Log In Get Started

Trade History & Filtering

The Trade History page is where you browse, filter, and manage all your logged trades. Access it by clicking Trades in the sidebar.

Display Views

Switch between three different views using the buttons in the top right:

View Best For
Table View Detailed data with sortable columns, best for analysis
Grid View Visual cards with screenshots, good for review
Items View Compact list format, quick scanning

Your view preference is remembered between sessions.

Filtering Trades

Click the Filters button to open the filter panel. You can filter by multiple criteria at once.

Available Filters

  • Date Range - Use the top bar date picker or set custom dates
  • Strategy - Filter by one or more strategies
  • Setup - Filter by entry setups
  • Confirmations - Filter by confirmation criteria
  • Direction - Long, Short, or both
  • Market Condition - Trending, Ranging, Choppy, etc.
  • Trading Session - Pre-market, Regular, After-hours
  • Emotional State - Confident, Anxious, Neutral, etc.
  • Exit Type - How the trade was closed
  • P&L Filter - Winners only, Losers only, or All
  • Tags - Filter by custom tags

Multi-Select Filters

Most filters support multiple selections. For example, you can filter for both "Breakout" AND "Mean Reversion" strategies at once to see trades from either.

Clearing Filters

To clear filters:

  • Click Clear All in the filter panel
  • Or remove individual filters by unchecking them

Active filters show a count indicator on the Filters button.

Sorting

In Table View, click column headers to sort:

  • Trade Date - Sort by when the trade occurred
  • Symbol - Alphabetical by instrument
  • Gross P&L - Sort by profit before fees
  • Net P&L - Sort by profit after fees

Click the same header again to reverse the sort order (ascending/descending).

Customizing Columns

In Table View, click Columns to choose which data columns to display.

Available Columns

Basic:

  • Trade Date, Symbol, Direction, Quantity

Strategy:

  • Strategy, Setup, Grade

Performance:

  • Gross P&L, Net P&L, Fees, Points, Expected R:R, Realized R:R

Context:

  • Market Condition, Session, Emotional State

Other:

  • Tags, Holding Time, Notes preview

Your column choices are saved per user.

Customizing Grid & Items Views

In Grid View or Items View, click Customize to control which stats appear on each trade card.

How It Works

  1. Switch to Grid or Items view
  2. Click the Customize button
  3. A preview card appears showing the current layout
  4. Click any slot in the preview to select it
  5. Choose a stat from the list to display in that slot
  6. Click Save to apply your changes

Grid View Layout

Grid cards display a screenshot area plus 4 rows with up to 3 stats each. You can customize all 12 slots to show the data most important to you.

Items View Layout

Items cards are more compact with 2 rows and 2 stats per row (4 total slots).

Available Stats

Choose from over 20 different data points:

  • Basic: Symbol, Direction, Date, Date/Time, Quantity, Asset Type
  • Performance: Net P&L, Gross P&L, Fees, Points, RR Realized, RR Expected
  • Strategy: Strategy, Setup, Grade, Confidence
  • Context: Market Condition, Session, Emotion, Bias, Exit Type
  • Other: Holding Time

Empty Slots

You can leave slots empty for a cleaner look. Select "Clear Slot" when customizing to remove a stat from a position.

Reset to Default

Click Reset in the customize modal to restore the default layout for that view.

Saved Per View

Grid and Items views have separate customization settings. Changes to one don't affect the other.

Selecting Multiple Trades

Click Select to enter selection mode:

  1. Checkboxes appear next to each trade
  2. Click trades to select them
  3. Use the header checkbox to select all visible trades
  4. A toolbar appears with bulk actions

Bulk Actions

  • Delete Selected - Remove multiple trades at once

Click Cancel or Select again to exit selection mode.

Viewing Trade Details

Click any trade row to open the Trade Detail page.

Trade Detail Page

The detail page shows complete information about a single trade:

Header Section:

  • Symbol and direction
  • Trade date and time
  • P&L with color coding
  • Edit and Delete buttons

Overview Tab:

  • Entry and exit details (prices, times, quantities)
  • Performance metrics (P&L, points, R:R ratios)
  • Strategy, setup, and confirmations used

Analysis Tab:

  • Market conditions and session
  • Trade quality grade
  • Emotional state
  • Custom tags

Notes Tab:

  • Your trade notes and analysis
  • Lessons learned

Screenshots Tab:

  • Chart screenshots with labels
  • Click to view full size

Protocol Tab:

  • Post-trade checklist responses (if completed)

Navigating Between Trades

From the detail page:

  • Click the back arrow to return to Trade History
  • Your filters and page position are preserved

Pagination

Trades are displayed 20 per page. Use the pagination controls at the bottom to:

  • Go to next/previous page
  • Jump to a specific page number

The total trade count is shown in the page header.

Tips

  • Use date range first - Narrow down by date before applying other filters
  • Save column preferences - Set up columns once for your workflow
  • Review losing trades - Use P&L filter to analyze what went wrong
  • Tag for later - Use tags to mark trades for future review
  • Grid view for screenshots - Switch to grid when reviewing chart images