The Journal keeps live trades, assignments, notes, and review context in one place. Use it to understand the record behind each Saved System.

Keep the record complete#

Connected broker trades can enter automatically. File imports add new trades and leave detected duplicates out. Manual Journal entries remain available for trades that need to be added directly.

Organize the table#

Use search, filters, sorting, and properties to show the fields needed for the current review. Keep the raw trade record separate from the notes and labels you add around it.

Review a trade#

  1. Open the trade details.
  2. Confirm its broker account and Saved System.
  3. Check the result and relevant properties.
  4. Add notes that explain the execution or review context.
  5. Correct an assignment when the trade belongs elsewhere.

Review a period#

Use the Journal's review views to focus on the selected period. Compare the trades and notes before moving into Validation or Monitor.

Continue with Validation when the system has both a Backtest and live trades.