Journal
Record daily, weekly, session, trade, and notebook context.
Journal
Open Journal from the icon rail. The Journal sidebar has three views: Calendar, Feed, and Library. The plus button opens the create menu. It creates a daily entry, a weekly entry, a session, a page, a folder, or a template.
Calendar
Calendar groups journal activity by date. Select a date to open or create its daily entry. Use it when you know when an event happened.
Below the month grid, the selected day lists its daily entry, its sessions, its trade notes, and the weekly entry of that week.
Dates follow your selected timezone. A trade can appear on another date after an import timezone correction.
Feed
Feed shows recent journal activity in time order, grouped into Today, Yesterday, and older dates. Use it to continue recent work across entry types.
Filter chips limit the list to Daily, Weekly, Sessions, Trade Note, or Pages. Select several entries to delete them together.
An empty feed means that no matching journal entry exists. Create an entry, clear the filters, or change the active account when you expected content.
Library
Library has five collapsible sections:
- Pages — the page tree, with folders.
- Sessions — every session entry.
- Timeline — the most recently updated daily and weekly entries.
- Templates — your templates.
- Trash — deleted entries and templates.
Create a page, a folder, or a template from the section header or from the Journal create menu. Rename, move, duplicate, or delete an item from its actions menu. Rename and duplicate are available for pages, sessions, and trade notes.
Deleting an item moves it to Trash. Restore it from Trash when it was removed by mistake. Delete permanently and Empty Trash are not recoverable.
Daily and weekly entries
A daily entry belongs to one calendar date. A weekly entry belongs to one week. Both can also appear in Trade Detail for trades in the matching period.
With more than one trading account, Multi-Account Sync in Journal Settings decides how these entries are scoped. Combined keeps one shared entry across all accounts. Per Account keeps a separate entry for each account.
A weekly entry opens with a summary block calculated from the trades of that week: trade count, net P&L, win rate, and the best and worst trade.
Templates can be applied automatically from Journal settings or selected in the editor. Review the current content before you replace it with a template.
Sessions
A session entry records a defined part of a trading day. The create dialog asks for a start and an end date with times. Presets set Today, Yesterday, Last 7 days, or Last 30 days. Name the session in the editor header after you create it.
A session also opens with a summary block calculated from the trades in its range. Use Re-generate Summary in the editor header to rebuild it after the trade record changes.
Editor and saving
The editor supports headings, bulleted, numbered, and to-do lists, tables, code blocks, blockquotes, dividers, links, images, and trade embeds. Type a slash to open the insert menu. Under Trading, Trade inserts a trade embed. An embedded trade can be shown as a card or as a chip.
The save indicator identifies these states:
- No entry exists yet.
- The entry is being created.
- Changes are not saved.
- Changes are being saved.
- The current version is saved.
Wait for Saved before you close a tab after a connection problem.
Version history is in the editor header. It lists automatic saves and manual checkpoints. Save checkpoint records the current content. Restore this version replaces the live entry and saves a backup of the current content first.
A sync conflict appears in Combined mode when your daily or weekly entries hold different content across accounts. Review the versions and keep the correct one. The other versions are overwritten.
Templates
Templates provide reusable content. Create and edit templates in the Library Templates section. A template is global or scoped to one account. The apply dialog shows this scope.
In Journal settings, a template can be applied automatically to new daily, weekly, trade, and session entries. Daily also supports per-weekday overrides.
Apply a template manually from the template button in the editor header. It replaces the current content of the entry. Restore the previous content from version history.
Linked trades and notes
A trade note belongs to one trade. Daily and weekly entries belong to their time period. A page can be linked to a trade without copying its content.
Trade Detail has tabs for the trade note, the daily entry, the weekly entry, and linked notes. Open a linked item from there. Unlinking removes the connection. It does not delete the journal item.
Shared mentor access follows the permissions set by the account owner. Missing Journal navigation or content can mean that the owner did not share it. A mentor view is read-only.