Writing before the session and after it is the cheapest habit that improves trading. The Notebook gives each day one page for it. The trades you closed that day and the big news of the day sit beside your words.
Write a day note
- Open Journal, then Notebook, then the Day notes card.
- In the list on the left, pick a day. Days with trades or notes are listed. Use the arrows at the month name to go to another month. On a phone, pick the day, and All days takes you back to the list.
- Pick how you felt in How you felt: Focused, Calm, Tired, Anxious or Frustrated.
- Rate your Discipline from 0 to 5 stars.
- Press Plan for the session to add a short template (markets you watch, news today, levels, what must happen before you enter, max loss today), or End of day review for the after-session template (did I follow my plan, best and worst decision, what I change tomorrow). Or just type.
- Press Save note. Ctrl or Cmd plus Enter saves too. The panel says saved with the time, or unsaved while you still have changes.
Days are cut at midnight UTC, the world's reference time. The page is marked Day, UTC.
What sits next to the note
- The day's Net result, the number of trades and how many won.
- Discipline trend: a bar per day of your own ratings. More.
- Voice memos for the day (paid plans). More.
- High-impact news that day: the big releases, with the actual figure once it is out.
- Trades closed that day, with a link In the journal to open them in the trade list.
- Insights found in that day's trades, and the Playbook rules you followed or broke.
All notes: folders, search and trash
Every note you write, on a day, on a trade or here, ends up in one list.
- On the Notebook page, press All notes at the top right.
- Press New note, type a title (optional) and the text, and press Save.
- To sort, open the note and use Move to. Three folders exist from the start: Daily journal, Trade notes and Session recaps. They cannot be renamed or deleted. Press New folder for your own, for example
Mentor calls. - To find a note, type in Search your notes. To label it, add tags in the note.
- To remove a note, press Send to trash. Notes stay in Trash for 30 days, then they are gone for good. Open Trash and press Restore to bring one back.
- Press Download PDF to get a note as a PDF.
When you delete a folder you made, its notes move to Session recaps. Nothing is deleted. Press Back to day view to return to the days.
When it does not work
- The note was not saved: check your connection and press Save note again. A note can hold up to 20,000 characters.
- No trades or notes this month: the list only shows days that have one. Pick another month.
- A mentor who reads your journal sees your notes but cannot change them. Mentor mode.
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