How to Change Reports by Open Date / Close Date / Transaction Date

You can customize how your trading reports credit returns—whether by entry date, exit date, or individual transaction date—from your Settings.

Steps to change report dates:

1. Click the Settings icon (gear ⚙) located at the bottom-left of the side navigation menu.

2. Under DATA & TRADES, select Trades.

3. Scroll down to the Reports section.

4. Choose your preferred option:

   • Open Date: Credits returns to the date you entered the trade.

   • Close Date: Credits returns to the date you exited the trade.

   • Transaction Date: Credits returns per individual transaction date.

5. The system will automatically apply your selection to your reports.