Find, organize, and edit trades

Trades is the ledger for saved trade records. Use it to locate a record, inspect its details, and correct journal fields.

Find a trade

1. Open Trades.
2. Set the available account, date, symbol, or other filters.
3. Scan the matching rows. If the result is empty, clear filters one at a time.
4. Select a row to open its detail panel.

Organize a record

Use the detail panel to edit supported trade fields and add journal context such as notes, tags, or a Playbook setup where those controls appear. Save the change before closing. The exact columns depend on the current table configuration; a filter narrows the displayed records but does not delete them.

Use MAE for maximum adverse excursion and MFE for maximum favorable excursion when those values are present. See daily notes for day-level context and Playbook setups for setup records.