Trades & importing

The Trades page is the journal itself: every buy and sell you’ve recorded, searchable and filterable, plus the tools that make entry fast enough that the journal actually stays current.

The add-trade form

Three helpers run as you type; all are advisory and none ever changes your entry silently:

• Position-sizing calculator — shares for a ¼, ½, or full slot at your entry price. Click to fill the quantity field.
• Buy checklist — pass/warn/fail lines for buys: is the computed market outlook an uptrend, is the price inside the buy zone of a recorded pivot, does the size fit a slot, and (if you’ve imported a Leaderboard list) do ratings clear common floors (Composite ≥ 90, RS ≥ 80). Lines with missing inputs are skipped, not guessed.
• Tag suggestions — the likely tag inferred from context: price at a recorded pivot suggests a breakout buy, a sell through the stop suggests stopped-out, a ticker absent from your Leaderboard import suggests non-list. One click to confirm.

Tags, search, and filters

Tags are what turn a trade log into a review tool: filter by ticker, tag, date range, and win/loss (win/loss is judged per closed round trip, and shows both legs of each). The attribution report and mistake-pattern analysis both get sharper as tag coverage grows.

Broker CSV import

Trades → Import takes a trade-history CSV from any broker:

1. Upload the file. The app first tries known header layouts; if yours is new, a single AI call maps your broker’s columns to the app’s fields (the mapping is cached, so it happens once per layout, not once per file).
2. Review the preview — every row, already parsed, shown before anything is written.
3. Confirm to import. The import is additive; it never edits or deletes existing trades.

CSV export

The export button downloads your complete journal as CSV at any time — and stays available even if your trial or subscription lapses. Your trade history is never held hostage.