Trade journal

Importing trades from Tradovate

How to get your Tradovate orders into your journal: create an account, export the Orders report as CSV and upload it.

Which import should you use?

An overview of the supported brokers and exports, logging a trade by hand, and where to find the import log.

Why does your P&L differ from your broker?

Net versus gross, estimated fees, and why an unknown instrument or the wrong time zone can shift your numbers.

Re-importing and duplicate trades

Why importing twice does no harm, how a trade gets completed instead of overwritten, and what happens to your notes.

Overview, Day View and Trade View

What each screen shows, how the filters work, and how a day is delimited in your journal.

Notes and screenshots

A note on a trade, a note for a whole trading day, and a screenshot per trade, all part of the free plan.

Tags and tag templates

Creating your own tag categories, attaching them to trades, using ready-made templates, and finding your tags back in Reports.

Reading your reports

Which tabs Reports has, what's Premium, and how to filter by period, account, symbol or tag.

Setting your first goal

How to set a goal on a number the journal already tracks, and how progress gets measured.

Setting up your routine (daily start)

Choose your own routine days and fields, and why an empty day never counts as a zero.

Writing out your game plan

Creating a strategy, linking trades to it, and seeing how that strategy performs.

The accountability score

How goals, routine, game plan and finance come together into one score on your overview.

The risk management score

What this score measures about your risk management, and how to improve it.

The notebook

What the notebook is for, the built-in templates, and how it relates to your trade notes.