Use Trade Explorer

• The Trades view starts with all directions and the most recently closed trade first.
• Sort trades orders individual rows by facts each trade has: close time, P/L, return on total entry value, holding time, total entry shares, peak shares held, total entry value, execution count or factual trading costs.
• Trading-cost sorts are available only for the fee-covered Net P/L population. An unavailable fee is never treated as zero.
• Trading Days uses Sort days. Tickers, Entry Times, Exit Times, Entry Weekday, Direction, Holding Time, Total Entry Shares, Share Size, Position Size, Total Entry Value, Entry Price and Periods use Rank by to order their factual groups.
• Share Size groups trades by peak shares held. Position Size groups trades by the maximum money value of shares held, calculated from Journal execution facts.
• Result narrows the current Gross or Net P/L population to Wins, Losses or Flat trades.
• Rank by offers the Gross or Net P/L that matches the selected Result basis and hides calculations that cannot produce a meaningful order for that selection.
• Manually entered trades with no fee entered are included in Net P/L. Use View no-fee trades to review those entries in Workspace.
• When broker fee details are missing from imported trades, they are excluded from Net P/L. Trade Explorer shows the excluded count only when it is greater than zero.

• Closed from and Closed to use each trade's closing date in the account trading timezone.
• Money is displayed in the reporting currency selected in Account settings. Trade Explorer does not provide a separate currency override. Trade type classifies a Day trade when the position opens and fully closes on the same account-local date; a cross-date completion is Multi-day. This does not guess whether a trader intended a Swing.
• Entry session uses the account trading timezone: Premarket is 4:00–9:29 AM, Regular hours is 9:30 AM–3:59 PM and Post market is 4:00–7:59 PM. Entries outside those ranges remain available under All entry sessions.
• More filters includes entry weekday and time, holding time, total entry shares, peak shares held and total entry value.
• Choose one exact saved tag or Untagged. Because one trade can have several tags, separate tag selections can overlap and their totals are not expected to add to one exclusive total.
• Trade note present or missing and Review incomplete are workflow filters. Trade Explorer does not infer a setup, strategy, mistake or sentiment from note text.
• A custom rule filter uses one exact immutable rule version and keeps Followed, Broken, Not reviewed and Not applicable distinct. A saved association does not prove that a tag or rule caused a result.
• Day note and day-rule filters appear only in Trading Days. Saved notes, tags and rule results remain visible in Trade Details.

• Trading Days shows first entry, last exit, active ticker count, completed trades, wins, losses, P/L, best and worst trade, win rate, realized drawdown, recovery, giveback and the day's realized P/L path.
• Choose anywhere on a Trading Days or Tickers row, or use its chevron, to expand the contributing completed trades. The table returns to its first column so the indented child table is visible from the start. It shows 10 trades per page. On a narrow screen, swipe anywhere across the parent or child rows to move the full result table sideways.
• Entry Times and Exit Times show full intervals in the account trading timezone. Quantity and money buckets use non-overlapping ranges.
• Choose Details on any trade to open its Trade Details drawer without leaving Trade Explorer. Exact executions remain available in the Trades table and in Trade Details.

Trade Explorer calculates these results from completed Journal trades, executions, charges, tags, notes and saved rule reviews. It does not require Trade Analyzer access and does not use candles, MFE/MAE, VWAP, EMA, RSI, relative volume, candle patterns, market-path Green-to-Red, Level Analysis or provider data.

• Choose Details to see the trade result, total shares, quantity-weighted entry and exit prices, total entry value, holding time, Journal notes, tags, saved rule results and exact executions. The same drawer includes the Workspace Analyzer tab when Trade Analyzer is available; Analyzer access and results remain separate from Trade Explorer calculations.
• The drawer stays on Trade Explorer and does not show Trade Analyzer results or require Trade Analyzer access.
• Trade Details does not change the trade's executions, price, quantity, date or P/L.

• Apply the filters, result view and ordering you want, then choose Save view and enter a custom name.
• Saved views stores the Explorer setup for the selected trading account. It does not create a second copy of the matching trades, notes, tags, rules or reviews.
• Open Saved views to see each custom title and the date it was created. Choose a card to expand or collapse its selected filters, then choose Open view to restore that setup and recalculate the current results.
• If you change a filter without applying it, apply the new results before saving so the saved view matches the table you can see.