Journal

Journal

The journal at /journal is your central place for structured trading notes. It supports 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.

Navigation

The journal has its own sidebar with four sections:

• Timeline — links to the Daily and Weekly views
• Pages — a folder tree for free-form notes. Click a page to open it; right-click folders for rename, move, and delete actions.
• Sessions — a list of session recaps with date range labels
• Templates — link to the template management view

Daily Journal

The daily view (/journal/daily) uses a calendar-and-editor split layout. The left panel shows a mini calendar where days with existing entries display a dot indicator. Select a date to open (or auto-create) the daily entry in the editor on the right.

Daily entries are unique per date. Returning to the same date always opens the same entry. If a daily template is configured, new entries are pre-filled with its content.

Weekly Journal

The weekly view (/journal/weekly) follows the same split layout. The left panel lists ISO weeks for the current year, with indicators for weeks that have entries. Select a week to open the weekly entry.

Weekly entries include an auto-generated summary callout at the top that shows:

• Trade count, total P&L, and win rate for the week
• Best and worst trades
• Daily breakdown

The summary callout is visually distinct (accent border, muted background) and fully editable. Click Re-generate Summary to refresh the stats from the latest trade data. You can also select which trading account the summary should reflect.

Pages

Pages are free-form notes organized in nested folders (up to 10 levels deep). Access them from the Pages section in the journal sidebar or via /journal/pages.

• Create a page — click the "New Page" button. Optionally place it inside a folder.
• Create a folder — click "New Folder" to add a new folder at the current level or inside an existing folder.
• Move — drag pages between folders or use the context menu.
• Delete a folder — cascade-deletes all sub-folders and pages inside it. A confirmation dialog appears (hold Shift to skip).

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

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 — removes the folder and all sub-folders. Pages inside are moved to the trash rather than permanently deleted.

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

Sessions

Sessions are journal entries for a custom date range. They are useful for reviewing a specific trading period, such as a week of scalping or a month-long swing campaign.

Create a session from the create menu or the sessions list. A dialog lets you pick a start date, end date, and optional start/end times using calendar date pickers. Quick presets are available for common ranges: Today, Yesterday, Last Week, and Last Month.

The session entry 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. Edit and annotate freely below the summary.

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

Templates

Templates let you 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). When a new entry of that type is created, the template content is used as the starting point. Only one template can be auto-applied per type.
• Edit and delete templates at any time. Changes do not 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 replaces the old notes placeholder. It 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 menu that lets you create any entry type from one place:

• Daily Entry — opens or creates the daily entry for today
• Weekly Entry — opens or creates the weekly entry for the current week
• 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

Trash / Restore

Deleted journal entries and templates are soft-deleted and moved to the Trash section at the bottom of the library sidebar. Trashed items are not permanently removed until you explicitly delete them or empty the trash.

Each trashed item shows how long ago it was deleted. Right-click (or use the three-dot menu) on a trashed item to:

• Restore — moves the entry back to the library. Restored pages are placed at the root level (not back into their original folder).
• Delete Permanently — irreversibly removes the entry and all associated data (images, trade note links). A confirmation dialog appears.

Click Empty Trash at the top of the trash section to permanently delete all trashed entries at once. A confirmation dialog appears before any data is removed.

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

Bulk Actions

In the library view, select multiple entries by holding Shift or Ctrl/Cmd while clicking. A bulk action bar appears at the bottom showing the number of selected items. The available bulk action is:

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

Bulk selection works independently for notebooks and templates.

Sync Conflict Dialog

When you have journal entries created across multiple trading accounts for the same date, switching accounts may reveal conflicting entries. The Sync Conflict Dialog appears and lists each account's version of the entry. 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

• Dashboard — view trading performance at a glance
• Trade Detail — in-depth view of a single trade
• Filter — narrow down which trades are reflected in summaries