The Trades сторінку is operational record of your trading activity in Trandence. It is where you імпорт брокер файлs, inspect parsed угоди, filter your історію, assign tags і playbooks, і open deeper reports for a specific symbol or сесію.
What You Can Do On The Trades Page
Використовуйте Trades when you need to review raw trading record behind your Calendar, Journal, Dashboard, і Performance Analyzer results.
- Import trades from брокер-експортed CSV/TXT файлs, Broker Sync, or manual entry.
- Search and filter by symbol, open date, close date, tags, source, і таблицю search.
- Save views so recurring filters can be reused without rebuilding таблицю each time.
- Open Symbol Reports from a угоду row to review execution, fundamentals, chart context, і per-symbol coaching.
- Manage tags for single угоди or batches of вибраний угоди.
- Assign playbooks so analyzer can compare execution against setup you intended to угоду.
- Delete selected trades when you need to clean up duplicate or incorrect дані.
Збережітьd Views
Збережітьd Views let you turn a filtered таблицю into a reusable workspace. After setting filters, click Save Current View, name it, і optionally make it default. Використовуйте Manage Saved Views to rename, set a default, or delete saved views.
Good saved views include:
- A single брокер акаунт or акаунт 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 таблицю підтримує колонку-level filters і tag filtering. When selecting multiple tags, use tag match mode to control whether угоди має match all вибраний tags or any вибраний tag.
Tags are shared across platform. A tag added on Trades сторінку can appear in reports, Calendar context, behavioral analysis, і journal review flows.
Bulk Actions
Виберіть one or more rows to use bulk actions:
- Add Tag applies a tag і color to every вибраний угоду.
- Remove Tag removes a вибраний tag from every вибраний угоду.
- Delete Selected permanently removes вибраний угоди.
Bulk changes affect downstream analytics because Calendar, Journal, Dashboard, і сесію reports are calculated from stored угоду record.
From Trades To Reports
Each угоду row can open related Symbol Report. Використовуйте this when you want to move from таблицю review into context:
- What happened on chart.
- Whether угоду matched its playbook.
- Which behavioral tags or mistakes were present.
- How symbol performed across сесію.
- Whether a Data Deep Dive is worth running.
For day-level analysis, use Calendar or Import Summary to open Day Report or сесію підсумок.
Importing New Data
Натисніть Import Trades to start a new імпорт. The поточний CSV/TXT workflow includes брокер selection, CSV timezone, optional presets, імпорт preview, validation checks, batch tags, multi-сесію progress, і conflict review.
For full workflow, see Importing Trades. To audit previous імпортs, see Import History.
Потрібна Допомога?
Якщо your угоду таблицю does not match your брокер експорт, or you are unsure which filters or tags to use, reach out to [email protected].