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Your trades and the calendar
Recent Trades on the Dashboard lists the selected book's trades, ten per page. The calendar below shows net P&L per day.
Video walkthrough coming soon
A short video showing each of these steps will appear here.
Steps
- Click any row to open the trade, where you can edit it, write notes, toggle tags, attach a screenshot or delete it.
- Add a screenshot by clicking the drop zone, dragging an image onto it, or pressing Ctrl+V with an image on your clipboard.
- Use Filter to narrow the whole Dashboard to one tag. Selecting a different tag replaces the current one — the filter takes one tag at a time.
- Tick the checkbox on one or more rows to select them, then use Delete in the bar that appears. Bulk delete is the only bulk action.
- Click a day in the calendar to see that day's trades, then click one to open it.
Good to know
- The calendar opens on the month of your most recent trade, not necessarily this month. Use Today to jump back.
- The dot marking a trade as unread is stored in this browser only, so a trade can look unread again on another device.
- Editing the prices on an imported or synced trade recalculates its P&L from the numbers you enter. That drops any broker fee or swap that was baked into the imported figure, and a later sync can overwrite your edit. The app warns you when you open one.