Summary

The Summary tab is the main workspace for turning a trade into a useful review. The redesigned layout puts the four prices that define the trade first, keeps the written summary prominent, and groups supporting figures into compact widgets so you can scan the result without working through a grid of equally weighted cards.

On a wide screen, the written summary occupies the main column. Review figures, efficiency, the excursion chart, and snapshots sit in a supporting column beside it. The sections stack vertically on smaller screens.

Entry, stop, target, and exit

The price rail at the top reads from left to right:

• Entry — the average or weighted entry price.
• Stop — the initial or weighted stop, with the planned risk distance.
• Target — the initial or weighted target, with the planned reward in R and movement units.
• Exit — the average or weighted exit, with the realised result in R and movement units.

For trades with more than one open execution, the stop and target headings identify the values as weighted. Depending on the instrument, movement can be shown in pips, ticks, or points.

Written summary

Use the large Summary editor to record your thesis, context, decisions, lessons, and post-trade observations. It supports rich text and images, and changes save automatically.

Use the Notes tab for additional private notes. Detailed fill, stop, target, broker, MAP/MFP, and allocation facts remain in Executions.

Review, position sizing, timing, and result

The tabbed review card keeps supporting details in one place:

Efficiency

Entry, exit, and total efficiency appear together as three horizontal bars on a shared percentage scale. Reading them as one block makes it easier to compare how much of the available entry and exit opportunity you captured.

Efficiency and excursion analysis require enough execution data to calculate the trade. When a trade is still incomplete, the widgets show a placeholder until the required entry or close information is available.

Excursion chart and price path

The excursion chart plots sampled market movement across the life of the trade and marks the important reference levels: stop, entry, target, exit, maximum favourable excursion (MFE), and maximum adverse excursion (MAE).

Move your pointer across the price line to see the movement value and market price at that point in time. Use the chart toggle to switch between the instrument's movement unit, R:R, and Gross currency values.

The price path requires a supported instrument and market data. If the path has not been fetched, is stale, or failed to load, use Load price path, Refresh price path, or Retry price path when that action is shown. Unsupported instruments still show the calculated trade levels, but cannot show a market price line. The plotted path is sampled for a quick review rather than being a tick-by-tick record; use the Charts tab when you need full candle detail.

Excursion details

Expand Excursion details below the chart to see maximum adverse and favourable prices plus:

• Available Trade Range (ATR)
• End Trade Drawdown (ETD)
• Remaining Distance To Target (RDT)
• Maximum Favourable Excursion (MFE)
• Maximum Adverse Excursion (MAE)
• Remaining Distance To Stop (RDS)

The table follows the chart's movement, R:R, or Gross selection. Hover a metric, or focus it with the keyboard, to preview its range on the chart. Click the row to keep that range highlighted while you compare it with the price path; click it again to clear the pinned highlight.

MAP and MFP values recorded on close executions power the excursion and efficiency calculations. You can enter them manually, and eligible plans can calculate them from supported historical price data.

Snapshots

Snapshots attached to the trade appear in a compact viewer at the bottom of the supporting column. Use the dedicated Snapshots tab to add or manage them.