Trandence

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

What You Can Do On The Trades Page

Utilisez Trades when you need to review le raw trading record behind your Calendar, Journal, Dashboard, et Performance Analyzer results.

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

Enregistrezd Views

Enregistrezd Views let you turn a filtered tableau into a reusable workspace. After setting filters, click Save Current View, name it, et optionally make it le default. Utilisez Manage Saved Views to rename, set a default, or delete saved views.

Good saved views include:

  • A single broker compte or compte 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 tableau prend en charge colonne-level filters et tag filtering. When selecting multiple tags, use le tag match mode to control whether trades doit match all sélectionné tags or any sélectionné tag.

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

Bulk Actions

Sélectionnez one or more rows to use bulk actions:

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

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

From Trades To Reports

Each trade row can open le related Symbol Report. Utilisez this when you want to move from tableau review into context:

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

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

Importing New Data

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

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

Besoin d’aide ?

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