Trading Journal

Log every trade, in any currency, and get honest performance stats: equity curve, win rate, expectancy, profit factor, drawdown, Sharpe and more. The journal is organized in six tabs: Trades, Breakdown, Templates, Strategies & capital, Fees & currency, Pending tasks.

Categories

Trades live in categories — folders like Crypto scalping or Long-term stocks, each with its own color, capital and stats. Create them from the category bar; drag to reorder. Deleting a category deletes its trades.

Set up capital

In Strategies & capital, give each category a beginning stack and record refills and withdrawals over time. This is what return, equity curve and drawdown are computed against — without it you still get PnL, but not returns.

You can also name strategies with their signal names (e.g. Breakout, Pullback). Tag trades with a strategy/signal and the Breakdown tab can filter by them — that's how you find out which setups actually pay.

Templates

Templates drive the trade form. A prebuilt standard trade exists; create your own per market or style:

• Reserved fields (side, prices, quantity, fees, leverage, multiplier, currency, unit type…) feed the performance stats.
• Custom fields (text, numbers, choice lists…) are free-form — setup grade, market condition, whatever you track.
• A template can set a default fee schedule, pre-selected when logging from it (overridable per trade).

Logging trades

From the Trades tab, pick a template (or Quick — all fields) and fill the form. Two levels:

• Simple — one entry, one exit (or leave the exit empty for an open position).
• Advanced — scaling in/out with multiple entry and exit legs (each with its own price, quantity, fees, signal), plus SL/TP brackets. When a bracket triggers, check it and it folds into an exit leg.

The form previews average entry, net PnL and open quantity as you type. You can attach up to two images (chart screenshots), pick leverage and contract multiplier for derivatives, and write your own feedback on the trade.

PnL is computed on read and handles partially open positions. Cost basis is switchable between weighted-average cost (default) and FIFO (useful for tax export) — the choice is applied for real, both in the stats and in the trade form's live PnL preview.

Fees

In Fees & currency, save fee schedules — fixed or percentage, charged per lot, unit, contract, or trade (e.g. IBKR stocks: 0.05 % per trade). Selecting a schedule on a trade auto-computes the fee; a manually entered fee always wins.

Multi-currency & FX

Trades keep the currency you entered them in. The breakdown currency (display) is converted using a daily FX feed that backfills rates automatically each business day, carrying rates forward over weekends and holidays.

If a rate can't be fetched for some date, those trades are excluded from converted totals and show up in Pending tasks — enter the missing USD-based rates there by hand (1 USD = … of that currency) and the trades count again.

Breakdown (your stats)

Per category or across all, filterable by date range, ticker, side, asset class, strategy and signal:

• Equity curve in the display currency.
• Realized PnL · Return · Win rate · Trades (closed/open) · Expectancy · Profit factor · Avg win / Avg loss · Best / Worst trade · Max drawdown · Sharpe · Total fees · Invested capital · Margin deployed · Return on margin.
• Calendar view — a month-grid heatmap of daily PnL, green for up days and red for down, with weekly totals down the side. Click any day to jump to that day's trades.

Export & reports

From the Trades tab you can export your data and generate a performance report:

• CSV export — the raw trades, for spreadsheets or tax software.
• Periodic report — a weekly or monthly performance summary (win rate, expectancy, fees, breakdown by strategy and category, equity curve), rendered to Markdown or PDF.

Works with

• Tax Calculator — loads your realized journal PnL for a tax year, split into capital / derivative / crypto gains.
• Dashboard — a quick-trade widget logs a trade from the home page.
• RemindMe — add journal-linked reminders (e.g. weekly review).