Trade Journal

Review and analyze your complete trading history. Filter, search, and learn from every trade you've made.

Your Trade History

The Journal page displays all your trades in a comprehensive table format.

Column	Description
Date	When the trade was created
Symbol	The ticker symbol (SPY, AAPL, etc.)
Direction	Long or Short position
Status	Open (active) or Closed (completed)
Entry	Entry price
Exit	Exit price (for closed trades)
P&L	Profit or loss amount
Workflow	Which workflow was used
Actions	Delete button for removing trades

Filtering Trades

Use filters to find specific trades and analyze patterns in your trading.

Available Filters

Filter	Type	Use Case
Symbol	Text search	Find all trades for a specific ticker (e.g., 'SPY')
Status	Dropdown	Show only Open or Closed trades
Direction	Dropdown	Filter by Long or Short positions
Date From	Date picker	Show trades from a specific start date
Date To	Date picker	Show trades up to a specific end date

Clear Filters

When filters are active, a Clear Filters button appears. Click it to reset all filters and see your complete trade history.

Viewing Trade Details

Click any trade row to open a detailed view of that trade.

Trade Detail Dialog

The detail view shows everything about a trade:

• Trade Info - Symbol, direction, entry/exit prices, P&L
• Phase Responses - All your answers from each phase
• Workflow Used - Which workflow guided this trade
• Timestamps - When the trade was created and updated

Editing Trades

Update trade information like exit price, P&L, and status.

Click on a Trade

Find the trade in your journal and click on the row to open the detail view.

Make Your Changes

Common edits include:

Adding Exit Price when you close a position
Recording the P&L (profit/loss)
Changing Status from Open to Closed

Save Changes

Click Save to update the trade. Your Dashboard analytics will automatically recalculate.

Closing Trades

When you close a trade, make sure to update all three fields: Exit Price, P&L, and Status. This ensures accurate analytics on your Dashboard.

Deleting Trades

Remove trades you no longer want in your journal.

Delete with Caution

Deleting a trade is permanent and cannot be undone. Your analytics will update to reflect the removal.

To delete: Click the Delete button in the Actions column, then confirm in the dialog.

Analysis Tips

Make the most of your Journal for learning and improvement.

Review Winners

Filter for closed trades with positive P&L. Look for patterns:

• What setups worked best?
• What time of day?
• What was your emotional state?

Learn from Losers

Filter for closed trades with negative P&L. Identify:

• Common mistakes
• Ignored warning signs
• Emotional trading patterns

Weekly Reviews

Use date filters to review each week:

• Overall win rate for the week
• Best and worst trades
• Rule compliance

Strategy Analysis

Filter by symbol or direction to analyze:

• Performance by ticker
• Long vs Short results
• Strategy effectiveness

Efficient ways to use the Journal.

Click column headers to sort (coming soon)
Use Tab to navigate between filter fields
Click anywhere on a row to view details
Press Escape to close the detail dialog

Dashboard

Presets Library