TESTUDO / DOCS

The Journal

Write trade theses, review outcomes, tag patterns, and export to markdown.

The Journal is where you build your edge over time. Every trade tells a story — the journal is where you write it down, review it later, and find the patterns that matter.

The Thesis-First Approach

The most valuable thing you can do as a trader is write down why you’re taking a trade before you take it.

When you have an active position, the trade detail panel shows a green “Active trade — write your thesis” prompt. Write your reasoning: What setup do you see? What’s your edge? What would invalidate the thesis?

After the trade closes, you come back and compare: What actually happened vs. what you expected? This is where real learning happens.

Journal Entries

The Journal page at /desk/journal supports five entry types:

TypePurpose
NoteFree-form journaling — anything on your mind
Pre-TradeThesis before entry (linked to an active position)
Post-TradePost-mortem after close
Daily ReviewEnd-of-day recap
Weekly ReviewEnd-of-week reflection

Each entry has a title, body (markdown), and optional link to a specific trade.

Collections

Organize entries into collections — filtered groups that help you find what you’re looking for. The sidebar shows:

  • All Entries (default view)
  • Custom collections you create with saved filters

Collections persist via localStorage. Create as many as you need — “Winning Setups”, “Mistakes”, “Scalps”, “Trend Following”, etc.

Tags

Tags let you categorize trades by pattern, strategy, or any label that’s useful to you.

Adding tags: Open any trade’s detail panel, click ”+ Add” in the Tags section, and select an existing tag or create a new one.

Managing tags: The Tag Manager (accessible from the Journal page) lets you create, rename, delete, and color-code tags.

Filtering by tag: Use the tag dropdown on the Trades page or Journal page to show only trades/entries matching a specific tag.

Example tags:

  • support-bounce, trend-follow, reversal, breakout
  • scalp, swing, position
  • mistake, revenge-trade, A+ setup

View Modes

The Journal page offers two views:

Table View — A database-style table with columns for date, title, type, tags, and body preview. Click a row to edit.

Cards View — Entries grouped by date in a timeline layout. Each card shows the title, type badge, trade link (if any), and body preview with edit/delete buttons.

Markdown Export

Every trade can be exported as a standalone .md file with YAML frontmatter:

---
symbol: BTCUSDT
side: LONG
entry: 50000.00
exit: 52500.00
net_pnl: 500.00
r_multiple: 2.5
date: 2026-03-15
---

## Thesis
Saw a double bottom at the daily support level...

## Notes
Moved stop to break-even after first target hit...

The Journal page also has an Export All button for bulk download.

Building a Track Record

The journal isn’t just about individual trades. Over weeks and months, it becomes your most valuable asset:

  • Pattern recognition: Tags reveal which setups work and which don’t
  • Emotional awareness: Reading old entries surfaces recurring mistakes
  • Strategy evolution: Daily and weekly reviews track how your approach changes
  • Accountability: Written records prevent revisionist history about “what you meant to do”

The traders who improve fastest are the ones who review. The journal makes reviewing systematic.