Overview, Day View and Trade View
What each screen shows, how the filters work, and how a day is delimited in your journal.
By NKTrades
Your journal has three screens for looking at your trades, each with its own purpose. They share the same filters, so you can switch between them without losing your period or symbol.
Overview
Trading → Overview is your dashboard: core numbers like P&L, win rate and profit factor, plus widgets such as a cumulative curve, your last days and your risk management score. You choose which widgets appear with the Widgets button.
Day View
Trading → Day View groups your trades per trading day: for each day you see net and gross P&L, number of trades, winners/losers, win rate and volume, with the trades themselves listed below in a table. Click a trade to open its detail page, or use ?day= in the URL to zoom into a single day.
A day is the calendar day on which a trade was opened. The times you see are shown in Amsterdam time (Europe/Amsterdam), even if the trade came from a US broker.
Trade View
Trading → Trade View is the flat list of all your trades, with the columns you need to scan quickly: open date, direction, size, net P&L and more. Click a trade to open its detail page: entry, exit, fees, R-multiple, executions, notes and (if the instrument is known) points and ticks.
Select multiple trades with the checkboxes and you can link them to a strategy in one go.
Filtering
The same filter bar sits above every screen: period, account, symbol, direction, status (open/closed), strategy, tag and the P&L basis (net/gross). A filter stays in place when you switch screens, so you can, for example, move from Overview to Trade View while staying filtered on one account.
Did this answer your question?
Still stuck?
Send us a message and the team will take a look with you.
More in Trade journal
Adding a trading account
Every trade belongs to a trading account: how to create one, which broker to pick, and the limit on the free plan.
Importing trades from Tradovate
How to get your Tradovate orders into your journal: create an account, export the Orders report as CSV and upload it.
Which import should you use?
An overview of the supported brokers and exports, logging a trade by hand, and where to find the import log.
Why does your P&L differ from your broker?
Net versus gross, estimated fees, and why an unknown instrument or the wrong time zone can shift your numbers.
Re-importing and duplicate trades
Why importing twice does no harm, how a trade gets completed instead of overwritten, and what happens to your notes.
Notes and screenshots
A note on a trade, a note for a whole trading day, and a screenshot per trade, all part of the free plan.