P&L Cards, in the side menu, turns your closed trades into a card you can post. Everything on it comes from your Journal, so open positions are not on it.
Pick a card
Your cards holds ready-made cards to start from, such as Daily flex, Week recap and Track record. Press one to open it, or + New for an empty one. The cog beside Your cards offers Rename this card…, Start a new card and Reset to the cards we ship.
Build it in four steps
Period: a preset such as Today, Last Week or This Month, or two days on the calendar for a range of your own. A dot under a day means it has trades.
Accounts: all of them, a quick pick such as Moved this period or Top 3, or the connections and accounts you tick in the list.
Widgets: what goes on the card, such as Headline, Stat grid, Equity curve, Daily P&L or Trading score. Add them, drag them into order, and press ‹ or › to change how one looks. A widget the period cannot fill, such as Daily P&L for a single day, is put on hold and comes back when the period suits it.
Finish: the Width (Wide, Medium or Narrow), the Ground colour, and the Bottom line: a line about what the period did, one of ours, your own, or nothing.
The card changes as you go. On a phone, the card comes first and the four steps follow it.
In your team's look
If you are in a team, the top of the builder has a switch with your team's name and ClearEdge. With your team's name chosen, every card wears one of your team's backgrounds: your team's logo is at the top and your numbers start below it. Pick another background under Finish. If your team has a logo but no backgrounds, your team's logo goes where ClearEdge's would be. Either way, the ClearEdge mark moves to the foot of the card. ClearEdge gives you the usual grounds. The switch is remembered in this browser.
Keep it
Press Save changes. Your cards are kept in this browser, so another phone or computer starts from the ready-made ones.
Share it
Click the card, or press Copy image under it, and the card is copied as a picture: the card says Copied to your clipboard. Paste it wherever you post. If your browser will not copy a picture, the card is saved as a file instead. Account names are masked by default: each account shows as its connection and a number. To show the real names, press the eye on the Accounts or Recent trades row under Widgets.
Still stuck? Press Help in the app: Leeloo, the AI assistant, answers from these articles, and the team is one click away.
