Trades Page

Overview

The Trades page is a paginated, sortable, and fully configurable table of all your imported trades. It also supports manual trade creation, bulk operations, and individual trade detail.

Columns

By default, the table shows: Open Date, Open Time, Side, Symbol, P&L $, Entry Price, Exit Price, Tags, and Executions.

Click Columns in the toolbar to open the column settings panel. You can toggle any column on or off. All available columns:

Columns can be reordered by dragging them in the header. The column order and visibility are saved automatically.

Sorting

Click any column header to sort the table by that column. Click again to reverse the sort. Sorting happens server-side on the main Trades page.

Selecting trades

Each row has a checkbox. Check one or more rows to select them. You can also:

• Check the header checkbox to select all trades on the current page
• Press Escape to clear all selections

Tip: After selecting at least one row with a click, use the ↑ / ↓ arrow keys to move between rows and Space to toggle the checkbox — no mouse needed for multi-select.

Bulk operations

When trades are selected, the toolbar switches to bulk mode showing the count of selected trades and two actions:

• Add Tags — assign one or more tags to all selected trades at once (see Tags Management)
• Delete (trash icon) — delete all selected trades after a confirmation dialog

The summary bar at the bottom recalculates to reflect only the selected trades when a selection is active.

Summary bar

The bar pinned to the bottom shows aggregate stats for the current view:

When trades are selected, all metrics reflect only the selected subset.

Trade detail

Click any row to open the Trade Detail page for that trade. It shows:

• Stats grid: Shares Traded, Closed Gross P&L, Gross Return, Commissions/Fees, Closed Net P&L, Net Return, Best Net Exit P&L, Position MFE/MAE, Price MFE/MAE, Exit Efficiency — see Metrics Glossary for definitions
• Note: a 200-character text area with an Add Template button to pre-fill from your notes templates
• Trade Running P&L and Day Running P&L line charts — the Day Running P&L shows cumulative P&L across all trades on the same day, with the current trade highlighted
• Executions table: individual fills with Date, Time, Symbol, Qty, Price, Position, Commissions/Fees
• Initial Risk field in the toolbar — edit and save the planned risk for this specific trade (see Risk Settings)

Navigate between trades using the Prev and Next buttons in the top-right corner without returning to the list. Use Back to return to the table.

Creating a trade manually

Click Create Trade in the toolbar to open the manual trade entry modal. Fill in:

• Symbol — searchable dropdown with live ticker lookup
• Account — the trading account to assign the trade to (manage in Trading Accounts)
• Side — Long or Short
• Initial Risk — your planned max loss for this trade
• Executions — one or more fills, each with Date, Time, Qty, Price, and Commissions/Fees
• Note — optional trade note with template support

At least one execution is required. Add more executions with Add Execution.

Downloading trades

Click Download to export all trades (matching current filters) as a CSV file named trades.csv.