Goal: View your trading outcomes, risk, drawdown, and trade history using the built-in journal.
Open the Journal Space #
Click Journal in the left-hand navigation bar.
Review Recent Trading Activity #
- The table lists auto-logged trades, including all fills, partials, and fees.
- Click any row to view full trade details.
Analyze Key Metrics #
The dashboard displays:
- Equity curve graph: Visual representation of portfolio value over time.
- P&L metrics: Realized and unrealized profit/loss, total return.
- Win rate: Percentage of profitable trades.
- Drawdown: Largest peak-to-trough decline in account value.
- Risk stats: Average risk per trade, largest win/loss.
- Calendar heatmap: Daily results color-coded by performance.
Filter & Segment Results #
- Apply filters by date range, symbol, or tag to focus on specific strategies or timeframes.
- Use the search bar to find trades by symbol or note.
Add Notes & Tags #
- Click Edit on any trade to add notes or tags (e.g., “Trend following,” “Breakout”).
- Use tags to group similar trades for later analysis.
■ Try it now: Navigate to the Journal, filter your trades from the last 7 days, and add a tag to categorize your strategy.
