Trade Details
Categories
Trade Details
Trade Details is the main summary section for an individual trade. It gives you a clean overview of the trade itself and, once Trade Setup is filled in, it can also surface quick insights about execution quality.
What this section shows
This section is focused on the trade itself. It is the place where you quickly review the core information without needing to open every other tab in the manage view.
- Basic instrument and trade information
- Position side and trade direction
- Trade result and performance overview
- Timing related details such as open and close context
- Other core values tied directly to the trade record
Quick insights
When they appear
Quick insights become more useful once Trade Setup has been populated. That extra manual data gives journl. more context for how the trade was planned and how it actually played out.
What they help with
They help you evaluate execution quality at a glance instead of only reviewing the final trade result.
Why that matters
A profitable trade is not always a well executed trade, and a losing trade is not always a bad decision. Quick insights help separate outcome from process.
How to use Trade Details well
- Start here when opening any trade in the manage view.
- Confirm the basic trade information is correct.
- Review the result in context, not in isolation.
- Use the quick insight area as a prompt for deeper review.
- Move to Trade Setup, Psychology, Notes & Review, or Execution Details when you need more depth.
How this fits into the full review flow
Trade Details works best as the first stop in your review. It gives you the snapshot. The other sections then add the why, the how, and the lesson from the trade.
Think of Trade Details as the trade summary layer. It is the fastest way to understand what happened before moving into the deeper review sections.
Trade Details
Trade Details is the main summary section for an individual trade. It gives you a clean overview of the trade itself and, once Trade Setup is filled in, it can also surface quick insights about execution quality.
What this section shows
This section is focused on the trade itself. It is the place where you quickly review the core information without needing to open every other tab in the manage view.
- Basic instrument and trade information
- Position side and trade direction
- Trade result and performance overview
- Timing related details such as open and close context
- Other core values tied directly to the trade record
Quick insights
When they appear
Quick insights become more useful once Trade Setup has been populated. That extra manual data gives journl. more context for how the trade was planned and how it actually played out.
What they help with
They help you evaluate execution quality at a glance instead of only reviewing the final trade result.
Why that matters
A profitable trade is not always a well executed trade, and a losing trade is not always a bad decision. Quick insights help separate outcome from process.
How to use Trade Details well
- Start here when opening any trade in the manage view.
- Confirm the basic trade information is correct.
- Review the result in context, not in isolation.
- Use the quick insight area as a prompt for deeper review.
- Move to Trade Setup, Psychology, Notes & Review, or Execution Details when you need more depth.
How this fits into the full review flow
Trade Details works best as the first stop in your review. It gives you the snapshot. The other sections then add the why, the how, and the lesson from the trade.
Think of Trade Details as the trade summary layer. It is the fastest way to understand what happened before moving into the deeper review sections.