Chapter 6 · Setups & playbook
6.4Plan-to-trade matching and inbox
What is it? Planned entries are matched automatically to synced or imported trades; the rest lands in the inbox.
What you get
- Setup, checklist and features move to the trade automatically
- Suggestions for trades without a plan
- Assign by click or keyboard, several at once
How it works
- Open “Setups” › “Inbox”.
- Check ambiguous matches and suggestions.
- Assign or dismiss.
Good to know
- Matching: same symbol and direction, time window 10 min before to 8 h after the plan, entry close to the plan.
- A plan without an account applies to one trade per account (copy trading).
FAQ
- Why wasn't my plan matched?
- Differences in symbol, time or entry; the trade then sits in the inbox with a suggestion.
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