Trade Log

Trade Log

The trade log at /trades is where you sit down and work through your trades: reviewing them, tagging them, fixing imports, cleaning up. Every trade in the active account appears as a row in one long table; click any row to open the full Trade Detail page.

Working the table

Sort by clicking any column header. A second click flips the direction, a third clears the sort. Sorting persists per user across sessions. The table paginates as you scroll: when you hit the bottom, the next page loads automatically.

A handful of cells edit in place so you do not have to leave the row. Click a Strategies cell to open a picker; click a Tags cell to pick from that tag column's values; click the Reviewed checkbox to flip the flag. Any custom columns of type Select, Checkbox, or Text behave the same way: open with a click, commit with Enter or by clicking out, cancel with Escape. If you have never set up strategies or tags on this account, the first click drops a one-line prompt that links to Strategies or Tags to configure them.

Columns are reorderable by drag, resizable by edge, and double-clicking an edge auto-fits to the content. The same column controls live in the toolbar under Display, which opens a popover with three tabs: Columns (visibility plus a Reset layout action), Sizes (font size), and Align (cell alignment). Anything you change here is mirrored in Settings → Trade Table so the layout follows you across devices.

For a column-by-column reference, including all the trade economics columns (TP / SL, Tech RR, Realized R, MFE / MAE / MCE, gross and net P&L, custom fields), see Settings → Trade Table.

Filters and smart search

Two filter inputs sit at the top of the page. The smart-search field on the left takes free text (symbols, dates, weekdays, months, statuses, results, strategies, tags) and converts each token into a chip. Press Enter or Space to commit, Backspace on an empty input to remove the last chip. Pasting a whitespace-separated list (for example from a spreadsheet) parses every token in one go. Ambiguous tokens (an ES that matches both a symbol and a tag, say) show up as an amber chip and you click them to disambiguate.

Recognized chip kinds: date (2025-01, january, q1, 2024), weekday, month, direction (long, short), status (open, closed), result (winner, loser, breakeven), reviewed / unreviewed, strategy name, tag value, exact symbol, and symbol prefix (ES… to include ESH5, ESM5, ESU5).

Next to smart search are the local filter chips: date range, status, side, result, reviewed state. Chips that do not fit collapse into a More popover, which also hosts the long-tail dimensions (instruments, symbols, tags, strategies, entry price, position size, weekdays, time of day). Filter mechanics are shared with the rest of the app; see Filter.

The global filter from the header still applies on top. Local filters narrow further; both apply together.

A Trash toggle in the toolbar flips the table between live trades and soft-deleted ones (more on that below). The badge next to it shows the trash count when something is in there.

Bulk operations

Tick the checkbox in any row to start a selection. The header checkbox toggles all loaded rows. When the filter narrows to a manageable set, a Select all matching trades link extends the selection to every trade matching the filter, not just the loaded window. Select-all matching is unavailable while tag, strategy, weekday, or time-of-day filters are active, because those dimensions cannot be applied server-side at scale.

With at least one row selected, the bulk action bar appears above the table:

• Mark reviewed and Mark unreviewed flip the reviewed flag.
• Assign strategy and Assign tag open a picker with three modes: Add appends, Replace overwrites, Remove detaches.
• Force close closes any open trades in the selection at the last execution price.
• Move transfers trades to another account and assigns new trade numbers there, warning if the currency differs or if custom fields don't have matching columns.
• Fix timezone re-interprets imported timestamps under a different IANA timezone. Useful when a broker import landed in the wrong market timezone, even if that means some trades shift to a different day.
• Reset metrics clears the cached MFE / MAE / MCE so they recompute from market data.
• Delete moves the selection to the trash, where it stays restorable for 30 days.

Bulk jobs run server-side. A toast in the bottom-right tracks progress, lets you cancel mid-run, and reports the final count. The selection clears once the job is handed off; the trades keep updating in the background.

When viewing a shared account as a mentor, every bulk action is disabled and shows a "Mentor view is read-only" tooltip.

Trash

Trash in the toolbar switches the table to soft-deleted trades. A banner reminds you that anything in here restores for 30 days, then disappears for good. Selecting rows lets you Restore them back into the live table or Delete permanently, which removes the trades along with their executions, images, and notes; that action can't be undone. The trash is owner-only; mentors viewing a shared account don't see the toggle at all.

When the live table has nothing to show, you'll see "No trades recorded yet." if the account has no trades at all, or "No trades match your current filters." if filters are eating everything. An empty trash shows "The trash is empty."

Page widgets

Above the table you can pin a small strip of KPI cards and charts that scope to the same filter as the rows below; see Page Widgets for the catalog and how to add them.

See also

• Trade Detail: open one trade for the full breakdown
• Filter: how global and local filters compose
• Settings → Trade Table: column visibility, sizes, alignment, and the full column reference