Workspaces

Workspaces are a core feature of Denik that helps you organize and manage your trading data effectively. Think of a workspace as a dedicated area where you can store and analyze trades related to a specific strategy, market or time period. By using workspaces, you can keep your trading journal structured and easy to navigate.

What is a workspace?

A workspace in Denik is a container for your trades. It allows you to:

  • Organize trades: Group trades based on strategies, asset types, trading accounts, or any other criteria.

  • Simplify analysis: focus on specific subsets of your trading data for more targeted performance evaluation.

Working with workspaces

As you can see in the screenshots, workspaces are managed through the dropdown menu in the upper left corner of the application.

Creating a new workspace

  1. Click on the workspace selector in the top left corner

  2. From the dropdown menu, select "Create workspace" at the bottom

  3. Enter a name for your new workspace

  4. Complete the setup process

Managing workspaces

Once you have created workspaces, you may want to further customize or organize them. Denik allows you to rename workspaces, delete workspaces you no longer need, or assign different colors to workspaces to visually distinguish them.

  1. Access Settings: click on your account profile in the bottom left corner of the screen (where you see your username)

  2. Open Settings Menu: select "Settings" from the dropdown menu

  3. Navigate to Workspaces Tab: in the settings panel, click on the "Workspaces" tab

  4. Modify Workspace Properties:

    • Rename: Change the name of any workspace to better reflect its purpose

    • Delete: Remove workspaces that are no longer needed

    • Change Color: Assign different colors to workspaces for easier visual identification

Organizing your workspaces with meaningful names and distinctive colors can significantly improve your workflow, especially if you maintain multiple trading strategies or accounts simultaneously.

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