Personalise your experience for optimal performance.
Trade Journal
Learn how to make custom tags, filter by tags, and strategise to imrove your trade performance
Table of Contents
Journal Personalisation
How can I customise my Journal?
You can personalize your Trade Journal by rearranging columns, sorting data, and adding custom 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.
To add custom tags, click the "+" button in the Tag-related columns.
Are there examples of tag customisation?
Yes! Check out the Journal Features to spark inspiration.
Tags & Organization
How do I create custom tags?
1. Scroll to the end columns in the Journal.
2. Click on one of the "+ " buttons to add a tag.
3. Click on "Create Tag".
4. Add the name of your tag then press "Enter " on your keyboard
2. Click on one of the "+ " buttons to add a tag.
3. Click on "Create Tag".
4. Add the name of your tag then press "Enter " on your keyboard
How do I add a custom tags?
1. Scroll to the end columns in the Journal.
2. Click on one of the "+ " buttons to add a tag.
3. Select on of your premade Tags.
2. Click on one of the "+ " buttons to add a tag.
3. Select on of your premade Tags.
How do I customise journal tags?
You can modify exsting tags, changing the name and colour by clicking on a tag in the column. This way you can stay organised and identify which mistakes you are making and which strategies are working.
How do I remove journal tags?
1.Click on the "+ " button next to the tag you want to remove.
2.Hover over the tag, in "Current Tags ", you want to remove.
3.Click on the "X " button to remove.
2.Hover over the tag, in "Current Tags ", you want to remove.
3.Click on the "X " button to remove.
How do I delete journal tags?
1.Click on the "+ " button on an entry with no tags.
2.Hover over the tag, in "Select a Tag ", you want to remove.
3.Click on the "X " button to delete.
2.Hover over the tag, in "Select a Tag ", you want to remove.
3.Click on the "X " button to delete.
Journal Filtering
How do I apply filters to my trade journal?
1. Click the filter icon on the Dashboard or Journal.
2. Select to filter by "Trade Filter" or "Journal Filters".
3. Click on the filters to apply.
4. Click "Apply" to confirm filters.
Note: All filters added will apply to both the Journal and Dashboard.
2. Select to filter by "Trade Filter" or "Journal Filters".
3. Click on the filters to apply.
4. Click "Apply" to confirm filters.
Note: All filters added will apply to both the Journal and Dashboard.
How do I remove filters applied to my trade journal?
1. Click the filter icon on the Journal.
2. Deselect the filters you don't want or select the "Clear Filters" buttton.
3. Alternatively, press the cross next to the trade filter to remove.
Note: When filters are removed, the changes apply to both the Journal and Dashboard. .
2. Deselect the filters you don't want or select the "Clear Filters" buttton.
3. Alternatively, press the cross next to the trade filter to remove.
Note: When filters are removed, the changes apply to both the Journal and Dashboard. .
How can I filter data by specific time ranges?
1. Click the calendar icon in either the Dashboard or Journal to apply filters to that page.
2. Select a preset date range or choose a custom range using the calendar(s).
3. Click "Apply" to update the stats or "Cancel" to exit without saving changes.
Note: Calendar filters in the Dashboard and Journal work independently of each other.
2. Select a preset date range or choose a custom range using the calendar(s).
3. Click "Apply" to update the stats or "Cancel" to exit without saving changes.
Note: Calendar filters in the Dashboard and Journal work independently of each other.
Daily Journal vs Trade Journal
What is the difference between the Daily Journal and Trade Journal?
The Daily Journal provides a snapshot of your trading performance for a single day, showing key statistics and trade history. It helps you track strategies, profits, and mistakes as they happen.
The Trade Journal is for long-term tracking, allowing you to filter trades, analyze performance over weeks or months, and spot broader trends. It helps you fine-tune your trading decisions.
The Trade Journal is for long-term tracking, allowing you to filter trades, analyze performance over weeks or months, and spot broader trends. It helps you fine-tune your trading decisions.
How do I review my trades in the Daily Journal?
Use the tab at the top to switch between the Daily Journal and Trade Journal.
The Daily Journal helps you spot short-term trends, such as the best times to trade based on past performance.
For example, you might notice that your highest win rate occurs between 9:00 AM - 11:00 AM, allowing you to optimize your trading schedule accordingly.
The Daily Journal helps you spot short-term trends, such as the best times to trade based on past performance.
For example, you might notice that your highest win rate occurs between 9:00 AM - 11:00 AM, allowing you to optimize your trading schedule accordingly.
Can I add comments or notes to my journal?
This feature is currently in development due to popular demand!
Join our community to stay updated on its release and be among the first to access new tools designed to enhance your trading experience. Stay ahead of the curve!
Join our community to stay updated on its release and be among the first to access new tools designed to enhance your trading experience. Stay ahead of the curve!
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