Trade Journals

Why Keep a Trading Journal?

Successful traders keep detailed records not just of what they traded, but why. A trading journal helps you:

• Identify patterns in your winning and losing trades
• Recognize emotional triggers and behavioral patterns
• Track the effectiveness of different strategies
• Review your reasoning and learn from mistakes
• Build confidence by documenting successful setups

Journal List Overview

The Journals page displays all your journal entries in a card-based layout:

Journal Card Information

• Trade summary: Symbol, side, and P&L
• Exit date: When the position was closed
• Tags: Color-coded category labels
• Preview: First few lines of your notes
• Chart indicator: Shows how many charts are attached (e.g., "2 charts")

Sorting

By default, journal entries are shown with the most recent first. Click the sort toggle to switch between:

• Most recent first (newest at top)
• Oldest first (earliest at top)

Creating Journal Entries

There are two ways to create a journal entry:

1. From the Position Log

1. Navigate to the Position Log page
2. Click the journal icon (pencil or book) on any position row
3. A journal modal opens where you can add notes and tags
4. Save to create your journal entry

2. From Position Details

1. Click the chart icon on any position to open the full Position Details page
2. Find the "Position Journal" section
3. Add your notes in the text area
4. Upload chart screenshots
5. Add tags and save

Journal entries are always linked to a specific trade. To view all your journal entries, visit the Journals page where you can browse, search, and filter by date range.

Journal Editor Features

Notes

The journal provides a text area where you can write your trading notes. Use this to record your thoughts, observations, and lessons learned from each trade.

Chart Screenshots

Upload images of your trading charts to document setups and executions:

• Supports PNG, JPG, GIF, and WebP formats
• Maximum 10MB per image
• Upload multiple charts per position
• Click any chart to view full-size
• Delete charts you no longer need

Tags

Categorize your trades with custom tags for easy filtering later. Examples:

• Setup types: Breakout, Pullback, Reversal, Trend Follow
• Emotional state: Confident, FOMO, Revenge, Patient
• Market conditions: Trending, Choppy, High Volume, Low Volume
• Outcome: Good Entry, Bad Entry, Lucky, Unlucky

Tags are automatically color-coded and you can create as many as you need.

Search and Filtering

Search Bar

The search box lets you find entries by:

• Text in your notes
• Symbol names
• Tag names
• Trade ID

Filter by Tags

Use the tag filter dropdown to show only entries with a specific tag. This is useful for:

• Reviewing all trades with a specific setup type
• Finding trades where you were emotional
• Comparing performance in different market conditions

Filter by Date Range

Use the date range filter to narrow down journals to a specific time period.

Filter by P&L Type

Use the P&L Type dropdown to show journals based on how the underlying position was matched:

• All Types: Show all journal entries (default)
• FIFO: Show only journals for FIFO-matched positions
• Positional: Show only journals for position-matched positions

Editing and Deleting Journals

Edit an Entry

1. Click on any journal card to go to the Position Details page
2. Make changes to notes, tags, or charts in the Position Journal section
3. Click Save to store your changes

Delete an Entry

To delete a journal, go to the Position Details page and use the delete option. Note: In the journal list, the delete button only appears for "orphaned" journals where the original position no longer exists.

What to Write in Your Journal

Not sure what to document? Here are some prompts to get started:

Before the Trade

• What was your thesis or reason for entering?
• What was your planned entry, stop, and target?
• What timeframe and indicators did you use?
• How were you feeling emotionally?

During the Trade

• Did the trade go according to plan?
• Were you tempted to exit early or move your stop?
• What market conditions affected the trade?

After the Trade

• What went well? What could be improved?
• Did you follow your rules?
• What did you learn?
• Would you take this trade again?

Best Practices