Navigating the Trade Journal

Your Trade Journal

The Trade Journal is where all your trades are logged with AI-powered insights.

Viewing Trades

• All trades are listed chronologically
• Click any trade to expand details
• Use filters to narrow by date, symbol, or outcome

Trade Details Include

• Entry/Exit Prices: Exact execution prices
• P&L: Both absolute and percentage
• AI Summary: Factual summary and key observations
• Emotion Tags: Detected emotional state (Confident, Anxious, Fearful, etc.)
• Behavior Tags: Trading patterns (Reactive Pattern, Elevated Frequency, Disciplined, etc.)
• Strategy: Detected or assigned trading strategy

Adding Personal Notes

1. Click on a trade to open details
2. Scroll to "My Notes" section
3. Add your own observations
4. Notes are saved automatically

Exporting Journal Data

1. Go to Analytics → Export
2. Select date range
3. Choose format (PDF or Excel)
4. Download your report

Note

Review your journal weekly to identify recurring patterns. The AI highlights them for your review.