Journal

The Journal is where you write about your trades. An entry is usually linked to one position from the Trade Log, so its numbers show right above your notes. You can also write entries that aren't linked to any trade. For a walk-through, see Journal a trade.

The page has three parts: a summary bar at the top, the list of entries on the left and the open entry on the right.

Top bar

Monthly summary

The year with < and > to change it, how many entries you wrote that year and how many are linked to a trade, and one square per month. Darker squares mean more entries. Linked entries count in the month their trade opened. Click a month to show only its entries.

Export All

Downloads all your entries, with their trade details and tags, as one PDF.

Keyboard shortcuts

The keyboard icon lists them: N starts a new entry, ↑ and ↓ move between entries. They don't work while you're typing in a box.

Journal settings (gear icon)

Pre-populate new entries with template makes every new entry start from a template's content. Default Template picks which one; a template tied to one of the position's tags wins over it (see Templates). Off, new entries start empty.

Manage Templates opens your templates. See Templates.

Entry list

New

• New Entry opens Select Trade Group: search by ticker and click the position to write about. A badge shows when a position already has entries. To write without linking a trade, tick Create standalone entry (no trade link), pick its date (today by default) and click Create Standalone Entry. A standalone entry shows its date under its title; change it there to move the entry to another day.
• New Story adds an empty story (see Stories).

Search and filters

• Search by title... finds entries by their title.
• Tags shows entries with the tags you pick.
• All Accounts narrows the list to one account.
• Filter by month picks a year and month; the × next to it clears it.

All, Stories and Orphaned

• All: every entry, newest edit first.
• Stories: entries grouped into your stories, with the rest under the ungrouped list.
• Orphaned: entries with no linked trade. This includes entries you wrote on purpose without a trade, and entries whose trade was deleted.

Each entry in the list shows its title, when it was last edited, the date of its trade, or No linked trade.

Orphaned tools

In the Orphaned view two buttons appear:

• Auto-Match tries to link each orphaned entry to a position, using the ticker at the start of the entry's title and its tags. A message says how many were matched.
• Delete All deletes every orphaned entry. A message with Undo stays for 8 seconds; after that they're gone.

Tagging several entries

Tick the box on entries to select them. A bar appears: Select All, Clear, a box to Add tag to selected... (press Add), and the tags they have; click a tag to remove it from all of them.

Stories

A story groups related entries, for example all the notes on one wheel or one earnings season. In the Stories view:

• Drag an entry onto a story to add it.
• Click a story's name to rename it.
• The delete button removes the story; its entries stay, ungrouped.

You can also add an entry to a story from the entry itself (see below).

The open entry

Header

• Title: type to rename the entry.
• Add to Story (or the story's name): pick a story, create one (name, optional description and account), or remove the entry from its story.
• Template menu: fills the entry with a template, or No Template to clear it. If you've already written something, the app asks first, because your text is replaced.
• Link Trade / Change Trade: link the entry to a position, or pick another one.
• Save: saves now. Entries also save by themselves a moment after you stop typing.
• Export: downloads this entry in the formats you pick.
• The copy icon makes a duplicate of the entry; the trash icon deletes it (it asks first).

Trade panel

For a linked entry, a panel shows the position: its status, the ticker (click for its Ticker Report), Side, Size, Entry and Exit. The arrow button (View all trades in this group) opens the position in the Trade Log.

The tag box below it (Add tags...) edits the position's tags, the same tags you see in the Trade Log. See Tags.

An entry with no trade shows Orphaned Entry and a Link Trade button.

Writing

The editor has headings, bold, italic, underline, bullet and numbered lists, and code blocks.

Templates

Templates give your entries a fixed structure (for example: setup, reason for entry, exit plan, lesson). Open them with the gear icon → Manage Templates:

• + creates a template. Give it a Template Name, write the Template Content, and optionally link it to tags.
• The star makes a template the default. The default template can't be deleted; make another one the default first.
• The pencil edits a template; the trash icon deletes it.

A template linked to a tag is applied by itself when you add that tag to an entry's position, as long as you haven't typed in the entry yet.

Getting here from other pages

• In the Trade Log, the JOURNAL column's + creates an entry for that position, and the book icon opens the one you wrote.
• On the Calendar calendar, the journal icon on a day opens the entries for that day's trades, or starts a new entry for that date.