Help The journal

The journal

The journal is about the session: a rating, a plan, and the notes you write while the day is happening. Rate how you traded, not how much you made.

The web app comes with Basic and Pro.

Day view

Open a day to see that day's result, a pre-market plan, quick notes, an after-close review, and a rating.

Phone

Day view with the day's P&L, winners and losers, a pre-market plan, quick notes, and a rating
iPhone

The Today card

Home shows the same day's rating and quick notes on the Today card, so you can write without leaving Home. The Notes tile opens the list of days you wrote about.

Phone

Home screen with the Today card: a day rating, quick notes, and the Notes tile
iPhone

Web

The web app Home uses the same Today card, with Recent Activity beside it.

Web app Home screen with the Today card, the Notes tile, and a Recent Activity sidebar of closed trades
Web app

The Notes list

The Notes list is every day you wrote about, next to that day's result. Chat can search those notes. Ask what you wrote, and the answer quotes your own words.

The 4:30 reminder

The reminder is opt-in and off until you turn it on. On the Today card, the control is Remind me at 4:30 to rate the day. The same switch is Settings → General → Daily journal reminder, under Notifications. The notice says only “Time to journal today's trades.”

Education has its own journal

Switch Home to Education and the journal you see belongs to that paper account. Notes there are not mixed into Tracking, and they are not sent to a model.

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