Daily view

The daily view groups all your trades by closing day. It's the main tool for your daily review.

Trade groups by day

Each day appears as a two-level collapsible group:

Level 1 — Summary (collapsed):

• Date and total P&L for the day
• Win Rate
• Total number of trades

Level 2 — Detail (expanded) by clicking 'Show trades':

• Complete list of trades for the day, sorted by closing time
• For each trade: symbol, direction, profit/loss etc...

Expand / Collapse

• Expand/collapse all days at once
• Per day: Click Show trades in the day header to open/close

Chronological order

In Settings → Options, enable "Reverse days order" to see the oldest first (useful for chronological reading).

Daily tags

Assign tags to an entire day (independent of trade tags):

Examples of daily tags:

• Disciplined day / Emotional day
• Followed plan / Deviated from plan
• Trending market / Ranging market

Tags per trade

Assign tags to each individual trade (independent of day tags):

Examples of trade tags:

• Breakout setup / Retest setup
• Perfect entry / Late entry
• Target hit / Stop touched

Screenshots

Attach screenshots to trades to document your setups:

1. Open a trade in the daily view
2. Drag-and-drop or select an image
3. The thumbnail appears in the trade form

Trade chart

Click a trade in the daily view to open its detail modal. If the symbol can be mapped to Polygon, a candlestick chart is displayed below the trade details.

Available timeframes: 1 min, 5 min, 15 min, 1 hour, 4 hours, daily.

What is shown on the chart:

• Entry / exit markers: buy/sell arrows and a dashed line connecting the entry and exit prices
• Exact price levels: short horizontal lines at the entry and exit prices
• Adjacent trades: toggle Show adjacent trades to overlay other trades on the same symbol in the visible range
• Reload button: refetches the bars from Polygon, useful after editing a symbol alias

The chart uses the timezone configured in Settings → Options. The data is fetched from Polygon.io and cached locally in the browser.

For technical details (symbol mapping, spgn aliases, cache, rate limiting), see the trade chart developer reference.

Side P&L calendar

A mini-calendar appears on the right side of the page (toggleable in Settings → Options):

• Quick navigation between months
• Click a day to open the trades for that day
• Days are colored based on P&L

Filters

The same advanced filters as on the dashboard and trades apply here.