Review trades in the library

Open Library. It has two modes, switched at the top of the tab: Trades (default) — your trades as a filterable, sortable table with session stats across the top — and Summary, a calendar-and-stats view of the same data. Press Ctrl+Shift+S anywhere on the Library tab to flip between the two without reaching for the toggle. The mode you pick is remembered while you navigate (reset on restart).

Stats header shows net points, average, trade count, and win rate for the current view.
Account — the toolbar’s first control, defaulting to All accounts. Pick one trading account to narrow the table — and the Net points, Trades, and Win rate tiles above it — to that account alone. A clip cut from a marker isn’t tied to any account, so it stays visible no matter which account you pick: the Account column shows — for it, and for a trade, its nickname (or its raw account id if you haven’t nicknamed it yet — see Settings ▸ Trading accounts). The column isn’t sortable. Turn on Hide account numbers (Settings ▸ Trading accounts, or the eye icon in the top bar) and both the column and this dropdown switch to nicknames or Account N placeholders instead of the raw id — the dropdown still filters by the real account underneath, so a masked screenshot of a filtered view is safe to take.
Account tags… — appears next to Account once you’ve tagged at least one account (by firm, Funded vs Eval, anything). Each tag you pick becomes a chip and the table narrows to accounts carrying every selected tag — pick Lucid Trading and Funded to see only your Lucid funded accounts. Click a chip’s × to drop it. Marker clips aren’t tied to an account, so they stay visible under any tag filter, same as with Account.
Filter by instrument, direction (long/short), outcome (wins/losses), tag, and a date range (a click-and-drag calendar). More filters adds a points range and a hold-duration range — e.g. only trades that lost more than 10 points, or only holds over two minutes. Filters are remembered while you navigate (reset on restart). Use Clear filters to reset.
New badge: any trade whose clip you’ve never played is marked New. The badge clears the first time you press play on that trade’s clip in the Review screen — you don’t dismiss it by hand. Tick Unwatched only in the toolbar to hide everything you’ve already reviewed, which turns the library into a worklist you can empty. (Trades that were already in your library before this shipped count as watched, so an existing library doesn’t light up all-New.)
Sort by clicking the Time / Inst / Dir / Pts / Size / Dur column headers (click again to flip direction).
Live‑now rows: open positions are pinned at the top with a ticking hold time. If a position looks like a phantom (e.g. your platform disconnected), click Flatten to force Recap’s view of it to flat. (Flatten only corrects Recap’s local view — it never touches your broker.)
Open a trade: click a row whose clip is ready to open the Review screen (rows still processing show Processing… / No clip / Failed and aren’t clickable).
Delete trades — one or many: click any row’s trash icon to enter delete mode — checkboxes appear (that row pre‑checked). Tick more rows, or use the select‑all box to grab everything in the current filtered view; a bar shows “N selected” with Clear and Delete. One confirmation deletes them together. Deleting removes the trades’ clip files and library rows only — your raw session footage is left untouched.
Export CSV: exports exactly the trades your current filters show — clear filters first if you want everything. Click Export CSV, pick where to save (Recap suggests recap-trades-YYYY-MM-DD.csv), and the file is written immediately, one row per trade. The button is disabled whenever the table is empty, including when a filter matches nothing. (The exported account column always holds the real account id, even if you have Hide account numbers turned on — masking only affects what’s drawn on screen.)

Example filtered queries the library supports in a couple of clicks:

Every losing NQ trade this week → instrument NQ + outcome Loss + this week on the calendar.
Today’s biggest winners → outcome Win + today’s range + sort Pts descending.
Big losers only → More filters → max points -10.
Longest holds → sort Dur descending.
Just one funded account → pick it from Account — the stats tiles narrow with it.
All funded accounts, every firm → Account tags… → Funded. Add the firm’s tag too and it narrows to that firm’s funded accounts.

The Summary view

Switch the toggle at the top of the Library to Summary — or press Ctrl+Shift+S — for a calendar of your trading days plus two stats panels. It reads the same trades as the table — and it says so under the title: Based on trades captured by Recap — not a broker statement. Recap only knows about trades that executed while it was running with your platform connected, so sessions you didn’t run Recap for aren’t here. Days are grouped by each trade’s entry time, on your local clock.

Your Account, Account tags, instrument, direction, and tag filters carry over from the Trades table, so “Summary for my funded accounts only” is one filter away. The table’s date range, outcome, and points/duration filters deliberately do not carry over — the Summary owns its own dates, and a “wins only” filter would make every win rate 100%.

