How To Find A Specific Trade

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There are 2 easy ways (and 1 other way) to go to a specific trade and see all your information about it in the Trade Input tab: The Recently Viewed sub-menu and the Analysis Tab.

The Recently Viewed trades drop down menu.

Recently Viewed Trades is a sub-menu that resides under the Forex Smart Tools logo at the top of the Log. You will see it whenever you roll up to the top: the logo will elegantly slide out of the way, or you can deselect Full Page Headers from the Settings menu and then see the sub-menus all the time, with the Logo to the side

This shows the dropped-down display of the recently viewed trades

Trades are color-coded in this drop down menu. White trades indicate a closed and complete trade. Red indicates an open trade or a trade with some information still missing. Yellow indicates a new trade that was opened up without any information in it yet.

The date and time shown for the trade correlate with the Exit time for the trade.

You have control over how many trades you see in this drop down menu. Go to the Settings menu at the top of the Trade Log and choose Trade Input

Screenshot from the Trade Log

In the dialog box that opens, choose the first tab General and pick how many trades you want to see.

The idea of the Recently Viewed menu is to give you a short and quick access to recent trades – not to be your doorway to all your trades. You’re better to use the Analysis tab for that.

Note that the Recently Viewed drop down menu is like a FIFO account – first in first out. As more and more trades are input into the Log, the older ones are not seen on the drop down. You can always access these older trades from the analysis tab or the equity list of the account.

To really delete a trade from the drop down menu means you have deleted it all together. It may soon appear deleted from the drop down as newer ones take its place though.

If you change the number of trades you see in the recently viewed menu to a higher number, it will not take effect right away; it takes awhile for that larger number to show up in the drop down menu. The menu will be populated by the new trades you enter, or the older trades you now choose to review.

If you see 10 trades and then set it to show 100 you will still initially see only 10 trades. That list only remembers as many as it was set to remember at any given time. If it was set to 10 it does not remember the prior 90 as well, so it will not immediately show you 100 recent trades, because it was instructed to only remember 10 until just a second ago when you changed it. So now that you changed it to a larger number, it will start remembering that increased set, but only as you view each one now.

Also note: if you import your trades from your broker’s MT4 platform they do not appear in the recently viewed menu list until you actually view them on the Trade Input tab. You may import 100 trades and see them in the Last Import preset on the Analysis tab, but they won’t all be waiting for you in the recently viewed list (even if you have the list set to be 100 long). Any that you do click on and view though then become part of that recently viewed list.

Create a report from the Analysis Tab

Use one of the supplied presets to generate a report of your trades, one of your own saved presets or create a new preset to see a group of specific trades.

Using the Analysis tab’s presets lets you find exactly the range of trades you’re seeking, whether it’s a trade on a specific broker, a certain currency pair, a gain or loss amount or a certain day – you can set up filters to do an advanced search and find just what you’re looking for.

Once the report is generated and you find your trade, simply click on it and it will jump you over to the Trade Input tab and you will see all the details about that trade. If it is a multi-leg trade, click on the legs indicator on the Analysis tab and it will jump you into the Allocation Breakdown sub-menu of the Trade Input tab.

Manually search the Account

There is a third way to find a specific trade, but it is a little more cumbersome. You can open the Account tab and click on for the specific broker you are dealing with. There you can select a date range and all the trades within that range are chronologically listed. Click on the currency pair for any one trade to be taken to the Trade Input tab for that trade.

If you use this technique, note these two points:

  • The amount shown in the column for the trade value is Net. You may be searching for a specific trade as it shows up on your broker’s report based on its Gross value, which will only be the same as Net if you happen to not have a swap or commission fee for that trade; otherwise it will be a different value.
  • It is the name of the currency that is the active link taking you to the Trade Input tab, as shown here:
screenshot from the Edit Equity dialog on the Accounts tab