Review
Work through trades that still need a process review.
Review
Review gives you a queue of trades that you have not marked as reviewed. Open Playbook from the icon rail. Then select Review.
Choose the trade set
Use the account switcher to review one account or All Accounts. Apply filters when you need a smaller set. The queue updates to match the selected account and filters.
An empty queue means that no matching trade needs review. Clear the filters or select another account when you expected more trades.
Review a trade
Select a trade from the queue. The review workspace shows the trade beside the review controls. Check the executions, result, journal notes, strategy, and rule compliance.
Add or correct the information that your process requires. Then mark the trade as reviewed. Tradeways records the review state and advances through the queue.
You can also change the review state from the trade detail page. Mark a trade as not reviewed when it needs another pass.
Journal and strategy context
Review uses the notes and strategy data attached to the trade. Missing information stays missing. Tradeways does not infer a rule result or journal entry that you did not record.
Use Journal for daily, weekly, session, and notebook work. Use Strategies to define rules before you assess compliance.