Trade Detail And Position Chart

The trade detail page connects a recorded position to its lifecycle, orders, fills, fees, and strategy indicator overlays.

What this is

A trade detail page is opened from Trade Log, Analytics, bot position lists, or tokenized /open/trade/... links. It focuses on one recorded position and keeps the chart, lifecycle, orders, and rule context together.

When to use it

Use it when an aggregate metric or journal row raises a question: why the position opened, how it moved, which exit closed it, and whether the strategy filters were aligned with the chart.

Before you start

- The page requires a position that belongs to your tenant.

- Older positions can show inferred legacy context when full lifecycle data was not recorded.

- Indicator overlays come from the bot configuration saved for the position.

- The page is diagnostic; it does not change the bot or the recorded trade.

Step by step

Step 1: Open a position

From Trade Log , expand a row or use the detail link. Shared /open/trade/... links redirect into the authenticated workspace.

Step 2: Read the lifecycle summary

Check status, side, entry, close, quantity, PnL, and exit reason before interpreting the chart.

Step 3: Inspect the chart

Use the position path, entry and exit markers, and indicator overlays to compare recorded execution with the strategy context. Toggle indicators when the chart becomes crowded.

Step 4: Review orders and events

Read the timeline and order sections to confirm fills, fees, reduce-only closes, external close context, and rule snapshots.

What you should see

A useful detail view should explain the position from the first lifecycle event to the final close, with enough chart context to understand whether the trade matched the intended strategy behavior.

Common mistakes

- reading chart overlays before checking the actual side and exit reason

- assuming a shared open link bypasses authentication

- comparing a live position to a backtest without accounting for execution differences

- treating inferred legacy context as complete lifecycle evidence

- Trade Journal And Export

- Analytics And Trade Log UI

- Equity Curve