Trade Details

Trade Header

Learn how to use the trade header to view and edit crucial trade information such as symbol, market, direction, strategy, account, reward-to-risk ratio, net profit, and profit percentage. The split view feature allows for improved analysis and comparison of trade snapshots alongside the current trade information.

On the trade screen, you can see all the relevant details about a specific trade. At the top of the screen, you will find important information such as the symbol, market, direction, strategy, account, reward-to-risk ratio, net profit, and profit percentage. These details give you a quick overview of the trade and its outcome.

Trade header with key information displayed at the top of each trade

Editing details

you can edit the symbol, market, direction, strategy, and account of a trade by clicking on them from the trade screen. This allows you to update any details that may have changed since the trade was opened, or to correct any errors in the initial recording of the trade.

Split view

Pressing the "Split View" button in the top right-hand corner of the Trading Vault app changes the screen to a side-by-side layout. This moves your trade snapshots to the right-hand side of the screen, which is particularly useful for people with large or wide monitors.

The split view feature allows you to view your trade snapshots alongside the selected current trade information for improved analysis and comparison.