Journal

Pick a workflow

The first thing you choose. The list shows your saved workflows from the Edge Builder. If you haven't built one yet, the form points you there. You can change your mind via the ← Change Workflow button until you save the first phase.

Pre-Trade

Fixed fields at the top, plus your Pre-Trade workflow steps:

• Symbol — auto-uppercases as you type. Recent symbols appear as quick-pick chips when the field is focused
• Direction — Long or Short toggle
• Entry Price
• Stop Loss (optional)
• Take Profits (optional) — click + Add TP Level to add up to 5 price targets. Each level can be removed individually
• Playbook (optional) — tag the trade with a strategy from your playbooks. Selected playbook's reference images preview inline

Below those fields, your Pre-Trade workflow steps render. A progress bar shows how many you've completed. Click Next Phase → to save and move on. The trade exists in the database from this point — even if you bail before completing later phases.

Execution

A header strip pinned at the top shows what trade you're logging (symbol, direction, entry price). Your Execution workflow steps render below with the same progress bar pattern. Click Next Phase → when done, or ← Previous Phase to go back.

Post-Trade

Same step-rendering pattern. Below the steps, an optional Close This Trade section lets you record exit details now:

• Exit Price
• Position Size (shares or contracts)
• Fees

As you fill these in, an estimated P&L panel updates live. Click Complete Trade to finish. If you skip the close-out section, the trade stays open and you can close it later from the table.

Stats bar

A strip above the table shows three numbers for whatever's currently filtered: Trades (count), P&L (sum across closed trades), and Win Rate.

Filters

The filter bar above the table lets you narrow by:

• Symbol — text search
• Status — All / Open / Closed
• Direction — All / Long / Short
• Date range — from / to
• Playbook — appears if you have any
• Account — appears if you have prop accounts; includes a “Personal Only” option to see trades not tied to any prop account
• Tag chips — appear below the filter row if you've tagged trades. Click to filter, click again to clear
• Sort — sort the visible trades by various fields

When any filter is active, a Clear button appears to reset everything.

Table columns

The table always shows: Date, Symbol, Direction, Status, Entry, Exit, P&L, plus action buttons. Six more columns are hidden by default and toggleable via the gear icon in the Actions header:

For lists over 50 trades, the table virtualizes scrolling so it stays fast.

Open the detail dialog

Click any row to open the trade detail dialog — full data, all phase responses, the workflow used, and timestamps.

Close an open trade

Open trades show a Close button in the Actions column. Clicking it opens a dialog where you enter exit price, position size, and fees — same fields as the in-form close-out, just from the table side.

Duplicate

The copy icon in the Actions column duplicates the trade as a new entry. Useful when you take the same setup again and don't want to re-enter everything.

Delete

The trash icon deletes a single trade after a confirmation prompt. Deletion is permanent.

Inline notes

With the Notes column visible, click any notes cell to edit inline. Click outside the cell to save.

Compare 2 trades

The leftmost column has violet compare checkboxes. Select up to two trades and a Compare 2 trades button appears in the page header — opens a side-by-side view of both trades' phase responses and metrics.

Multi-select and bulk delete

The second checkbox column is for multi-select. Pick multiple trades, then a Delete N trades button appears in the header. Use the header checkbox to select or deselect every visible row.