Trade Log

Search, filter, and manage your trade history. Drill into any trade for full details.

Trade Log

The Trade Log is your complete trade history. Search, filter, and click any trade to see full details.

Accessing the Trade Log

Go to TradingTrade Log or click View Log in the header.

Viewing Trades

  • Table view – All trades in a sortable table
  • Columns – Symbol, side, entry/exit, P&L, setup, tags
  • Sort – Click column headers to sort
  • Pagination – Navigate through large histories

Filtering

Filter by:

  • Date range – Start and end date
  • Symbol – Specific ticker
  • Setup – Playbook or setup type
  • Tags – Custom tags
  • P&L – Winners, losers, or breakeven
  • Account – If using multiple accounts

Use the search bar to find trades by symbol, notes, or tags.

Trade Detail

Click any trade to open the detail view:

  • Full entry/exit data
  • P&L breakdown
  • Fees
  • Notes and screenshots
  • Linked playbook
  • Related trades
  • Edit or duplicate

Actions

  • Edit – Update trade details
  • Duplicate – Create a copy for a similar trade
  • Delete – Remove (use with caution)
  • Export – Export filtered results to CSV

Bulk Actions

Select multiple trades for bulk export or tagging.

Tips

  • Use date filters to focus on relevant periods
  • Filter by setup to see performance by strategy
  • Click through to the Stats page for detailed breakdowns
  • Export filtered views for external analysis