Reminder: Office Hours are available Wednesdays and Fridays to get your questions answered 

logo
  • Home
  • Quick Guides
  • User Guide
  • Video Library
  • Release Notes
  • Downloads
  • Support Ticket
  • FAQs
  • Search

Account

P/L & Duration/Timeline Graphs

Journal Trade Graphs

This tab offers two views of your Closed, Matched or Reconciled trades:  P/L by Trade Duration and P/L by Timeline.  The views update dynamically by Account, Symbols, Date Range and #tags.
The Timeline Graph.

Click/Drag your cursor to adjust/enlarge the orientation view.


Hover your cursor over each graph plot for trade detail.  Circles = Option Trades, Diamonds = Stock Trades.   The Duration View shows P/L and # of Days in the Trade

Timeline View displays P/L on Date Closed or Expiration

SPY Price is displayed on the Timeline View.  Slide your cursor along this graph line to show end-of-day price for that date.


by Support Team

Backtest from the Journal

You can “Replay” a trade from your Journal by sending it to Backtest Analysis.
Click on the  icon on the Journal trade tab.

Trades are sent to the specific strategy template of the trade.

If you click on the “Trade Open”  tab, you will only get that view of the trade.

If you click on the the “Trade Close” Journal tab, you get both open and closing info sent to Backtest.

View the P/L, Price History, Stock Volatility Chart – be sure to utilize the “Go Big” function to see more detail of the trade.

 Click Here for more on Backtesting

Note:   This function is available on a  “Clean” trade.   Clean means there was a clean Open and a clean Close of the trade.  There were no partial closings, ‘roll-ups’, adjustments or exercise/assignments. 


by Support Team

Save Backtested Trades to Manual Account

Want to keep record of backtested trades?  

Send them to the Manual Account.  While in Backtest Mode,  structure your trade as usual in the Options Chain or in a Strategy Template. Then click “Save”.
The “Trade” button becomes “Save” when in Backtest Mode.

You have the option of saving the Entry or Entry and Exit of the trade.  Each tab has specific information such as Total Cost when opening the trade and Total Credit (Debit) when Exiting the Trade.


 

You’ll have the option to Save both the Entry and Exit positions on the “ticket”.  You can also choose to save only the Entry OR Exit if you wish.  So if you want to post an opening trade on a past date, but still have it open now, you can Save Entry Only on the Entry part of the Ticket.

Journal too

Once saved, you can see these trades in your Journal.  You can add notes and tags.  Simply click Journal in Order Status, or edit in the Journal.


by Support Team

Delete Journal Entries

Whether you entered a trade incorrectly, or want to remove Cancelled Orders from your Virtual or Manual Account, you have the ability to delete a Journal Entry.

Simply expand the Trade tab and click on the  icon.

If you are deleting Cancelled or Expired orders, you’ll be prompted to confirm you want to delete the entry.

For trades that have a specific Open and/or a specific Close, you’ll be prompted to choose either Selected Trade or Selected and Related Trade,  if applicable.

Prior to deleting your selection, you’ll be prompted to confirm the action.  Once deleted, the trade cannot be restored.

 

 

 

Note:  Deleting a Journal entry for a Manual Account will remove the trade completely from both the Journal and Manual Account.
Deleting a Journal entry for Real or Virtual Accounts only remove the Journal entry, and the trade will remain in the account.


by Support Team

  • 1
  • 2
  • 3
© 2025 Trade Tool Support. All rights reserved