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The Trades page

Filter your log, open a trade, and add tags and notes.

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.

The Trades page, screenshot 1


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Filter and find

  • Date range buttons: Today, 7D, 14D, 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.

Review from the log

Click a trade once to open Quick review in the right rail. The small review icon on each row opens the same rail and shows which trades already have review work.


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Use Pre-trade for your state of mind, conviction, planned R, setup tags, and hypothesis. If a hypothesis is first added after entry, it is labeled Added after entry. An open trade starts on Pre-trade, and a selected trade that closes moves to Post-trade while keeping your draft.


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Use Post-trade for notes, trade tags, your 1-to-5 rating, and Mark reviewed. Saving a rating or tags does not rewrite note fields you did not touch. If a save cannot finish, your draft remains in the rail so you can retry.

The Trades page, screenshot 2


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Open full trade detail

Double-click a row, press Enter while it is selected, or choose Open trade detail in the rail. Trade Detail contains the full metrics, chart, rule compliance, review fields, and attachments. Use Add file there to attach screenshots, charts, or a PDF.


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Trade tags are shared everywhere. Tags added in Quick review or from a trade row in Journal also feed Trades search and Reports. Helix can tag a batch of trades from chat; see Helix, your AI coach.


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Add a missing stop

If a trade came in without the stop you used, add it yourself. Open the trade's detail on desktop, choose Edit, enter the stop as a price in Stop loss, and choose Save. Once a stop is on the trade, its R, peak-in-R and exit grading turn on. Trades that filled in more than two pieces, and option trades, cannot be edited this way yet.


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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.

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