Trades Page

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Adding trades

There are three ways to add trades to TradeAlign:

• Manual Entry — Click Add Trade, select your account, then choose Manual Entry to log a single trade by hand. The form collects only what’s needed: symbol, side, dates, prices, quantity, fees, and stop loss. P&L is calculated automatically.
• CSV Import — Upload a CSV file from your broker. Topstep, Tradovate, and Interactive Brokers formats are auto-detected. For other brokers, use the manual column mapping option.
• Manual CSV Import — Upload any CSV and map your columns to TradeAlign fields. Save your mapping for future imports.

See the import guides for Tradovate, TopstepX, Interactive Brokers, or any CSV.

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Accessing the trades page

1. Select the Trades icon from the left-hand menu

This opens a complete table view of all trades associated with your accounts.

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Viewing your trades

On the Trades Page, you’ll see a full list of all trades across all accounts — both imported and manually logged. Each row represents a single trade, with key execution and performance details displayed in columns.

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Available columns

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Filtering your trade history

Trades can be filtered to isolate specific behaviors or conditions: Filters can be combined to narrow your view and focus on specific subsets of trades.

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Sorting columns

Each column can be sorted based on your preference:

• Click any column header to sort ascending or descending
• The default sort order is based on trade exit time

Sorting allows you to quickly reorganize trades by time, P&L, result, or other attributes.

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Pagination

For larger trade histories, the Trades Page paginates your data:

• Choose how many trades to display per page: 25, 50, 75, or 100
• Use Previous and Next buttons to navigate between pages
• The current count shows how many trades are in your filtered view

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Opening a trade detail

Click any trade row to open the trade detail panel. This shows the full trade summary:

• Symbol and side
• Entry and exit prices
• Position size and duration
• P&L and R-multiple
• Align Score (if journaled)

From the detail panel, you can edit the trade, delete it, or begin journaling.

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Bulk actions

To perform actions on multiple trades at once:

1. Select individual trades using the checkboxes
2. Or use the header checkbox to select all visible trades
3. Click the Bulk Options button

Available bulk actions:

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Exporting trades

To export your trade data:

1. Select the trades you want to export (or select all)
2. Click Bulk Options → Export to CSV
3. The file downloads with your trade data and column headers

This is useful for external analysis, record-keeping, or sharing trade history with a coach or mentor.

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What this page is for

The Trades Page is intended for:

• Adding trades (manual entry or CSV import)
• Reviewing trade data
• Performing bulk actions (export, assign, review, delete)
• Opening individual trades for detailed review or journaling