How to Use the Daily Journal

1. Open Journal.
2. Select Daily Journal from the Journal navigation.
3. Choose the account or portfolio you want to review.
4. Select a date, or follow a day link from a calendar or saved Daily Journal entry.

The live route uses /journal?tab=daily&date=YYYY-MM-DD. The selected Daily Journal date is separate from a broad Dashboard date range.

Daily Journal is organised into three sub-views:

• Overview — day-level performance metrics and profit or balance chart context.
• Notes — the rich-text daily note, images, templates and daily settings.
• Trades — trades closed during the selected day, with links into Trade Detail.

The exact result depends on the selected account or portfolio, imported history, timezone and the day being reviewed.

1. Confirm the data. Check that expected trades have synced and that the correct account and date are selected.
2. Read the day result. Note the realised outcome, activity and any unusual concentration.
3. Review each closed trade. Open Trade Detail when a trade needs notes, tags, assessments or execution analysis.
4. Record the process. Write what you planned, what changed, how you felt and whether risk rules were followed.
5. Choose one next action. Finish with a specific behaviour to repeat, stop or test in the next session.

Daily notes are live, autosave after editing, and can exist even when no trades were imported for that date. Use the rich-text editor to record preparation, reflection or a no-trade decision. You can paste or upload images and begin from a saved daily template.

Open Daily journal settings from the note toolbar to record mood, risk appetite and free-form daily tags. These daily tags describe the session and are separate from strategy, mistake and custom tags attached to individual trades.

A useful note structure is: market context, planned setups, execution summary, risk and discipline, mistakes, strongest decision, and one adjustment for tomorrow. Avoid copying sensitive credentials or personal information into a note.

An empty trade list does not prevent a daily entry. A no-trade day can document patience, rejected setups, preparation, emotional state or why conditions did not meet the plan.

If trades should be present, confirm the selected timezone and account, clear unintended filters, check import progress, and use the relevant connection or synchronisation guide before writing conclusions from an incomplete day.

Open the Library and choose the Daily Journals section to browse, filter, reopen, edit or delete previous daily entries. Library is for returning to saved review material; Trade History remains the complete trading record for the selected scope.

Use Daily Journal to explain the session: preparation, combined result, discipline and lessons across the day. Use Trade Detail to inspect one trade's metrics, note, tags, assessments, chart and sharing options.

The two levels complement each other. A profitable trade can still contain a process mistake, while a losing day can still include well-executed decisions.