Documentation Index
Fetch the complete documentation index at: https://docs.tradealign.app/llms.txt
Use this file to discover all available pages before exploring further.
The Trades Page is your central hub for viewing, filtering, and managing your trade history. This page gives you a clear, structured view of all trades — whether imported via CSV or logged manually.
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.
Accessing the trades page
- Select the Trades icon from the left-hand menu
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.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 |
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
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
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)
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
| 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 |
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
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