Trade Detail & Review

Trade Detail and Review

Every trade in TraderNest has a detail view where you can see the full information about the trade and add your own analysis. The trade review process is one of the most important parts of becoming a better trader — it forces you to reflect on what happened, why you made the decisions you did, and what you would do differently next time.

Opening the Trade Detail

To open the trade detail view, simply click on any trade in the Trades table. A detail modal (or side panel) will open showing all the information about that trade.

Trade Information

The top section of the trade detail shows the factual data about the trade:

• Trading pair and direction — The instrument and whether it was a long or short trade.
• Entry and exit prices — Where you got in and where you got out.
• Position size — The size of your position.
• Realized P&L — Your profit or loss on this trade.
• Fees — Trading fees and funding charges.
• Net P&L — Your P&L after fees are deducted.
• Duration — How long the position was open.
• Open and close timestamps — Exact date and time.
• Exchange — Which exchange the trade was on.

Adding Notes and Review

Below the trade information, you will find a Notes section where you can write your own analysis and review of the trade. This is your space to reflect on:

• What was your rationale for entering this trade?
• Did you follow your strategy and rules?
• What market conditions led to this trade?
• What could you have done differently?
• What lessons can you take from this trade?

Writing even brief notes for each trade builds a personal knowledge base that AI Hawk can leverage to provide more accurate coaching. The more context you add, the better the AI understands your decision-making process.

Adding Tags

Tags let you categorize your trades with custom labels. You can add one or more tags to each trade to create your own classification system. Common tag examples:

• Setup type: "breakout," "pullback," "reversal," "range"
• Emotional state: "FOMO," "revenge," "confident," "patient"
• Market condition: "trending," "choppy," "high-volume," "news"
• Quality: "A+ setup," "B setup," "impulsive"

Tags are searchable and filterable, so you can later pull up all trades with a specific tag to analyze how you perform in those situations.

Adding Screenshots

You can attach chart screenshots to your trades to capture the visual context of your entry and exit. This is invaluable during review sessions — seeing the actual chart alongside your notes brings the trade back to life.

• Starter plan: Up to 500 screenshots across all trades.
• Advanced plan: Unlimited screenshots.
• Free plan: Screenshots are not available.

To add a screenshot, click the "Add Screenshot" button in the trade detail and upload an image file (PNG, JPG, or WEBP). You can add multiple screenshots per trade — for example, one for the entry setup and one for the exit.

Rating Your Trade

TraderNest includes an optional self-assessment rating for each trade. You can rate the quality of your execution on a scale, regardless of whether the trade was profitable or not. A well-executed trade that hit your stop loss is still a "good" trade if you followed your plan. A profitable trade that you entered on impulse without any setup is a "bad" trade even though it made money.

Rating trades helps you separate the quality of your process from the randomness of outcomes. Over time, you should see that consistently high-rated trades perform better than low-rated ones, which reinforces good habits.

How Reviews Help AI Hawk

When you add notes, tags, and ratings to your trades, you are giving AI Hawk much richer data to work with. Without reviews, AI Hawk can only analyze the numbers — entry price, exit price, timing, and P&L. With reviews, the AI can also understand:

• Which trades you felt were impulsive vs planned
• What market conditions you trade best in
• How your emotional state correlates with performance
• Which setup types work best for you

The more consistently you review your trades, the more accurate and personalized your AI coaching becomes.