Assign a Journal trade when you know which Saved System produced it. The trade stays in the global Journal and appears in that system's Journal view.

Before you assign#

Create the Saved System first. Use one system for trades that share the same core rules and expected behaviour.

Assign one trade#

  1. Open the Journal.
  2. Find an unassigned trade.
  3. Open its system field or assignment action.
  4. Select the correct Saved System.
  5. Confirm that the trade now appears in that system's Journal.

Assign several trades#

Select the matching rows, then use the bulk assignment action. Review the selection before saving so trades from a different approach are not mixed into the same evidence.

Save a rule#

When the Journal offers an assignment rule, use it only when future trades from that broker account should consistently belong to the selected system.

A system is missing#

Create a Saved System, then return to the Journal and assign the trade. Use What is a system? when you are unsure whether two approaches belong together.