Skip to main content
All CollectionsBacktesting
Journaling Backtesting Trades While Backtesting
Journaling Backtesting Trades While Backtesting

The Journal Tab streamlines journaling for trading by allowing you to tag trades, take notes, and organize backtesting sessions.

Marl avatar
Written by Marl
Updated yesterday

πŸ“ Access the Journal Tab

Find the Journal Tab on the right-hand side of your Backtesting Dashboard. It contains:

πŸ”Ή Session Notes – Summarize key takeaways from your backtesting session. (Auto

syncs to Notebook > Backtesting Session Notes)

πŸ”Ή Trade Notes – View all executed trades and perform the following actions:

βœ” Add trade-specific notes

βœ” Tag trades for quick categorization

βœ” Attach screenshots for visual reference

βœ” Add trades to Playbooks for deeper analysis


πŸ”₯ Key Features

πŸ“– Playbooks - Organize & Analyze Your Trades

βœ” Add Trades to Playbooks – Assign trades to one or multiple Playbooks for structured journaling.

βœ” Apply Playbook Rules – Select relevant rules to categorize and refine your strategy.

βœ” Manage Playbooks – View reports, detach trades, and reassign them for better organization.


🏷 Tags - Categorize & Track Patterns

βœ” Identify setups, mistakes, and trading patterns to refine your approach.

βœ” Tags make it easier to filter and analyze past trades.

βœ” Manage your tags from the Tags Management Page for a structured review.


πŸ“” Notebook & Auto-Syncing - Keep Your Notes Organized

βœ” Enter detailed trade insights in the Trade Notes section Or the Session Note section.

βœ” Notes automatically sync to:

πŸ”Ή Notebook > Trade Notes Folder + Backtesting Session Note Folder

πŸ”Ή Trade Tracking Page (Backtesting Account)


🎯 Why Use the Journal Tab?

βœ… Stay Organized – Keep all your backtesting notes and trades structured.

βœ… Build a Strategy – Review and refine your setups effectively.

βœ… Gain Insights – Identify strengths, weaknesses, and patterns over time.

Start using the Journal Tab today and level up your backtesting process! πŸš€

If you have any questions or need assistance, feel free to reach out to our support teamβ€”we’re here to help!

Did this answer your question?