Trandence

The Trades Seite is die operational record of your trading activity in Trandence. It is where you Import Broker Dateis, inspect parsed Trades, filter your Historie, assign tags und playbooks, und open deeper reports for a specific symbol or Session.

What You Can Do On The Trades Page

Nutzen Sie Trades when you need to review die raw trading record behind your Calendar, Journal, Dashboard, und Performance Analyzer results.

  • Import trades from Broker-Exported CSV/TXT Dateis, Broker Sync, or manual entry.
  • Search and filter by symbol, open date, close date, tags, source, und Tabelle search.
  • Save views so recurring filters can be reused without rebuilding die Tabelle each time.
  • Open Symbol Reports from a Trade row to review execution, fundamentals, chart context, und per-symbol coaching.
  • Manage tags for single Trades or batches of ausgewählt Trades.
  • Assign playbooks so die analyzer can compare execution against die setup you intended to Trade.
  • Delete selected trades when you need to clean up duplicate or incorrect Daten.

Speichern Sied Views

Speichern Sied Views let you turn a filtered Tabelle into a reusable workspace. After setting filters, click Save Current View, name it, und optionally make it die default. Nutzen Sie Manage Saved Views to rename, set a default, or delete saved views.

Good saved views include:

  • A single Broker Konto or Konto tag.
  • A strategy-specific view such as “Opening Range Breakout”.
  • A review list such as “Needs notes” or “High commission days”.
  • A symbol or sector watchlist.

Filtering And Tags

The Tabelle unterstützt Spalte-level filters und tag filtering. When selecting multiple tags, use die tag match mode to control whether Trades muss match all ausgewählt tags or any ausgewählt tag.

Tags are shared across die platform. A tag added on die Trades Seite can appear in reports, Calendar context, behavioral analysis, und journal review flows.

Bulk Actions

Wählen Sie one or more rows to use bulk actions:

  • Add Tag applies a tag und color to every ausgewählt Trade.
  • Remove Tag removes a ausgewählt tag from every ausgewählt Trade.
  • Delete Selected permanently removes ausgewählt Trades.

Bulk changes affect downstream analytics because Calendar, Journal, Dashboard, und Session reports are calculated from die stored Trade record.

From Trades To Reports

Each Trade row can open die related Symbol Report. Nutzen Sie this when you want to move from Tabelle review into context:

  • What happened on die chart.
  • Whether die Trade matched its playbook.
  • Which behavioral tags or mistakes were present.
  • How die symbol performed across die Session.
  • Whether a Data Deep Dive is worth running.

For day-level analysis, use die Calendar or Import Summary to open die Day Report or Session Zusammenfassung.

Importing New Data

Klicken Sie Import Trades to start a new Import. The aktuell CSV/TXT Workflow includes Broker selection, CSV timezone, optional presets, Import preview, validation checks, batch tags, multi-Session progress, und conflict review.

For die full Workflow, see Importing Trades. To audit previous Imports, see Import History.

Brauchen Sie Hilfe?

Wenn your Trade Tabelle does not match your Broker Export, or you are unsure which filters or tags to use, reach out to [email protected].