Trandence

The Trades pagina is il operational record of your trading activity in Trandence. It is where you import broker file, inspect parsed trades, filter your storico, assign tags e playbooks, e open deeper reports for a specific symbol or sessione.

What You Can Do On The Trades Page

Usa Trades when you need to review il raw trading record behind your Calendar, Journal, Dashboard, e Performance Analyzer results.

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

Salvad Views

Salvad Views let you turn a filtered tabella into a reusable workspace. After setting filters, click Save Current View, name it, e optionally make it il default. Usa 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 tabella supporta colonna-level filters e tag filtering. When selecting multiple tags, use il tag match mode to control whether trades deve match all selezionato tags or any selezionato tag.

Tags are shared across il platform. A tag added on il Trades pagina can appear in reports, Calendar context, behavioral analysis, e journal review flows.

Bulk Actions

Seleziona one or more rows to use bulk actions:

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

Bulk changes affect downstream analytics because Calendar, Journal, Dashboard, e sessione reports are calculated from il stored trade record.

From Trades To Reports

Each trade row can open il related Symbol Report. Usa this when you want to move from tabella review into context:

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

For day-level analysis, use il Calendar or Import Summary to open il Day Report or sessione riepilogo.

Importing New Data

Fai clic su Import Trades to start a new import. The attuale CSV/TXT workflow includes broker selection, CSV timezone, optional presets, import preview, validation checks, batch tags, multi-sessione progress, e conflict review.

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

Serve aiuto?

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