Your trade log
The Trades page is your full log for the selected account. Each row is a trade, and the log shows one account at a time, so switch accounts in the sidebar to see each one.
Filter and find
Date range buttons: Today, 7D, 30D, 90D, and All. The log opens on the last 30 days, so widen to All to see older trades.
Filter chips narrow the list to Open, Winners, Losers, Violations, or This week.
The search box matches symbols, tags, and notes.
Open a trade
Click any trade to open its detail view. There you will find the full metrics, the chart, your rule compliance for that trade, and space for your notes.
Tag and journal a trade
In the Post-trade reflection card, write what happened and use add tag to label the setup. Tags feed your stats and your search.
Open Pre-trade context to capture your state of mind, conviction, and the setup, either at entry or after the fact.
In Attachments, add screenshots, charts, or a PDF with Add file.
Mark reviewed flags a trade as one you have been through.
Helix can tag a batch of trades for you from chat, see Helix, your AI coach.
Good to know
Trades that filled in several pieces are shown for reference but are not editable field by field.
The log shows your most recent trades for the active account. To pull older history, use a full resync or import a statement.