Journal

Journal

The journal at /journal collects every form of trading note in one app surface: daily and weekly entries tied to dates, free-form pages organized in folders, session recaps for arbitrary date ranges, and a template library. Everything is user-scoped; switching trading accounts does not affect your journal entries, unless you opted into per-account journals in Settings.

Routes

View Switcher

The journal sidebar opens with a three-way view switcher: Calendar, Feed, and Library. Your last selection is remembered per device.

Calendar View

The default view, optimized for "what did I do on this day?". The top of the sidebar shows a mini calendar with a dot indicator on days that have entries. Selecting a day reveals a context panel listing everything attached to that date:

• The daily entry (auto-created when you click it if missing).
• Any sessions that overlap the selected date.
• Trade notes for trades opened on the selected date, prefixed with the symbol ticker.
• The weekly entry for the ISO week containing the selected date.

A Today link in the calendar header jumps back to the current date. In per-account journal mode, the daily and weekly rows expand into one row per account so you can see the per-account version side by side.

Feed View

A reverse-chronological stream of every journal entry — daily, weekly, sessions, trade notes, and pages — grouped under "Today", "Yesterday", and dated sections. A row of filter chips at the top toggles entry types on and off. The search field in the sidebar header filters both title and date label live.

The feed view is the fastest way to find an entry when you don't remember when you wrote it.

Library View

A structured overview of your entire journal, with collapsible sections:

• Pages — the folder tree (see Pages below).
• Sessions — recent session recaps with their date range.
• Timeline — the most recent 15 daily and weekly entries combined.
• Templates — your template library.
• Trash — soft-deleted entries and templates, with a count badge.

Each section's open/closed state is remembered per device.

Notebook Editor

Every journal entry, page, session, and template opens in the same Plate-based rich-text editor.

Formatting

The toolbar supports headings (H1–H3), bold/italic/underline/strike, inline code, lists (bullet, numbered, checklist), block quotes, code blocks, dividers, images, callouts, and embedded tables. Drag-and-drop image uploads attach files to the page.

Save Status

The editor saves automatically on idle. A status indicator in the header shows Saved, Saving…, Unsaved changes, or Empty. Dirty detection ignores cursor and selection changes — only real content edits mark a page as unsaved.

Version History

Click the History icon in the editor header to open the version history sheet. Tradeways keeps periodic snapshots of every notebook. From the sheet you can:

• Preview any past version inline.
• Restore a version, which writes its content back as the current state (the previous state remains accessible as a new history entry).

Versions are timestamped and labelled with the user who made the change.

Apply Template

Use Apply Template in the editor toolbar to drop the content of a template into the current page. Useful for ad-hoc structured entries that aren't covered by an auto-applied template.

Daily Journal

/journal/daily opens the calendar view focused on the daily flow. Daily entries are unique per date — returning to the same date always opens the same entry. If a daily template has been auto-applied (see Templates), new entries are pre-filled with its content.

Weekly Journal

/journal/weekly opens the calendar view positioned on the current ISO week. Weekly entries include an auto-generated summary callout at the top showing trade count, total P&L, win rate, best and worst trades, and a daily breakdown.

The callout is visually distinct (accent border, muted background) and fully editable. Click Re-generate Summary to refresh from the latest trade data. You can also pick which trading account the summary reflects when you trade multiple accounts.

Pages

Pages are free-form notes organized in nested folders (up to 10 levels deep). They live in the Pages section of the Library view.

Folder Operations

The folder tree supports the following operations via right-click context menu or the three-dot menu on each folder:

• Rename — edit the folder name inline.
• Move to folder — move a folder (and all its contents) into another folder via a submenu.
• Create page inside — add a new page directly inside the folder.
• Create sub-folder — nest a new folder inside an existing one (up to 10 levels deep).
• Delete — moves the folder and all sub-folders to the trash. Pages inside follow.

Drag and drop is supported for reordering and for moving items between folders. A drop indicator shows whether the item will be placed before, after, or inside a folder.

Each page has a dedicated route at /journal/page/<notebookId> with a breadcrumb trail showing the folder path.

Sessions

Sessions are journal entries scoped to a custom date range. They are useful for reviewing a specific trading period — a week of scalping, a month-long swing campaign, a prop firm evaluation phase.

Create a session from the + create menu or the sessions list. A dialog asks for a start date, end date, and optional start/end times. Quick presets cover Today, Yesterday, Last Week, and Last Month.

Each session includes an auto-generated summary callout (same format as weekly entries) covering the chosen date range. Click Re-generate Summary to refresh statistics from the latest trade data. The session title is editable inline.

Each session has a dedicated route at /journal/session/<notebookId>.

Templates

Templates pre-fill new journal entries with a consistent structure. Manage them at /journal/templates.

• Create a template with a name and rich-text content using the full editor.
• Auto-apply — assign a template to a note type (Daily, Weekly, Trade, or Session). New entries of that type start from the template. Only one template can be auto-applied per type.
• Duplicate, rename, and delete templates from the context menu. Changes never retroactively affect existing entries.

Each template has a dedicated editor route at /journal/template/<templateId>.

Trade Detail Integration

On the trade detail page, a Journal section provides four tabs:

Clicking Open in Journal on the daily or weekly tabs navigates to the full journal editor for that entry.

Create Menu

The + button in the journal sidebar header opens a dropdown that creates any entry type from one place:

• Daily Entry — opens or creates today's daily entry.
• Weekly Entry — opens or creates this week's weekly entry.
• Session — opens the create-session dialog.
• Page — creates a new free-form page.
• Folder — creates a new folder in the page tree.
• Template — creates a new template inline in the Library view.

Trash & Restore

Deleted entries and templates are soft-deleted and appear in the Trash section of the Library view, with a badge showing the count.

Each trashed item shows how long ago it was deleted. From the three-dot menu:

• Restore — moves the entry back to its section. Restored pages return to the root level (not the original folder).
• Delete Permanently — irreversibly removes the entry and all associated data (images, trade-note links). A confirmation dialog appears.

The Empty Trash action in the section header permanently removes everything in the trash at once, after a confirmation.

For daily and weekly entries, deleting or restoring one entry also affects its sibling entries across trading accounts (mirrored entries in per-account mode).

Bulk Actions

Hold Shift or Ctrl/Cmd while clicking to select multiple entries in the Feed or Library views. A bulk action bar slides up from the bottom with the selection count. The available action is:

• Delete — moves all selected entries to the trash. A confirmation dialog appears (hold Shift to skip).

Notebooks and templates each have their own selection pool, so they can't be mixed in one bulk action.

Sync Conflict Dialog

When you have journal entries created across multiple trading accounts for the same date, switching accounts may reveal conflicting versions. The Sync Conflict Dialog lists each account's version side by side. Click the version you want to keep — its content is applied to all sibling entries, resolving the conflict. If entries are already in sync, the dialog auto-closes.

See Also

• Widgets
• Trade Detail