Trandence

The Trades page is the operational record of your trading activity in Trandence. It is where you import broker files, inspect parsed trades, filter your history, assign tags and playbooks, and open deeper reports for a specific symbol or session.

What You Can Do On The Trades Page

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

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

Saved Views

Saved Views let you turn a filtered table into a reusable workspace. After setting filters, click Save Current View, name it, and optionally make it the default. Use Manage Saved Views to rename, set a default, or delete saved views.

Good saved views include:

  • A single broker account or account 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 table supports column-level filters and tag filtering. When selecting multiple tags, use the tag match mode to control whether trades must match all selected tags or any selected tag.

Tags are shared across the platform. A tag added on the Trades page can appear in reports, Calendar context, behavioral analysis, and journal review flows.

Bulk Actions

Select one or more rows to use bulk actions:

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

Bulk changes affect downstream analytics because Calendar, Journal, Dashboard, and session reports are calculated from the stored trade record.

From Trades To Reports

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

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

For day-level analysis, use the Calendar or Import Summary to open the Day Report or session summary.

Importing New Data

Click Import Trades to start a new import. The current CSV/TXT workflow includes broker selection, CSV timezone, optional presets, import preview, validation checks, batch tags, multi-session progress, and conflict review.

For the full workflow, see Importing Trades. To audit previous imports, see Import History.

Need Help?

If your trade table does not match your broker export, or you are unsure which filters or tags to use, reach out to [email protected].