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Archive Guide

Overview

The Archive page is your trading history hub. Review all the trades you've entered, visualize them on a PnL calendar, filter and sort entries, and view full entry details - all in a clean two-column layout.

Page Layout

The Archive page uses a responsive two-column layout:

  • Left column: PnL Calendar (top) and Trade List (below)
  • Right column: Entry Detail Panel (shows details when you select an entry)

On smaller screens, the layout stacks into a single column.

PnL Calendar

Overview

The PnL Calendar displays your daily trading results in a monthly calendar format at the top of the left column.

What's Displayed

  • Each day shows its P&L value with color coding (profit/loss/breakeven using your custom colors)
  • Trade results shown as abbreviated text (W, L, BE) with colored backgrounds
  • Days with multiple trades show a summary with colored counts (e.g., "1W / 2L / 1BE")
  • Days with entries but no global P&L or result show the entry count
  • "No Trade" indicator for entries marked as no trade
  • Navigate between months using the previous/next buttons

Clicking on Days

Click any day cell that contains trades to view them:

  • Single entry: Opens the entry directly in the Entry Detail Panel on the right
  • Multiple entries: Opens a selection popup listing all entries for that day - click one to view its details

Trade List

Overview

The Trade List sits below the calendar and displays all your entries in a filterable, sortable table.

Filters and Controls

The Trade List header provides several controls:

  • Layout Filter - Multi-select button to filter by specific layouts or show all layouts. Supports partial selection with "All" and "None" quick buttons. Your selection is remembered.
  • Filter Type - Filter entries by: All Trades, Wins, Losses, Break Even, Missed, No Trade, +PnL, -PnL, or 0 PnL
  • Sort By - Sort entries by Date, PnL, or Created date
  • Sort Order - Ascending or Descending
  • Column Settings - Click the gear icon to customize which columns are visible in the table

Table Columns

Default columns include Date, Net PnL, and Trade Result. You can add custom columns extracted from your layout components:

  • Button Toggle columns show active button selections
  • Checkbox columns show checked count or item names
  • Dropdown columns show selected values
  • Custom Input columns show the input value
  • Toggle Switch columns show enabled switches

Long values are truncated in the table. Hover over a cell to see the full content in a tooltip.

Clicking on Entries

Click any row in the Trade List to open that entry in the Entry Detail Panel on the right side of the page.

Entry Detail Panel

Overview

When you select an entry (from either the calendar or the trade list), the right column displays the full entry details. No modal or popup - the details display inline for easy reading and comparison.

Header

The detail panel header shows:

  • Entry date formatted as day of week, month, day, year
  • P&L value displayed prominently with color coding
  • Trade result badge with colored dot (Win, Loss, Break Even, etc.)
  • Symbol and timeframe if available
  • Session name the entry belongs to

Screenshots

If the entry has screenshots attached, they display as a thumbnail gallery. Click any thumbnail to open a full-size lightbox viewer.

Notes

If the entry has notes, they display with full rich text formatting (headings, bold, italic, lists, links, highlights).

Chart View

If the entry was recorded during a replay trading session, the detail panel displays an interactive chart showing:

  • Exact session data range - Chart displays only the bars from the original session
  • ENTRY/EXIT labels - Text labels marking where you entered and exited trades
  • SL/TP price lines - Stop-loss and take-profit levels drawn on the chart
  • Position drawing tool - Visual position overlay showing entry, TP, and SL with P&L projections
  • Session chart settings - Colors, watermark, time format, and other settings from the original session are applied

Trade List

For replay sessions, all trades are listed with columns for side, quantity, entry/exit prices, gross P&L, fees, and net P&L. P&L values use your custom theme colors.

Component Details

All layout components from the entry are displayed in read-only mode, organized into two groups:

  • Global components - Primary components like Trade Result and Net PnL shown first
  • Custom components - All other layout components (buttons, checkboxes, sliders, dropdowns, inputs, toggles)

Components are rendered exactly as they appear in the layout editor but in a display-only archive mode.

Empty State

Before any entry is selected, the right panel shows a placeholder message: "Select a trade entry to view details."

Changing Displayed Data

Change Date Range

Use the Date Range Filter in the top navigation bar to focus on a specific time period. Both the calendar and trade list update automatically.

Learn more about Date Range Filters

Change Profile

Use the Backtesting Profiles button in the top bar to switch profiles. All data updates to show only the selected profile's trades.

Default Profile

On page load, your default profile is automatically selected.

Using the Archive Effectively

Review Your Progress

  • Use the calendar to spot patterns in your daily performance
  • Look for streaks of wins or losses
  • Identify which days of the week perform best

Analyze Specific Trades

  • Click entries to review your notes and screenshots side-by-side
  • Compare your pre-trade analysis with outcomes
  • Learn from both winning and losing trades

Find Patterns

  • Sort the trade list by P&L to find your best and worst trades
  • Filter to show only wins or only losses
  • Use layout filters to compare performance across different layouts
  • Customize columns to see the data that matters most

Common Workflows

Daily Review

  1. Open the Archive page
  2. Look at today's P&L on the calendar
  3. Click today to review trades
  4. Read your notes and check screenshots in the detail panel

Weekly Review

  1. Set date range to "This Week" or "Last 7 Days"
  2. Review the calendar for the week's performance
  3. Click on your best and worst days
  4. Compare what you did differently using the detail panel

Finding Specific Trades

  1. Use date range filter to narrow the time period
  2. Apply filter type (e.g., "Wins" or "+PnL")
  3. Sort by the relevant column
  4. Click entries to view full details

Tips

  • Review regularly - Make archive review part of your routine
  • Use screenshots - Visual reminders help you remember context
  • Read your notes - Your past self left clues about what worked
  • Customize columns - Show only the data that matters to you
  • Use layout filters - Compare results across different entry configurations

Related Topics