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Overview

The Kanban Board view transforms your trade journal into a visual workflow management system. See all your trades organized by status, and drag them between columns as you progress through your review process.

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Accessing the Kanban Board

  1. Navigate to the Trades section
  2. Click the Board view toggle in the top navigation
  3. Your trades appear organized by workflow status

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How It Works

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Columns

Each column represents a workflow status:
  • Columns are automatically created from your custom statuses
  • The column order matches your status order in settings
  • Each column shows a count of trades

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Cards

Trade cards display:
  • Trade title and symbol
  • Date and result
  • Rating (if set)
  • First image thumbnail

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Drag and Drop

Move trades between columns:
  1. Click and hold a trade card
  2. Drag it to a different column
  3. Release to update the status
The status change is saved automatically when you drop the card.

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Compact Mode

Toggle Compact Mode to show more trades per column:
  • Smaller card sizes
  • Less detail per card
  • More trades visible at once

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Workflow Examples

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Trade Review Workflow

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Simple Workflow

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Learning Workflow

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Customizing Columns

Columns are based on your workflow statuses. To add, remove, or reorder columns:
  1. Go to Manage > Statuses
  2. Add new statuses for new columns
  3. Drag to reorder
  4. Delete statuses to remove columns
Trades in a deleted status column will still exist but won’t appear on the board until reassigned.

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Best Practices

Don’t let too many trades pile up in “In Progress” columns. Complete reviews before starting new ones.
Create statuses that match your actual review process. Generic statuses like “Status 1” aren’t helpful.
Check your board daily or weekly to keep trades moving through your workflow.

Workflow Statuses

Customize the columns on your board.

Advanced Filtering

Filter which trades appear on the board.