Find a session
Choose a date, search account or symbol details, apply available filters, and refresh the current view.
Review copied trades without moving control to the cloud
Review what Copilink received locally, sync eligible history to the web, and use Suite journal and analytics tools without coupling review to the desktop copy engine.
No card · Full Suite access
Trade locally. Review the whole session.
The desktop dashboard keeps the current picture close. Synced history connects completed activity to web trade, session, journal, and analytics views included with your plan.
Suite adds the Full Web Journal, advanced analytics, full session analysis, leader-versus-follower reporting, execution-deviation analytics, equity and drawdown analysis, notes, tags, screenshots, and templates.
Core
Desktop analytics, cloud sync, web trade history, and session reporting.
Suite
Full Web Journal plus advanced analytics, session analysis, execution reporting, notes, tags, screenshots, and templates.
The local Trade log starts with stored desktop history
Read the summary
Review open and closed sessions, leader P&L, combined P&L, points, and available trade details.
Follow the cloud link
A successfully synced item can open its corresponding web trade, session, or journal view according to plan access.
Respect the boundary
The Trade log cannot show full detail for broker activity Copilink never received or stored.
Local, synced, and full-journal features are distinct
Core includes desktop history, cloud sync, and web reporting. Suite adds the full web journal and advanced analytics.
Local Trade log
Core + Suite- Data location
- Stored on this computer
- What it provides
- Session grouping, date navigation, filters, summary cards, open and closed sessions, leader and combined P&L, points, and available trade details.
Web trade and session history
Core + Suite- Data location
- Eligible reconstructed history syncs to Copilink
- What it provides
- Open a synced trade or session online and review web reporting.
Full web trading journal
Suite- Data location
- Synced trade and journal records
- What it provides
- Review queue, notes, tags, screenshots, and templates.
Advanced analytics
Suite- Data location
- Synced trade, session, and execution records
- What it provides
- Trade, day, session, equity, drawdown, consistency, and leader-versus-follower analysis.
| Capability | Included with | Data location | What it provides |
|---|---|---|---|
| Local Trade log | Core + Suite | Stored on this computer | Session grouping, date navigation, filters, summary cards, open and closed sessions, leader and combined P&L, points, and available trade details. |
| Web trade and session history | Core + Suite | Eligible reconstructed history syncs to Copilink | Open a synced trade or session online and review web reporting. |
| Full web trading journal | Suite | Synced trade and journal records | Review queue, notes, tags, screenshots, and templates. |
| Advanced analytics | Suite | Synced trade, session, and execution records | Trade, day, session, equity, drawdown, consistency, and leader-versus-follower analysis. |
Sync extends review-not control.
Completed history can move into the web experience while the copy engine and its controls remain on the desktop.
What reaches the web
- Eligible reconstructed trade and session history needed for web reporting.
- Journal records needed for notes, tags, screenshots, templates, and analytics when the plan includes them.
- A web link only after the local item completes a successful sync.
What never controls copying
- The web journal does not start, stop, or configure the desktop copier.
- Turning cloud sync off does not stop copying.
- Normal cloud sync does not upload broker passwords, OAuth tokens, raw local database dumps, or support diagnostics.
- A sync delay does not mean the local Trade log is empty.
A trade has not synced
Check internet and account access, inspect the cloud-link state, and use Sync now once. Repeated retries do not recreate missing local history.
A trade is missing locally
Refresh the selected date and filters, then confirm Copilink was open. Compare the session with broker records.
A web link does not open
Confirm sync completed and the signed-in web account has the plan access required for that destination.