Journal Page

Following a Shared Account (Premium Desktop Feature)

Under Portfolio>Sharing,  click on “Accounts I’m Following” on the left-hand panel. The center panel, above the Account List has a [...]
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Set Up Trade & Journal Sharing (Premium Desktop Feature)

Trade and Journal Sharing   Step 1: Select “Sharing” under the Portfolio Tab to to access these features of sharing [...]
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Export Reports (Desktop)

Clicking on  located on the upper left corner of the Positions and Gains tabs allows you to export that information as a [...]
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Link Trades in Journal

Trades can easily be linked in the Journal.   This is helpful to keep related trades grouped together for easier tracking and [...]
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Life Of Trade Icon/Color Codes

The Life of Trade Icon and Tab/Trade entry color show help you identify the status of your trades. Icon Display [...]
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Color Codes of The Trade Journal

The Tabs on the Journal are Color Coded for Easy Understanding of the Trade Primary Tab Color Coding   (see below [...]
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Journal Navigation

It’s easy to look up trades.  Choose from Stock symbols, tags used (ex:  #bullCall, #longStraddle), Notes containing certain words or [...]
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Color Tag Trading Accounts

Select a unique color for each trading account on the Account Summary tab.  Each trade in that account will display that color on  [...]
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Journal Account Multi-Selector

Reviewing your  Journal Accounts is made easier by using the Multi-Select tool on the Journal Tab.  Control your Journal Account [...]
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Position Download Ability

Downloading/exporting capability added to the Positions tab.  This feature is also available in the “Gains” tab.  This allows even greater flexibility with record-keeping [...]
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Reconcile Trade Notice

The Tags including the P/L Summary, Graph and new Insight tabs rely on updated Journal entries which includes reconciled trades. The [...]
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Updating Journal Entries

Logging into your account will update Journal entries for up to the last two months.   However,  trades that expired will [...]
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Symbol Journal

This is more than just documenting trades This Journal has benefits and features that allow you to truly customize a [...]
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Journal Tag Analytics

Want to know how effective your trading strategies and practices are?  This is where you’ll get your answers Get visual [...]
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Updating Journal Entries

Updating closed or adjusted trades in the Journal Tab is easy by the following steps: 1.  Go to the Order [...]
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Create Notes to Keep Organized

Notes are easily created throughout the Platform. Anywhere you see a Smart (Action) Icon   , you can create a Note to [...]
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Tag Results-Table Summary Totals

Located below the Analytics Tab in the Journal,  the Tag Result Table Summary displays trade performance by Date Range, Total P/L,  [...]
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Insight Tab in Journal

The Insight Tab, along with Tags and Graphs update dynamically with the account(s),  symbol(s), tag(s) and/or date range selected. Insight [...]
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P/L & Duration/Timeline Graphs

Journal Trade Graphs This tab offers two views of your Closed, Matched or Reconciled trades:  P/L by Trade Duration and [...]
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Add New #tags and Auto-Tagging

Trade Finder Scans have #tags that will automatically appear on the corresponding trade tabs in the Journal, such as #BullCall, [...]
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Backtest from the Journal

You can “Replay” a trade from your Journal by sending it to Backtest Analysis. Click on the  icon on the Journal [...]
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Save Backtested Trades to Manual Account

Want to keep record of backtested trades?   Send them to the Manual Account.  While in Backtest Mode,  structure your [...]
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Delete Journal Entries

Whether you entered a trade incorrectly, or want to remove Cancelled Orders from your Virtual or Manual Account, you have the [...]
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Journal – Color Tagging

After Reconciling your closed trades, click “OK” to have the Journal entries updated. Yellow tag:  There was a change in [...]
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Other Navigation

Icons = Navigation The Action (Arrow) icon will provide different actions depending on where you are in the platform.  For [...]
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