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




