Trade Summary Cards and Full History
Create a shareable results card and dig into your complete closed-trade log and raw transactions.
Share your results
The Trade Summary section builds a clean, shareable image card of your performance — great for posting an update or keeping a monthly record.
To use it:
- Open Trade Summary from the sidebar.
- The card reflects your current filters (portfolio, strategy, date range), so set those first.
- Click Download PNG to save the image, or Share or save to grab a link.
Because it respects your filters, you can produce a card for a single account, a single ticker, or your whole book.
The full History log
The History section is your permanent record. It has two tabs:
- Closed Trades — every settled trade with its outcome and P/L. Filter by strategy, symbol, or date range to find exactly what you need.
- Transactions — the raw, broker-level activity behind your trades (useful for reconciling or auditing).
If History looks empty, widen the date range or clear your filters — the log defaults to a recent window.
When to use which
- Use Trade Summary to communicate results at a glance.
- Use History to audit, reconcile against your broker, or research a past decision in detail.
Frequently Asked Questions
Does the Trade Summary card respect my filters?
Yes. It reflects your currently selected portfolio, strategies, and date range, so you can generate a summary for one account, one ticker, or your entire portfolio.
Why is my History empty?
The closed-trade log defaults to a recent date window. If you don't see older trades, widen the date range or clear your filters and they'll appear.