Trades library
Trades holds every trade you have taken in Chartnaut: live and demo trades, trades imported or adopted from MetaTrader, backtest trades and trades logged in hindsight. Open it from Trading → Trades. How your trades are recorded explains where each kind comes from.
Ask for the trades you want
The quickest way to find trades is to describe them. Type into the box over the grid, which reads Search or ask about your trades, for example:
My losing BTC trades that opened before 10:00 last month
The search page opens with the matching trades and the agent's answer. When the agent offers to apply the result, click Accept: Trades opens in a new tab showing only those trades, under Showing AI search results. Click Clear AI search to go back to everything. AI trade search covers the rest.
Filter by hand
The sidebar on the left holds the filters. Every change applies straight away, and each section has a Clear link once you use it.
Filter | What it narrows by |
|---|---|
Playbooks | The playbook a trade is filed in |
Accounts | The account that took it |
Sessions | The backtest session it came from. Search by name |
Trade | Origin (Backtest, Hindsight, Live, Imported, Adopted), Side, Status (Open or Closed), Outcome (Winning, Losing, Breakeven), and Unmapped only |
Custom Fields | Your own properties. Add filter picks a field and a condition, such as Grade Is A or Mistake Is not empty. Up to 10, all must match |
Closed Date | A From and To date, by Closed at or Trade date |
Filters live in the page address, so a bookmark or a shared link reopens the same view. When the sidebar is hidden, the Filters button opens the same filters in a panel with Reset and Save.
Change how trades are shown
At the top of the sidebar:
Grid view shows each trade as a chart snapshot, P&L path view as the path its profit and loss took, and Table view as rows. Pick a tile size: S, L or XL.
View sets the figure on every tile: Risk : Reward (the default), Max Reward, Max Drawdown, Potential (R), Realized P&L, Max Favorable or Max Adverse.
Sort orders by Trade date, Log date or any of those figures, and Order flips the direction.
Columns, in table view, chooses and reorders the columns. Symbol, Opened / Closed and Result are always shown.
Each tile shows the symbol, the side and the figure you chose, green for profit and red for loss. An open trade shows Open. A trade on a broker symbol that is not linked to a chart shows Unmapped; Symbol mapping fixes it.
Open a trade
Click any trade. Its detail opens beside a narrow list of the other trades, so you can click through them in turn without losing your filters. Close it with the X, or your browser's back button.
Trade detail explains everything on it. Each trade can also carry your own tabs; see Views on trades.
