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How to View Your Trades Log

Overview​

Access and understand your complete trades history with all details.

Steps​

1. Navigate to Trades​

  1. Click "Trades Log" in sidebar
  2. Or click "Trades" from main menu

Screenshot: Trades menu

2. Trades List View​

You'll see your trades displayed with:

  • Symbol name
  • Entry and exit dates
  • P&L (color-coded: green = profit, red = loss)
  • Quantity
  • Entry/Exit prices
  • Status (Completed/Open)
  • Tags (if any)

Screenshot: Trades list

Success!​

You're viewing your complete trades log.

Understanding the Trades List​

Column Layout​

Symbol | Date | P&L | ROI% | Qty | Entry | Exit | Tags

Color Coding​

🟢 Green rows: Profitable trades
🔴 Red rows: Loss trades
⚪ White/Gray: Breakeven
🔵 Blue badge: Tagged trades

Status Indicators​

✅ Completed - Trade closed
⏳ Open - Position still active
🔄 Partial - Partially squared off

Screenshot: Trade row details

View Modes​

List View (Default)​

  • Compact display
  • Multiple trades visible
  • Quick scanning
  • Sortable columns

Card View​

  1. Click view toggle button
  2. Shows trades as cards
  3. More details visible
  4. Better for mobile

Screenshot: Card view

Summary Header​

Performance Summary​

Top of page shows:

  • 📊 Total P&L: Sum of all trades
  • 📈 Win Rate: % of profitable trades
  • 🔢 Trade Count: Total number of trades
  • 💰 Average Trade: Avg P&L per trade

Date Range​

  • Shows currently filtered period
  • Can adjust using date picker
  • Updates summary automatically

Screenshot: Summary header

Viewing Trade Details​

Click on Any Trade​

  1. Click trade row
  2. Detailed view opens
  3. Shows complete information:
    • Full trade timeline
    • Entry/Exit details
    • All costs and fees
    • P&L breakdown
    • Tags and ratings
    • Notes and reviews

Screenshot: Trade details page

Quick Actions​

From Trades List​

Hover over trade to see actions:

  • 👁️ View: Full details
  • ✏️ Edit: Modify trade
  • 🏷️ Tag: Add tags
  • ⭐ Rate: Star rating
  • 🗑️ Delete: Remove trade

Screenshot: Quick actions

Pagination​

  • Bottom of list shows pagination
  • Rows per page: 20, 50, 100
  • Next/Previous: Navigate pages
  • Jump to page: Direct page number

Screenshot: Pagination

Default Sort Order​

Recent First​

  • Trades sorted by exit date
  • Most recent at top
  • Can change sort order
  • Click column headers to sort

Trade Count Badge​

  • Trades menu shows count
  • Example: "Trades (150)"
  • Updates in real-time
  • Reflects current filter

Empty State​

No Trades Yet​

If no trades to display:

  • Helpful message shown
  • Quick actions to:
    • Connect broker
    • Import CSV
    • Add manual trade

Screenshot: Empty trades

Mobile View​

Responsive Design​

  • Adapts to screen size
  • Swipe for more columns
  • Touch-friendly actions
  • Card view recommended

Quick Tips​

  • Trades sorted newest first by default
  • Click any trade for full details
  • Use filters to find specific trades
  • Color coding helps spot wins/losses
  • Summary updates with filters

Account Filter​

Multiple Accounts​

If you have multiple accounts:

  • Use account dropdown in header
  • Filter to specific account
  • Or select "All Accounts"
  • Trade count per account shown

Data Refresh​

Real-time Updates​

  • New trades appear automatically
  • After sync or import
  • No manual refresh needed
  • Auto-updates every few minutes

Next Steps​

Troubleshooting​

No trades showing? Check account filter and date range
Wrong totals? Refresh page
Can't click trade? Check if page fully loaded
Missing trades? Sync or import them
Need help? Contact support@tradelyser.com