📁 Saved Trades Overview

The Trades Overview panel allows you to view, manage, and interact with all your saved trades in one place. It's designed to help you organize and quickly access your work across multiple strategies and configurations.

🔍 Key Features

• Trade List Table
  Each row represents a saved trade, including columns like:

  • Tab Title: Name you assigned (or default “New tab” if unnamed)

  • Tags: Custom tags for easy filtering

  • Structure Name: Type of structure (e.g. call spread, put, call)

  • Position Date: Execution position date

  • Product: Underlying product/instrument

  • Shared: Indicates if the trade is shared with others

  • Created On: Date the trade was saved

  

• Filter Trades
  Use the search bar to filter by trade name, ID, period, or tag.

• Bulk Actions
  Select multiple trades using checkboxes and choose an action:

  • Open as tabs: Load selected trades into the workspace as tabs

  • Delete: Remove all selected trades 

  • Share: Share selected tabs with your colleagues (coming soon)

    

💡 Tips

• Use meaningful tab names and tags for easier filtering.

• Sort any column by clicking the arrows in the header.

• Use the "Shared" column to collaborate with teammates.