Trandence

The Trades página is el operational record of your trading activity in Trandence. It is where you importación broker archivos, inspect parsed trades, filter your historial, assign tags y playbooks, y open deeper reports for a specific symbol or sesión.

What You Can Do On The Trades Page

Use Trades when you need to review el raw trading record behind your Calendar, Journal, Dashboard, y Performance Analyzer results.

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

Guarded Views

Guarded Views let you turn a filtered tabla into a reusable workspace. After setting filters, click Save Current View, name it, y optionally make it el default. Use Manage Saved Views to rename, set a default, or elimina saved views.

Good saved views include:

  • A single broker cuenta or cuenta 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 tabla admite columna-level filters y tag filtering. When selecting multiple tags, use el tag match mode to control whether trades debe match all seleccionado tags or any seleccionado tag.

Tags are shared across el platform. A tag added on el Trades página can appear in reports, Calendar context, behavioral analysis, y journal review flows.

Bulk Actions

Seleccione one or more rows to use bulk actions:

  • Add Tag applies a tag y color to every seleccionado trade.
  • Remove Tag removes a seleccionado tag from every seleccionado trade.
  • Delete Selected permanently removes seleccionado trades.

Bulk changes affect downstream analytics because Calendar, Journal, Dashboard, y sesión reports are calculated from el stored trade record.

From Trades To Reports

Each trade row can open el related Symbol Report. Use this when you want to move from tabla review into context:

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

For day-level analysis, use el Calendar or Import Summary to open el Day Report or sesión resumen.

Importing New Data

Haga clic en Import Trades to start a new importación. The actual CSV/TXT workflow includes broker selection, CSV timezone, optional presets, importación preview, validation checks, batch tags, multi-sesión progress, y conflict review.

For el full workflow, see Importing Trades. To audit previous importacións, see Import History.

¿Necesita ayuda?

Si your trade tabla does not match your broker exportación, or you are unsure which filters or tags to use, reach out to [email protected].