Trading Journal

The Journal organizes your trades by day in a calendar-style view. Click any day to see all trades executed that session.

Each trade shows the symbol, direction, quantity, P&L, and timestamps. Click a trade to expand it in the sidebar for full details.

Tags let you categorize trades by strategy type (e.g., "Breakout", "Mean Reversion", "News Play"). Create custom tags in the Journal settings.

Each tag can optionally include a playbook checklist — a set of criteria you should verify before taking the trade. When reviewing a trade, you can check off which criteria you followed.

Click any trade to see:

• Full execution details (entry/exit price, time, duration)
• P&L breakdown
• Your notes and annotations
• Setup tag and playbook checklist
• Emotion and confidence ratings

You can edit trade metadata at any time by clicking the edit button.

Notebooks are for longer-form reflections — weekly reviews, monthly summaries, strategy breakdowns. Create them from the Journal page.

You can use templates to standardize your review process. Templates are reusable outlines that pre-fill the notebook structure.

If you have multiple broker accounts, use the account filter dropdown at the top of the Journal to view trades from specific accounts. You can select one or multiple accounts to filter by.