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Chapter 4 · Trades & journal

4.1Trade list and filters

What is it? All trades with filters, setup assignment and multi-select.

What you get

  • Find fast: account, range, symbol, direction, source
  • Assign setups right in the list
  • Edit several trades at once

How it works

  1. Open “Trades” and set filters at the top.
  2. Assign a setup via a row's setup field; “Undo” in the toast reverts it.
  3. Select several rows and use the bar at the bottom to assign in bulk.
  4. Click a trade for its detail.

Good to know

  • Synced or imported trades: core data and PnL are read-only, journal fields stay editable.
  • A “News” badge marks trades inside your firm's lock window.

FAQ

Why can't I change the entry price?
The trade comes from sync or import; core data matches the platform.

Related articles

  • 4.2 Log a trade manually
  • 4.3 Journal: notes, rating, tags and screenshots
  • 6.4 Plan-to-trade matching and inbox
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