Ploutos Help

Reviewing Trades

Turn raw executions into decisions worth reviewing instead of leaving them as a pile of fills.

This is where Ploutos either becomes useful or stays a storage bin for fills.

The goal is not to collect more rows. The goal is to turn raw executions into decisions you can actually review later.

Start in the right place

Use the dashboard when you want the shape of a period.

Use Trades when you want the actual sequence, notes, review state, and cleanup. Good review usually moves between both:

  1. notice a pattern in the dashboard
  2. switch to Trades
  3. open the trade or group behind it
  4. finish the cleanup there

Why grouped trades exist

Grouped trades are there so a position reads like one idea instead of five fills.

Example:

  • you scale into NQ three times
  • you scale out in two pieces
  • you want one note about the idea, the execution, and the miss

That should behave like one reviewable trade. If it feels like five unrelated rows, the journal loses most of its value.

A review loop that actually holds up

  1. Open Journal.
  2. Narrow the scope if you need to.
  3. Open a grouped trade.
  4. Clean up the fields that matter:
    • notes
    • tags
    • strategy
    • review state
  5. Mark it as reviewed and move on.

Short and consistent beats perfect and delayed.

Use charts and screenshots as context for that loop. They should help you remember the decision, not become a separate research project for every trade.

What makes a tag useful

Good tags usually capture one of these:

  • setup
  • execution mistake
  • day type
  • session
  • context that you will actually filter later

Weak tags sound fine in the moment and become useless later, like interesting, good, or watch.

If you mostly trade one market, tags and strategy labels matter even more because they carry the variation that market-level breakdowns cannot.

Review state is not cosmetic

Use review state to separate:

  • trades you already checked
  • trades that still need attention

That sounds small until the backlog gets real. Once you have weeks of history in the journal, review state is what stops the whole thing from turning into one undifferentiated pile.

What Free and Pro change here

The review habit itself should make sense on Free.

Pro matters more when it saves manual work around getting the trades in and keeping them current. If the review layer only feels good on Pro, the product is not doing its job.

Common mistakes

  • trying to tag every possible nuance at once
  • writing notes that sound reflective but say nothing specific
  • skipping review state, then forgetting what is done
  • staying on the dashboard and never opening the trades behind the signal

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