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