Trading Journal

The Trading Journal is the central place to view and manage all previous trade activity.

Navigating the Trading Journal

Filtering Trading Dates

The time range can be filtered by entering the dates in the range at the top of the journal, or by clicking the filter icon on the Date and Time column.

Viewing Trades and Positions

After filtering for your chosen date range, all of the trades and positions will appear. The collapsed view shows any positions that you held during the filtered trade period, even if no trades occurred.

To expand a position to view all trades that occurred, click the drop-down icon on the left side of the trading journal for the specific position you wish to view.

To expand all positions, click the expand icon on the top right of the trading journal.

Filtering and Sorting Columns

Trades and positions can be sorted and filtered off of any field displayed in the trading journal. To sort by a field's value, click the up and down arrows next to the column header you wish to sort on until you see the arrow reflecting the desired direction for ascending or descending.

To filter by a column's value, click the filter icon next to the column header. You can then enter the value you wish to filter on.

Tags

Tags can be applied to any trade to assist in categorizing your activity. You can add multiple tags to any trade and filter by any tag to display all transactions associated with a tag.

To add a tag, click the Tags button for the desired trade under the Tags column. The available tags will appear, and you can select the desired tag(s). To remove the tag, simply click the tag again to disable it.

Position and Trade Notes

Notes can be added for any trade or position. To add a note, click the Trade Note or Position Note button under the Note column.

Upon hitting Cmd + Enter to submit your note, you will be able to view the note on the trading journal page. Notes can be edited, copied and deleted.