Access the Journal Tab
Find the Journal Tab on the right-hand side of your Backtesting Dashboard. It contains:
๐น Session Notes โ Summarize key takeaways from your backtesting session. (Auto
syncs to Notebook > Backtesting Session Notes)
๐น Trade Notes โ View all executed trades and perform the following actions:
โ Add trade-specific notes
โ Tag trades for quick categorization
โ Attach screenshots for visual reference
โ Add trades to Playbooks for deeper analysis
Key Features
Playbooks - Organize & Analyze Your Trades
โ Add Trades to Playbooks โ Assign trades to one or multiple Playbooks for structured journaling.
โ Apply Playbook Rules โ Select relevant rules to categorize and refine your strategy.
โ Manage Playbooks โ View reports, detach trades, and reassign them for better organization.
Tags - Categorize & Track Patterns
โ Identify setups, mistakes, and trading patterns to refine your approach.
โ Tags make it easier to filter and analyze past trades.
โ Manage your tags from the Tags Management Page for a structured review.
Notebook & Auto-Syncing - Keep Your Notes Organized
โ Enter detailed trade insights in the Trade Notes section Or the Session Note section.
โ Notes automatically sync to:
๐น Notebook > Trade Notes Folder + Backtesting Session Note Folder
๐น Trade Tracking Page (Backtesting Account)
Why Use the Journal Tab?
Stay Organized โ Keep all your backtesting notes and trades structured.
Build a Strategy โ Review and refine your setups effectively.
Gain Insights โ Identify strengths, weaknesses, and patterns over time.
Start using the Journal Tab today and level up your backtesting process! ๐
If you have any questions or need assistance, feel free to reach out to our support teamโweโre here to help!




