2. A First Walk Through

Let's take a first walk through Tradestory together. Our example tradebook is loaded, and in this chapter we look at what Tradestory makes of it. We'll go quickly. Each stop on the walk has a chapter of its own later in the book, and here we only want a feel for how the parts fit together.

We'll follow one path:

• the Dashboard, where every open position has a row,
• one position up close: its tranches and its trades on a price chart,
• the Journal, where each trade waits for a note,
• the numbers for the whole portfolio,
• and where the Playbook fits in.

Every figure in this chapter comes from the example tradebook, with prices as of the close on 16 October 2026. If you loaded your own tradebook in Chapter 1, your screens will show your own trades, and the same explanations apply.

Let's start at the Dashboard.