Why This Matters
Trade notes don't have to wait on your import. This lets you:
Journal a trade live or right after you close it
Capture your mindset and reasoning while it's fresh, even before the trade shows up in your account
Link the note to the trade once it's imported
Creating a Trade Note Before Import
Go to Notebook > Trade Notes in the sidebar.
Click the + next to the Trade Notes folder to start a new note.
Title it and write your entry — mindset, setup, reasoning, or whatever you want to capture.
Linking a Note to a Trade
Once your trade is available:
Open the trade note.
Click the "..." menu next to Share, then select Link to a trade.
In the Recent trades panel, search or scroll to find the trade, then click the link icon on that row.
Unlinking a Note
Click the "..." menu — it now shows Unlink from a trade in the same spot.
Confirm on the prompt that appears. The note itself isn't deleted; it stays in the Trade Notes folder, just without the trade stats attached.
Quick Tips
You don’t have to wait for trades to import — jot your thoughts down right away.
Useful for real-time journaling, so you don't miss key insights while they're fresh.
Linking is optional - you can leave a trade note unlinked if it’s a general observation or prep note.
You can only link one note per trade, and one trade per note.
Delayed imports don't have to slow down your journaling — write it now, link it later.
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!