Use Trade Explorer

Inspect individual completed trades, rank factual groups and maintain trade-review details.

In this guide

Keep individual-trade sorting separate from grouped rankings.

The Trades view starts with all directions and the most recently closed trade first.
Sort trades orders individual rows by facts each trade has, such as P/L, return, hold time, shares or entry value.
Trading Days, Tickers, Entry Times, Holding Time, Position Size and Periods use Rank by to order their factual groups.
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.
Net P/L uses fee-covered completed trades. When fee details are incomplete, Trade Explorer states how many trades are omitted and Gross P/L remains available when its facts are complete.

Save notes, tags and custom-rule results without changing execution facts.

Choose Review to edit the completed trade's note, select up to 10 trader-chosen tags and mark applicable custom trade rules Followed, Broken or Not reviewed.
Automatic preset-rule results are calculated from recorded facts and remain read-only.
Previous and Next move through trades on the current results page. Save or deliberately discard changes before leaving an edited trade.
Review never changes the trade's executions, price, quantity, date or P/L.

Inspect and review your completed trades.