The journal table and trade details

The journal is the full ledger for the active trading account: every trade, open and closed, sortable and filterable. It is where you go to answer a specific question, as opposed to the dashboard, which answers the general one.

Finding trades

Filter by date range, symbol, strategy, direction, and outcome. Two filters worth knowing because they answer questions nothing else can:

• Rule-breaks — every trade where you tagged a broken rule, regardless of whether it made money. This is the list to review when your results are fine but your process is not.
• Strategy — narrows every figure to one setup, which is the only way to tell a genuinely good strategy from one being carried by another.

The trade detail view

Opening a trade shows the computed metrics — return in dollars, percent and R, realised risk:reward, holding period — above the fields you fill in yourself. The computed half is never editable, because it is never stored; it is derived from the entry, exit, and stop each time.

The half you write is where the value accumulates:

• Rationale — why you took it. Best written at entry.
• Lesson — what you would tell yourself before the next one like it.
• Mistake and broken rule — whether you deviated, and from which specific rule in your playbook.
• Strategy tag — which setup this was.
• Chart screenshot — the picture, on Pro.

Chart screenshots

Screenshots are a Pro feature. Images are downscaled in your browser before upload, stored privately, and only ever shown to you through short-lived signed links — they are not public URLs. Deleting a trade or clearing its image removes the stored file too.

If your plan changes to Free you keep everything already uploaded: existing images stay viewable and deletable, and only new uploads are blocked. All of a trading account's screenshots are also browsable together on the Charts page.

Trades tagged with a deleted strategy

Deleting a strategy never rewrites history. Past trades keep the tag they were given, and the app shows the raw tag rather than pretending the trade was untagged — so a year-old trade still says what it was at the time.

On the Strategies page these show up as their own card, badged "Archived Strategy", with the edit and delete controls hidden — there is no playbook left to edit. Their trades still count toward your metrics exactly as before.