Getting started

Learn the page, the language used in the tracker and a practical daily review workflow.

In this guide

Open the tracker and choose a day Read the day summary Ticker, trade and execution A practical daily workflow

Open the tracker and choose a day

Move between trading dates and understand the trading-week navigation.

Open Daily Trade Tracker from the main navigation. The page opens a trading date and places it inside its Eastern Time trading week.

Use the previous and next controls to move between available trading weeks.
Select a traded-day card to open that date. Days with no accepted executions do not pretend that a trading review exists.
The week total combines the realized results of the traded days shown in that week.
A historical read-only notice means you can review the saved facts, but that particular historical source is not open for ordinary editing.

Read the day summary

Understand P/L, Trades, Tickers and Rules broken.

Summary	What it means
P/L	The realized result from completed trades on the selected day, using saved executions and reported fees.
Trades	The number of complete positions that opened and returned to zero. Several trades can occur in one ticker.
Tickers	The number of different symbols traded that day.
Rules broken	The number of recorded broken rule results for the day. It is not an AI opinion.

Ticker, trade and execution

See how the three levels of a trading day fit together.

Term	Plain meaning
Ticker	The stock symbol. All trades in the same symbol are grouped in one ticker card.
Trade	One complete position from the moment its quantity leaves zero until it returns to zero.
Execution	One broker fill, such as buying 300 shares or selling 100 shares. One trade can contain many executions.

Several trades in one ticker

If a position returns to zero and you enter the same ticker again later, TradersLink creates Trade 2. Selecting Trade 2 replaces Trade 1 in that ticker's chart and expanded details; it does not create another chart.

A practical daily workflow

Follow a repeatable review from executions through completion.

1. 1. Record the executions

Add exact fills manually or use accepted broker executions when that connection is available.

2. 2. Review each trade

Open every ticker, select each trade and check the executions, tags, rules and notes.

3. 3. Study the chart

Review the selected trade's entries, exits, candles and written analysis.

4. 4. Record the lesson

Add useful tags, trade notes and Daily Notes while the decisions are still fresh.

5. 5. Finish the day

Classify any open position, review daily rules and mark the day reviewed when your day review is complete.

On desktop, completed trade cards can stay expanded while you work. On smaller screens they begin more compactly to keep the day scrollable. Expanding a card never changes the saved trade.

Add and edit trades