Help Centre / Your trades and the calendar

Help Centre

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

  1. Click any row to open the trade, where you can edit it, write notes, toggle tags, attach a screenshot or delete it.
  2. Add a screenshot by clicking the drop zone, dragging an image onto it, or pressing Ctrl+V with an image on your clipboard.
  3. 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.
  4. 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.
  5. 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.

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