Trade Journal

Review performance, closed trades, notes and activity.

Review journal performance and the calendar

Open Trade Journal to review performance, the calendar and historical Greeks for the selected period and filters.

  1. Open Trade Journal and select the date range and filters for your review.
  2. Read the performance summary and calendar to identify the days contributing to your result.
  3. Compare the historical Greek exposures with the selected period. Keep the same filters when comparing views.

Review closed trades, notes and activity

Open a closed trade in Trade Journal to inspect details and add notes or tags. Activity provides the underlying executions and exports.

  1. Open a closed trade in the Trades view and inspect its entries, exits and result.
  2. Add notes or tags to record your reasoning and make later reviews easier.
  3. Use Activity to inspect the underlying executions and export the relevant records.