rewriting the original plan.

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CALCULADORA GRATUITA · FUNCIONA NO SEU NAVEGADOR

Calculadora de liquidação de financiamento

Liste cada evento de financiamento para o qual sua posição esteve aberta. A calculadora registra cada pagamento do seu lado e o compara com o que a plataforma informou.

Resultado

Ative o JavaScript para calcular. Nada do que você digita é enviado para a SuperQuant.

Matemática. Pagamento = −lado × nocional × taxa, então uma posição long paga uma taxa positiva e uma posição short a recebe. As plataformas diferem na base do preço nocional (marca, índice ou oráculo), duração do intervalo e arredondamento; registre a regra na planilha abaixo antes de comparar.

PLANILHA INTERATIVA

Sua planilha de pesquisa

Digite diretamente na página. As respostas são salvas automaticamente apenas neste navegador, e um link de compartilhamento as carrega no próprio link, nunca através dos nossos servidores. Mantenha IDs de conta, endereços de carteira e chaves fora dos links compartilhados.

Nada preenchido ainda

Blank research record for a longer-horizon position. Educational use only; it is not a recommendation, a risk guarantee, or a substitute for venue-specific rules.

1. Freeze the original thesis

Record ID and version:

Prepared-at timestamp (UTC):

Asset, venue or protocol, and exact instrument (spot / dated future / perpetual / other):

One-sentence thesis and proposed mechanism:

Evidence that would support it:

Falsifying condition written before the next review:

Expected evidence horizon and planned review cadence:

Source links, publication dates, and last checked timestamps:

2. Record exposure and failure boundaries

Entry or current reference price, timestamp and price source:

Units, contract multiplier, quote currency, notional and position side:

Cash or collateral allocated; isolated or cross mode if applicable:

Planned exposure limit and the calculation used:

Invalidation price or evidence condition; order type and gap / fill limitations:

Maximum holding period or forced review date:

Venue-specific maintenance margin, mark price, liquidation and custody rules to recheck:

Price-gap, wider-spread, access-loss and collateral stress cases:

A stop price is an instruction or trigger under a venue's rules, not a guarantee of the exit price or a maximum loss. Do not copy a liquidation estimate across venues, account modes, assets or dates.

3. Reconcile carry and other costs

Settlement timestamp (UTC)	Venue / instrument	Position units	Price used for notional	Raw rate and unit	Interval	Payer convention	Estimated payment	Account-reported payment	Source / evidence ID

Total							–	–

Entry and exit fees, maker/taker tier and checked date:

Spread, slippage, basis and conversion assumptions (keep separate):

Missing settlement or statement data and how it affects the conclusion:

For a venue with funding formula (position size × reference price × settled rate), preserve that venue's exact size unit, reference price, rate interval and sign convention. Verify account-reported payments separately; do not extend one observed rate across future intervals.

4. Dated evidence review

Review time (UTC)	New observation and source time	What changed vs original thesis?	Status: intact / weakened / invalidated / unknown	Exposure and instrument check	Decision under the written plan	Next check

If status is unknown, name the missing source or observation and set a verification task. Do not silently treat missing evidence as confirmation.

5. Close or continue the research record

Thesis status and evidence-backed reason:

Realized and unrealized P&L kept separate; fees and settled carry reconciled:

Position-size or account-mode changes, with timestamps and reasons:

Stop, invalidation, expiry or maximum-hold event and modeled / actual execution evidence:

What was not measured or cannot be verified:

Next review timestamp, or closure reason:

Reviewer / correction history (append; do not overwrite the original thesis):

This worksheet records a process. It does not establish that a thesis is profitable, lower risk, or suitable for any person.

ANTES DE COMEÇAR

Mantenha as premissas planejadas separadas das observações posteriores. Marque as informações ausentes como desconhecidas em vez de zero. Os modelos organizam a pesquisa; eles não recomendam um trade ou documentam um preenchimento ao vivo verificado.

O que esta planilha inclui?

Campos editáveis para a tarefa de pesquisa nomeada acima. Quaisquer valores de exemplo são fictícios e devem ser removidos ou substituídos antes do uso.

Este recurso é educacional, não um aconselhamento financeiro individualizado. As entradas da calculadora permanecem no seu navegador. Verifique a documentação atual de contrato, margem e taxas da sua corretora.