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Saved Trades

Sample trades are shown until a broker CSV import is saved.

Trades MenuPage sectionsTap to jump around this page.

Review priority trade

Save one import to unlock your review queue

Upload a broker CSV, save the import, then this page will show the highest-priority trade instead of the sample list.
Open review queue
Import trades

Saved Trade Workflow

Browse saved trades without losing the review path

Start with the priority trade when you want coaching direction. Use day sessions first when you want the full picture, then open a ticker story and finally the round trip that needs replay.
1. Prioritize
Review the highest-priority trade
Use this when the app has already found the next trade to review.
Open queue
2. Group
Review the session and ticker stories
Use the day session to see which tickers mattered before opening individual round trips.
Open day
3. Review
Finish one trade review at a time
Use the trade detail page to replay executions, write the note, and save checklist progress.
Open Intelligence
All Saved Trades
9
Sample data until you save an import
Review Priority Trade
0
Trades the queue recommends checking first.
Needs Chart Data
0
Execution review is available while chart data is still missing.
Open or Swing
0
Trades waiting until the position is flat.
Chart Findings
0
Certified chart findings and safe review prompts
Add Quality
0
0 risk, 0 strength, 0 prompt

Browse Saved Trades

Use round trips for accounting. Use ticker stories when the same symbol appears more than once on the same day and you want to review whether the later attempt helped or hurt the first idea.

Showing 9 of 9 saved trades
Current view: Day sessions

Start with the full trading day, then open the ticker story that mattered most before drilling into individual round trips.

Next: Open one day session, choose the ticker story, then open the round trip that needs review.

Day Sessions
1
Start with the trading day, then choose the ticker story.
Calendar
1
See green/red days and the tickers behind them.
Ticker Stories
9
Group repeated same-ticker attempts.
Round Trips
9
Each card is one flat-to-flat trade.
Open/Swing
1
Trades that stayed open or carried overnight.
Needs Review
0
Saved trades still waiting for review work.
Round trips show each flat-to-flat trade. Ticker stories group same-symbol re-entries so you can review whether later attempts protected profit, gave back profit, stayed open, or turned into swing exposure.

Day Sessions

Start with the trading day. Open a day session to see which tickers mattered, then drill into the ticker story and round trip that need review.

1
Day sessions
1
Green to red
0
Strength sessions
Day Session / 2026-05-01

Green-to-red session

Priority ticker: EFGH
-235.70

The session reached +3.50 before finishing -235.70.

Round trips
9
Symbols
2
Peak to finish
+3.50 to -235.70
Strengths
0
Review prompt
Find the point where the day changed and decide what rule would have stopped the next weaker attempt.
Fix first: Find the trade or re-entry that changed the day and write what should have stopped the next attempt.
The session went from green to red
The session reached +3.50 before finishing -235.70.
One ticker had multiple attempts
ABCD had 7 round trips for -201.70.
Open day sessionOpen main ticker story