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Trading JournalTrade Management

Adding Trade Notes

Capture the thinking behind a trade - the part the price chart can't tell you later.

1 min read ·

Key takeaways

  • Notes are added from the notes section of a trade.
  • Capture setup, expected target, what would invalidate the thesis, and emotional state.
  • Type # in the editor to attach Flags inline.
  • Two notes per trade - pre-trade and post-trade - is the highest-leverage journaling habit.
  • The Notes module collects all notes across trades and supports search.

Notes are where the journal gets its value. The price and P&L are facts; the note is the story you'll learn from.

  1. Open the trade and scroll to the notes section.
  2. Click Add note. Write what was on your mind - setup, expected target, what would invalidate it, emotional state.
  3. Use # in the editor to attach Flags, and the toolbar to add formatting or images.
  4. Save.

Add a follow-up note after the trade closes with what actually happened and what you'd do differently. Two notes per trade - pre and post - is the highest-leverage habit in journaling. The Notes module collects all your notes, searchable across trades.

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Related in Trade Management
Managing Active TradesTrack Active trades and add fills as the position evolves.Closing Trade PositionsAdd closing orders, optionally in pieces, until the trade is fully covered.Attaching Charts and ScreenshotsAttach chart images and broker screenshots to trades for later review.
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