The calendar

Month or Week — toggle at the top right; ‹ › / Today step through periods. Weeks start Sunday (a Sunday-evening globex trade belongs to the week it opens).
Each day shows its trade count and up to two per-symbol P&L chips (MNQ ▲+42.5), with “+N more” past two. Points are never summed across symbols — an MNQ point and an ES point aren’t the same thing — so a day’s background only tints green or red when every symbol that day agrees; mixed days stay neutral with a small dot.
Click any day to jump to the Trades table filtered to exactly that day (your other filters intact). That’s the fastest route from “what happened Tuesday?” to Tuesday’s tape.
Today is outlined and counts closed trades only; if positions are open it shows an N open badge with no numbers — unrealized P&L isn’t known without a live mark price, so Recap won’t guess.
Week view swaps density for detail: one column per day (Sun–Fri), each symbol on its own line with points and a W–L record, plus a week-total column. Month view adds a weekly subtotal column and a per-symbol close-out strip along the bottom.
A ≈ next to a number means at least one of the trades behind it has estimated P&L (incomplete fill data) — hover it for the count.

Time of day

The Time of day panel splits the stats period across six market sessions, anchored to exchange time (ET): Pre-market (8:00–9:30), Opening Auction (9:30–11:00), Midday (11:00–1:00), Afternoon (1:00–3:00), Close (3:00–4:15), and Overnight (Globex). Every session row shows trades, W–L, and win rate; a Day of week strip below does the same Sun–Fri.

Two honesty rules run through every stat here and in the scorecard:

Comparative stats always carry their sample size — 62% (n=29) — and anything under 10 decided trades is dimmed: treat it as an anecdote, not an edge.
Per-point columns (Avg win / Avg loss / Expectancy) only appear when the view is scoped to a single symbol (via the instrument filter or by clicking a symbol in the scorecard) — averaging MNQ points with ES points would be a lie, so the columns simply don’t exist until the average is meaningful.

By symbol

The By symbol scorecard is one row per instrument: trades, win rate, average win/loss, expectancy (points per trade — your edge in one number), average hold, and two stats only your excursion data can feed:

Capture — of the move your winners had available (their MFE), the share you actually kept. Computed only over winners with complete excursion data; the tooltip shows the coverage.
Heat W / L — average MAE on winners vs losers: how much heat a good trade takes before it works, vs how far you let a bad one run. Direct stop-placement feedback.

Both show — until your platform feeds excursion data (Sierra Chart and Tradovate do — Tradovate also needs a market‑data subscription on the account). Click a row to scope the whole Summary — calendar included — to that symbol; a Scoped to … chip appears, and day drill-downs keep the scope. Click the chip (or the row again) to clear it.

Stats period

The calendar cursor and the stats panels are deliberately separate: flipping to week view doesn’t starve the scorecard down to five trades. Stats period above the panels (Last 30 days / Last 90 days, the default / This month / All time) scopes Time of day and By symbol; each panel restates the period in its header.

CSV export columns

One row per trade, in this column order:

Column	Contents
`id`	Recap’s internal trade id.
`instrument`, `account`, `direction`	Symbol, account id (unmasked — see note above), `long` or `short`.
`entry_ts`, `exit_ts`	Trade start/end, RFC3339 UTC (e.g. `2026-08-07T14:32:01Z`).
`duration_secs`	Hold time in seconds.
`pnl_points`, `pnl_estimated`	Points gained/lost, and whether that figure is an estimate (fill data was incomplete).
`size_peak`	Largest position size held during the trade.
`mfe_points`, `mae_points`, `mfe_at`, `mae_at`	Max favorable/adverse excursion in points, and when each occurred. Blank when your platform doesn’t feed excursion data.
`mae_mfe_partial`	`true` when Recap joined the trade already in progress, so the excursion columns are a floor on the real swing, not the whole of it.
`tags`	The trade’s tags, `;`-joined.
`clip_status`	`pending`, `ready`, `no_footage`, or `failed` — same states shown in the Library row.
`clip_count`, `clip_paths`	Number of clips cut for the trade, and their file paths, `;`-joined.
`note_general_assessment`, `note_entry_exit`, `note_emotions`, `note_process_vs_outcome`, `note_learning`	The five structured note fields from the Review screen, each blank until you fill it in.
`mood_rating`	Your mood rating for the trade, blank until set.

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