Pinned collections

Pinned collections save a set of trades from search so you can reopen, filter, and study the same cohort anytime.

They live in Trades — not on your Terminal chart.

What you get

A named, durable list of trades — like a saved smart folder. Open it in the library, share the view with yourself via URL, or launch a trade study on the set.

Pin a collection

1. Run an AI trade search or apply manual filters in Research → Trades

2. Review the result set

3. Click Pin or Save collection

4. Name it — for example feb-es-losses or A-setup-winners

5. Find it later under Pinned collections in Trades

Open a saved collection

Go to Research → Trades → Pinned collections.

Click a collection to load those trades in the library grid or table. Filters reflect the saved set.

Study or review

From a collection:

• View in library — browse and open trade details

• Study in chat — run a trade study over the cohort

What good looks like

Every Friday you open week-review, scan ten trades, add notes to any missing context, and run a quick study on win rate by tag.

Manage collections

Rename or delete collections you no longer need. Deleting a collection does not delete the underlying trades.

Important distinctions

Pinned collection (Trades) = saved set of executed trades from search.

Forward Insight (Research) = a study result displayed on your Terminal chart — see Forward Insights.

The word “pin” means two things in Chartnaut. This page is about trade collections only.

Next

1. AI trade search — build the set to pin

2. Trade studies — analyze a collection

3. Forward Insights — study results on the chart