Journal Basics
Learn how Trade History, Daily Journal, Library and Trade Detail work together, then use the focused guides for tags, filters and repeatable reviews.
Journal Personalisation
You can personalise Trade History by rearranging columns, sorting data, and assigning available tags.
- Drag and drop columns to rearrange their order.
- Click the three vertical dots on a column to access options for sorting, pinning, and resizing.
- Use tag-related columns or Trade Detail to assign structured review tags.
Yes! Check out the Journal Features to spark inspiration.
Journal Filtering
Use Trade filters for instrument, direction and other trade facts, or Journal filters for ratings and tags. Read the Shared Filters guide for account scope, dates, persistence, and why some account-level metrics reject trade filters.
Daily Journal vs Trade Journal
The Daily Journal combines one selected date, its performance, closed trades and a daily reflection.
Trade History is the sortable and filterable record across the selected account or portfolio and date range.
The Daily Journal guide explains choosing a day, checking its data, writing notes, using templates, reviewing no-trade days, and reopening saved entries.
Yes. Trade and daily notes are live and use a rich-text editor. You can add formatted text, paste or upload images, and begin with a reusable template.
Open one trade for a detailed note, or use Daily Journal to reflect on the session as a whole.
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