The Settings Dialog (gear icon in the top navigation) contains application-wide preferences that persist to your profile and sync across devices when signed in. This page documents the currently maintained settings tabs — deprecated tabs (Dashboard, Daily, Trade Log, Calendar, Analytics, Trade Details) are no longer in the Settings Dialog; configure those per-component via their gear icons instead.
⚙️ Access
Open Settings via the gear icon in the top navigation bar, or press Ctrl/Cmd + ,.
General Settings
Trade Display Settings+−
Trade Display Settings
| Setting | Description |
|---|---|
| Display Mode | Default aggregation level: Trade (Alt+1), Group (Alt+2), or Idea (Alt+3). Applies globally across Calendar, Daily, Trade Log, Analytics, and Charts. |
| Persist Table Sort | When enabled, remembers each table's sort column and direction between sessions. Applies to Trade Log, Group Log, Daily View, Analytics tables, etc. |
| Auto-Guess Account on Import | When importing CSV trades, automatically selects an account by matching trade IDs already in the system. Disable to manually pick every time. |
Application Settings+−
Application Settings
| Setting | Description |
|---|---|
| Share New Accounts by Default | New accounts start with Shared = enabled (visible to data-sharing viewers). You can still override per-account in the Account Form. |
| Show Inactive Accounts in Import List | Includes closed/archived accounts in the account dropdown during CSV import. Disable to keep the list clean. |
| Show Screenshot Camera Buttons | Displays camera icons on cards and day sections for one-click image copy. Disable for a cleaner UI. |
| Enable Trade Charts | Shows Trade Charts actions (toolbar button, context menu) and enables the Trade Charts dialog. Disable if you don't use candle charts. ⚠️ Alpha feature — unfinished and may be removed in a future release. |
| Show Tools with Day-Only Tag Match | When enabled, drawing tools anchored to a date (but no specific trade/group/idea ID) appear on charts for that day. Disable to only show tools with exact ID matches. ⚠️ Alpha feature — unfinished and may be removed in a future release. |
Trading Sessions+−
Trading Sessions
Define custom trading sessions for session-based filtering, and, analytics grouping.
Managing Sessions
- Add Session — Name, start time, end time (24-hour format, your local timezone).
- Edit Session — Click pencil icon on a session row.
- Delete Session — Click trash icon (with confirmation).
- Add Default Sessions — One-click adds NY (09:30–16:00 ET), London (08:00–17:00 UK), Asia (20:00–04:00 JST) converted to your local time.
Note: Sessions are stored in your profile and sync across devices. They're used for the Session filter dimension, Analytics grouping, and chart session shading.
Note: Sessions can overlap — a trade falling in multiple sessions will be tagged with all matching sessions.
About (Build Info)+−
About (Build Info)
Displays version/build metadata for debugging and support.
Data Management
Settings Import / Export+−
Settings Import / Export
Backup and restore your entire preferences (column layouts, chip visibility, filter templates, chart templates, account groups, etc.) as a JSON file.
Export Settings
Downloads a Gainway_settings_YYYY-MM-DD.json file containing all your user preferences. Use for backup or migrating to another account.
Import Settings
- Click Import Settings and select a previously exported JSON file.
- If the file is a Settings Snapshot (preferences only), it imports immediately and prompts reload.
- If the file is a Full Database Backup (trades, notes, accounts, etc.), an options dialog appears.
- Choose options and confirm.
Advanced Data Operations (Use with Caution)+−
Advanced Data Operations
⚠️ These operations modify data directly. Only use when directed by support or if you understand the implications.
| Operation | Purpose |
|---|---|
| Populate Symbol | Backfills Symbol field on trades that have a Contract but no Symbol (legacy data). |
| Populate Group IDs | Runs the group-creation algorithm on all trades without a GroupID. Creates round-trip groups (flat → position → flat). |
| Migrate Tags to Groups | Copies unique tags from trades to their parent groups (non-destructive — trade tags remain). |
| Recalculate Group Aggregates | Recomputes P&L, fees, trade count, hold time, etc. for all groups from their member trades. Fixes stale group stats. |
Danger Zone: Delete All Data+−
Danger Zone: Delete All Data
Irreversibly deletes ALL your data from Supabase and localStorage.
Requires typing DELETE to confirm. Consider taking a backup first (Export Settings or full Database backup).
Contract Configuration
Contract Config Overview+−
Contract Config Overview
Define futures contract specifications (multiplier, fee per contract) per Firm + Platform combination. Used for:
- Auto-calculating fees on trade import and manual entry
- P&L calculations (points → currency conversion)
- Fee recalculation on existing trades
There are two layers:
- System Defaults — Built-in defaults for common contracts (maintained by admins)
- User Overrides — Your personal adjustments that take precedence over defaults
Managing Contract Configs+−
Managing Contract Configs
Firm / Platform Selector
Choose a Firm+Platform combination from the dropdown. The table shows all symbols configured for that combination.
Add / Edit Row
- Click Add Row or click a row to edit.
- Enter Symbol (e.g., MNQ), Multiplier (e.g., 2), Fee Per Contract (e.g., 1.04).
- Save — your override is stored and used for future imports/calculations.
Delete Row
Click trash icon on a row. If you delete a user override, the system default applies. Admins can delete system defaults.
Import / Export CSV
- Export — Downloads current table as CSV (symbol,multiplier,feePerContract)
- Import — Upload CSV to bulk add/update rows. Rows matching system defaults exactly are skipped (no override needed).
Clear Overrides / Clear Defaults
- Remove My Overrides — Deletes all your personal overrides for the selected Firm+Platform. System defaults apply afterward.
- Delete Global Defaults (admin only) — Removes system defaults for the Firm+Platform. Users without overrides will get import errors for those symbols.
How Fees Are Applied+−
How Fees Are Applied
- On CSV import, fees are calculated as
quantity × feePerContractper side (entry + exit). - If a contract has no config (no default, no override), fee imports as 0 and a warning shows.
- Use Recalculate Fees (Trade Log context menu) to re-apply current config to selected trades.
- Multiplier converts points to currency:
PnL = (exitPrice - entryPrice) × multiplier × quantity(for longs).
Account Tooltip Stats
Account Tooltip Stats+−
Account Tooltip Stats
Customize which statistics appear in the Account Tooltip (hover an account badge/row in Calendar, Trade Log, Analytics, etc.).
The tooltip uses a dual-list selector:
- Available (left) — Stats not currently shown
- Visible (right) — Stats shown in tooltip, in order top-to-bottom
Drag stats between lists or use the arrow buttons. Click Save to persist.
Available Tooltip Statistics+−
Available Tooltip Statistics
Defaults (visible): Total P&L, Win Rate, Profit Factor, Expectancy, Total Trades, Avg Hold Time.
Full list (20+ stats, calculated per account):
- Total P&L
- Win Rate
- Profit Factor
- Expectancy
- Total Trades
- Winning Trades
- Losing Trades
- Avg Winning Trade
- Avg Losing Trade
- Largest Win
- Largest Loss
- Avg Hold Time
- Total Fees
- Total Volume
- Sharpe Ratio
- Sortino Ratio
- Max Drawdown
- Max Run-up
- Win Streak (Current)
- Loss Streak (Current)
- Max Consec Wins
- Max Consec Losses
Related Pages
- Analytics Templates — Analytics page and chart templates
- Trade Log — Column settings, tag columns, stats chips
- Available Statistics — Formulas for all stats
- Filtering & Date Ranges — Global filter system
- Account Groups — Organize accounts for tooltip grouping
- Import Guide — How contract config affects imports