Edge Builder
Build the workflows you'll use to log trades — assemble preset steps across the three phases, save, and reuse.
Every trade in Flow goes through three phases: Pre-Trade, Execution, Post-Trade. Edge Builder is where you decide what questions get asked in each phase. You assemble workflows from a library of preset steps, save them, and pick from your saved workflows when logging a trade.
The 3-phase canvas
Three columns. One per phase. Drag steps in, reorder, save.
The main canvas has three columns side by side — Pre-Trade, Execution, Post-Trade. Each column shows the steps you've added to that phase, in the order they'll appear when you log a trade.
Click the Add Step button at the bottom of any column to open the preset library and add steps to that phase. Drag any step to reorder it. Click the X on a step to remove it.
Adding presets to your workflow
The preset library is where you find existing steps. It opens as a side panel when you click Add Step.
Inside the panel:
- Search — type to filter presets by name
- Category filter — narrow by Emotional, Technical, Risk, Journal, or Market
- Favorites — click the star next to any preset to favorite it, then use the favorites filter to see only your favorites
- Click a preset to add it to the phase you opened the library from
See the full list of built-in presets in the Presets Library docs.
Custom Steps
The most powerful feature in Edge Builder, and the one most users miss.
The built-in presets are a starting point — but you're not limited to them. Click Create Custom Step in the page header (top-right, next to Share and Import) to define your own step from scratch.
What you can configure
- Step name and an optional description
- Input type — how users respond. Five options:
Type Best for Checkbox Yes/no confirmations (e.g., "Stop loss set?") Text Input Free-form notes Number Input Specific values (price, size, percentage) Slider Rating scales (e.g., "Confidence 1-10") Radio Group Single choice from a fixed list of options - Category — Emotional, Technical, Risk, Journal, or Market. Affects the colored chip shown next to the step in your workflow
- Icon — pick from the Phosphor icon library
- For sliders: min and max values. For radio: the list of options
Editing a custom step
Custom steps aren't set in stone. Hover any custom step in the workflow canvas and a pencil icon appears next to the X — click it to open the same dialog you used to create the step, with all fields pre-filled. Save changes and the workflow updates in place.
Sample custom step. The pencil icon (between the category chip and the X) opens the edit dialog.
The same pencil also shows up next to the trash icon for custom presets in the Add Step library, so you can edit from either spot. Built-in presets can't be edited — only ones you've created yourself.
Why this matters
Most traders have one or two personal questions they want to ask themselves on every trade — questions that don't exist in any generic checklist. Custom steps are how you encode those into your workflow. Once created, they live in the preset library alongside the built-in ones and can be used in any workflow.
Templates
Pre-built workflows you can load and customize.
When your workflow canvas is empty, a template strip appears above it with starting points for common trading styles. Click any template to load its steps into the canvas. From there you can edit freely and save it as your own workflow — loading a template never changes the original.
See the full list and recommended use cases in the Templates docs.
Working with workflows
Naming, saving, switching between, sharing, and importing.
Name and description
The workflow name and description at the top of the page are inline-editable — click and type. The pencil icon next to the name is just a visual cue; the field is always editable.
Auto-save
Once a workflow has at least one step and a name, changes save automatically as you edit. The save status indicator next to the action buttons shows “Saving…”, “Saved”, or “Save failed” depending on state.
My Workflows switcher
Click My Workflows at the top of the page to switch between your saved workflows, duplicate one, or start a new blank workflow.
Share and import
Each saved workflow can generate a share code via the Share button. Send the code to another Flow user and they can import it via the Import button. Only the workflow structure transfers — never your trades, notes, or account data.