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Preview feature

Tradeset Invest

Broker-synced records held outside your journal. Each one stays outside your journal until closing data is confirmed. Once closed, Tradeset creates a journal-ready draft for review before import.

Your journal stays closed-trade only. Nothing here affects your Dashboard, Analytics, Edge Score, Calendar, Reports, or Leaderboards until a closed draft is reviewed and imported.

Records Held

0

Trading Exposure

β€”

Unrealized P&L

β€”

Ready for Review

0

Imported to Journal

0

Closed β€” ready for journal

Confirmed entry and exit data. Review each draft, then approve it to import into your journal.

Nothing waiting for review

When Auto Sync confirms both entry and exit fills for a stored record, the journal-ready draft appears here for approval.

Held records

Open positions, possible holdings, unmatched fills and cash/fund records. Hover a status for why it was classified that way.

Loading records…

Imported to journal

Nothing has closed and moved to the journal yet.

Records are created and confirmed by Auto Sync. Tracking only β€” no orders are ever placed from Tradeset.