Trades

The Trades page is where you review history, inspect a position on the chart, and add fills manually.

Page layout

Panels you can resize:

Panel sizes are remembered in your browser.

Select a trade

Click a row to load overview + chart context. The overview shows exchange, status, entry/exit, and a running PnL sparkline.

Chart markers highlight open and close against price:

Finding trades

Use column filters in the grid header — for example Side → Longs only / Shorts only.

You can also search, sort, and show/hide columns to match your workflow. Clear filters when you're done reviewing a slice of history.

Add a trade

Click Add Trade in the top bar (or Add trade from the quick menu).

Fill in:

1. Symbol — search and pick a pair.
2. Exchange — where the trade happened.
3. Fees — optional transaction / funding.
4. Orders — one or more fills (side, size, time, price).

Multiple orders

Use + under the order table for scaling in/out or separate legs. The footer shows position size, net side, remaining, and status.

Save with Add Trade. The row appears in the table and feeds Dashboard / Calendar stats.

Edit or delete

Right-click (or use the row menu) for Edit Trade / Delete Trade.

Tags and notes

On the overview panel, expand Tags and Notes for the selected trade. Tags help you review by setup later; notes capture context that doesn't fit in a column. Saved notes also appear on the Notes page.

Tips

• Log fills soon after close — times and prices are easier to capture fresh.
• Pair Trades with the Calendar to jump from a red/green day into the underlying rows.
• Keep symbols and exchanges consistent so chart markers and filters stay reliable.