ChartnautDocs

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.

Screenshot to capture · 16:9 · trades-library-grid
Trades in grid view with the filter sidebar
Route/morpheus/trades
FocusThe sidebar (view controls, View, Sort, Order, filter sections) and the grid of trade tiles beside it, with the agent box over the grid
StateAt least a dozen closed trades across two playbooks. Grid view, tile size L.
Sourceclient/src/routes/authenticated/morpheus/trades/TradesLibrarySidebar.tsx:80 TradesLibrarySidebar
Trades in grid view, with the filter sidebar on the left.

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.

Screenshot to capture · 16:9 · trades-library-detail-open
A trade's detail open beside the filtered list
Route/morpheus/trades?trade_id=<a closed trade>
FocusThe split view: the narrow trade list on the left and the trade detail pane on the right
StateA playbook filter applied, then one closed trade opened.
Sourceclient/src/routes/authenticated/morpheus/trades/TradeDetailPane.tsx:70 TradeDetailPane
A trade's detail open beside the filtered list.

Trade detail explains everything on it. Each trade can also carry your own tabs; see Views on trades.