Add a view
You add a view from the page it belongs on. Describe what you want to see, the agent builds it with you in the app builder, and it appears on every page of that kind. Build your own pages explains what a view is, and Add your first view walks through one from start to finish.
Building a view uses the agent, so it needs Starter or above and runs on AI credits or your own AI subscription.
Where to start
Page | Click |
|---|---|
Trade, journal day, instrument | + View at the end of the page's tabs |
Backtest session, account, playbook | Reports, then Create custom report at the top of the list |
Both open the same box, Build a custom view, with an example for that page as its placeholder.
Build it with the agent
Type what you want to see, naming the numbers, how to group them and the chart you want.
Press Build. Chartnaut asks How should it be built?
Click Build it with me.
The app builder opens with your description sent to the agent, and the preview set to the page you came from.
Wait while Working shows above the preview.
Open the App tab and check the numbers against what you know of that page.
Click Preview as and pick another trade, day or session to see the view on different data.
Ask for changes in the chat until it is right.
The agent publishes the view as the last step of a build, once its checks pass. If you change the code yourself in Code, press Publish afterwards. Until its first publish, your view's tab opens on Not built yet with Open in builder.
Build it for me sits on the same step. It is for simple views the agent will finish on its own, and it is not live yet: choosing it shows a notice and builds nothing.
One of the two options is marked Suggested. Ticking Don't ask again skips the step next time and turns Build into a button for the way you picked, with Ask me each time in its menu. Tick it on Build it with me.
Add a view you already have
Under the box, Your views lists the published apps in your library that fit this kind of page and are not on it yet, including ones added from Community. Click one to add it. Explore community views opens views other traders have shared: see Community views.
Journal days, backtest sessions, accounts and playbooks all hand a view a set of trades, so a view built for one fits the other three. Build Win rate by hour of entry on a playbook and it is offered on accounts too, working on that account's trades.
Change or take off a view
To change a view, open Tools → Apps, open the view's menu and click Open editor. Ask the agent for the change. Every page shows the new version once it is published.
To take a view off, hover its tab and click ×, or click × on its row under Your custom reports. It comes off every page of that kind and stays in Tools → Apps. Views cannot be reordered on a page.
When it goes wrong
This app needs data collected first on the view: it reads a definition's events that have not been gathered for these trades. What views and apps can see and change explains the choice.
A trade view shows an error on an open trade: trade views read closed trades only.