Once your trades have been imported, the Trades Page becomes your central hub for viewing, filtering, and managing your trade history. This page gives you a clear, structured view of all executed trades before deeper journaling or review.
Accessing the trades page
- Select the Trades icon from the left-hand menu
This opens a complete table view of all trades associated with your accounts.
Viewing your trades
On the Trades Page, you’ll see a full list of all imported trades across all accounts. Each row represents a single trade, with key execution and performance details displayed in columns.
Available columns
| Column | What it shows |
|---|
| Symbol | The instrument traded (e.g., MNQ, MES, ES) |
| Side | Long or Short |
| Date | Entry date and time |
| Entry Price | Price at trade entry |
| Exit Price | Price at trade exit |
| Size | Position size / quantity |
| P&L | Profit or loss, color-coded green or red |
| Result | Win, Loss, or Breakeven |
| R-Multiple | Risk-adjusted return |
| Setup | Assigned playbook or strategy |
| Reviewed | Whether the trade has been journaled |
| Align Score | Execution alignment score, color-coded |
You can customize which columns are visible using the column settings control. Show only the data that matters to your review workflow.
Filtering your trade history
Trades can be filtered to isolate specific behaviors or conditions:
| Filter | Description |
|---|
| Side | Long or Short |
| Symbol | e.g., MNQ, MES |
| Account | Individual trading accounts |
| Date Range | Custom time windows |
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.
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
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.
Bulk actions
To perform actions on multiple trades at once:
- Select individual trades using the checkboxes
- Or use the header checkbox to select all visible trades
- Click the Bulk Options button
Available bulk actions:
| Action | What it does |
|---|
| Export to CSV | Download selected trades as a CSV file |
| Add to Strategy | Assign a playbook to selected trades |
| Mark as Reviewed | Flag trades as journaled/reviewed |
| Mark as Not Reviewed | Reset the reviewed status |
| Delete | Permanently remove selected trades |
Deleting trades is permanent and cannot be undone. Double-check your selection before confirming.
Exporting trades
To export your trade data:
- Select the trades you want to export (or select all)
- Click Bulk Options → Export to CSV
- 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.
What this page is for
The Trades Page is intended for:
- Reviewing imported trade data
- Filtering and organizing trade history
- Performing bulk actions (export, assign, review, delete)
- Opening individual trades for detailed review or journaling
Next step: Select any trade to open its journal and begin the structured review process. See Journaling a Trade for a complete walkthrough. 
