Document your trading journey with our comprehensive journal system. From detailed entries to quick notes, capture insights, lessons, and observations to improve your trading over time.

Journal Entries

Create comprehensive journal entries with rich text formatting to document your trading sessions, analysis, and strategic thoughts. Link entries to specific trades and accounts for complete context.

Entry Features:

• Rich Text Editor - Full formatting with headers, lists, links, and more
• Trade Linking - Connect entries to specific trades and executions
• Mood Tracking - Record pre-market and post-market emotional state
• Market Conditions - Document market environment for each session
• Date Selection - Entries default to today but can be backdated
• Privacy Controls - Mark entries as private
• Pin Important Entries - Keep key entries easily accessible

Organization Tools:

• Search by content, tags, or date
• Filter by mood or market conditions
• Browse by trading account
• Paginated entry list with quick navigation

Quick Notes

Capture thoughts and observations on the fly with quick notes. Perfect for mid-session insights or rapid idea capture without interrupting your trading flow.

Quick Note Features:

• Fast creation with streamlined modal interface
• Rich text formatting for detailed notes
• Attach notes to journal entries later
• Tag and organize notes independently
• Search and filter quick notes

Use Cases:

• Mid-session market observations
• Trade setup ideas for later review
• Quick emotional check-ins
• Pattern recognition notes
• Questions to research later

Trading Lessons

Track key learnings and insights from your trading experience. Document wins, losses, mistakes, and breakthroughs to systematically improve your trading over time.

Lesson Types:

• Win - What worked in successful trades
• Loss - Lessons from losing trades
• Mistake - Errors to avoid in the future
• Insight - Key realizations about markets or self
• Rule - Trading rules to follow
• Pattern - Repeating behaviors or setups
• Emotion - Emotional management insights
• Technical - Chart reading or indicator lessons
• Risk - Risk management insights

Priority Levels:

• Critical - Must implement immediately
• High - Important for consistent improvement
• Medium - Helpful optimization
• Low - Minor tweaks or reminders

Tracking Features:

• Action items - Define what to do differently
• Resolution tracking - Mark lessons as incorporated
• Reminder dates - Schedule lesson reviews
• Statistics on lesson types and resolutions

Journal Templates

Create consistent journal entries with reusable templates. Pre-define structure and prompts for different journaling scenarios to maintain thorough documentation habits.

Template Categories:

• Daily Review - End-of-day reflection and analysis
• Pre-Market - Morning preparation and planning
• Post-Market - Session review and lessons
• Trade Setup - Documenting planned trades
• Trade Review - Post-trade analysis
• Weekly Review - Week-long performance reflection
• Monthly Review - Monthly goals and progress
• Custom - Your own personalized templates

Template Features:

• Rich text content with formatting
• Usage statistics to see which templates you use most
• Mark frequently used templates as defaults
• Share templates across your accounts

Tags & Organization

Organize your journal entries, notes, and lessons with a flexible tagging system. Create custom tags with colors to quickly find related content.

Tag Features:

• Custom Colors - Visual categorization with color coding
• User-Specific - Your tags are private to you
• Descriptions - Add context to tag purposes
• Active Status - Deactivate unused tags
• Tag Management - Edit, organize, and bulk update tags

Organization Tips:

• Create tags for trading strategies (e.g., "Breakouts", "Mean Reversion")
• Use tags for emotional states (e.g., "Revenge Trading", "Patient")
• Tag market conditions (e.g., "High Volatility", "Trend Day")
• Mark important insights (e.g., "Breakthrough", "Rule Violation")
• Categorize by timeframe (e.g., "Scalping", "Day Trading")