Add your first view

By the end of this tutorial, every trade you open has a tab showing how far price ran after you exited, measured in R. You build it once, on one trade, and it works on all of them.

You need at least one closed trade in Trades. If you have none yet, connect a broker and place a trade first.

Describe the view

1. Open Trading → Trades.

2. Click a closed trade to open it.

3. In the trade's tabs, beside Overview and Details, click + View.

4. In the box under Build a custom view, type: How far did price run after I exited, in R? Show the furthest point in my direction in the hour after the exit, and when it got there.

5. Press Build. Chartnaut asks How should it be built?

6. Click Build it with me.

Build it for me suits simple views such as a table or one chart, and the agent finishes those on its own. This view needs checking against real trades, so you build it with the agent.

The app builder opens. Your description is already sent to the agent in the chat, and the preview on the right is set to the trade you came from.

Build it with the agent

1. Watch the chat while the agent works. Working shows above the preview until it finishes.

2. When it stops, open the App tab. The view draws on your trade, with the run after your exit in R.

3. Check the number against what you know of the trade. If you exited a long BTC trade at 64,200 with a $400 stop and price reached 65,200 in the next hour, the view should show 2.5R.

4. Click Preview as and pick another trade, ideally one that went the other way. The view redraws on that trade.

Refine it

1. Type a change in the chat, for example: Also show the run in points, and flag trades where price came back through my entry before it ran.

2. Wait for the agent to finish, then check the preview again on two or three trades.

3. If you edit the code yourself in the Code tab, press Run to see your change drawn.

Keep going until the numbers match what you see on the chart. See the builders' agents for what the builder's chat can do.

Publish it

1. Press Publish. A dialog ticks off Compiling the app, Checking what it references and Storing the version.

2. When it shows Published version 1, the view is live.

3. Go back to Trading → Trades and open the same trade.

The view is a new tab in the trade's tabs. Click it to see the result for this trade.

See it on another trade

1. Close the trade and open a different one.

2. Click the view's tab.

Same view, this trade's numbers. Every trade you take from now on has it too.

Change it later

1. Open Tools → Apps and find the view.

2. Open its menu and click Open editor.

3. Ask the agent for the change, then press Publish.

Every trade shows the new version the next time you open the tab.

Take it off

1. Open any trade and hover the view's tab.

2. Click the ×.

The view comes off every trade. It stays in Tools → Apps, and + View lists it under Your views if you want it back. Build your own pages has ideas for the other five kinds of page.