Access the Journal Tab
Find the Journal Tab on the right-hand side of your backtesting session. Click the Journal icon from the right sidebar, or press Shift + 3 on your keyboard as a shortcut to open it at any time during your session.
Session Notes – Capture key observations, takeaways, and screenshots from your backtesting session.
Templates button is to apply a pre-built note template and get started faster. You can also type directly in the text field or press / for formatting commands.
Note: Session notes automatically sync to your Notebook > Backtesting Session Notes folder
Trade Notes – View all executed trades and click on any trade to annotate it. From here you can:
Add trade-specific notes
Tag trades for quick categorization
Attach screenshots for visual reference
Add trades to Strategies for deeper analysis
Key Features
Strategies - Organize & Analyze Your Trades
Add Trades to Strategies — Assign trades to one or multiple Strategies for structured journaling
Apply Strategy Rules — Check off relevant rules to categorize and refine your strategy
Manage Strategies — Attach, detach, and reassign Strategies, or click + Create new playbook to build one on the spot
Tags - Categorize & Track Patterns
Identify setups, mistakes, and trading patterns — tags are organized by categories (e.g. Mistakes, Entry, Custom Tags) with a dropdown to select from. Can't find the right tag? Type it in and click + Create to add it on the spot.
Tags make it easier to filter and analyze past trades. Click Add new category to create a new tag group.
Click Manage tags at the bottom of the Tags tab to edit your full tag library from the Tags Management Page.
Notebook & Auto-Syncing - Keep Your Notes Organized
Enter detailed trade insights in the Trade Notes section or the Session Notes section
Click Templates to apply a pre-built note template, or press / for formatting commands
Notes automatically sync to:
Notebook > Trade Notes Folder
Notebook > Backtesting Session Notes Folder
💡 Note: Starting from a Scenario doesn't change how your trades are journaled. Everything still flows through the Journal Tab as usual.
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!