Journal and analytics
Everything a serious journal does, and one thing none of them do.
Trades, filters, saved views, exports, analytics, a weekly review and a comparison tool. All of it knows something no broker export contains: whether the trade cleared your own checklist before you clicked.
Journal and Insights
The list, the numbers, the week, and the comparison.
What happened lives in the Journal. What it tells you lives one tap away under Insights: analytics, the weekly review and the comparison.
Every trade, sortable and filterable.
Date, instrument, strategy, gate verdict and result, with R and net once the money layer is on. Sorting happens on the server, so a filter over nine hundred trades is the same speed as one over nine.
- Search across instrument, note, tag and strategy, with date ranges and session filters
- Save a filter set you keep coming back to and re-apply it with one tap
- Select rows in bulk, and export exactly what you filtered
- A banner tells you which trades are missing what your analytics need, and takes you to them
Your edge, and your discipline, on one page.
Win rate, expectancy, profit factor, average win and loss, best and worst run, and the shape of your results. Then the part most journals skip: how much of the move you captured, what you left on the table, and how much heat you sat through.
- Broken down by instrument, session, weekday, strategy and how long you held
- Every breakdown ranks by rule adherence, never by win rate
- Windows of 30, 90 or 365 days, each with its own CSV export
- Click any figure to drop into the trades behind it
What do I carry into next week?
One page for the Sunday sit down. Days traded, trades taken, rules kept, the single rule you skipped most, and the trades where the gate failed — ranked by the break itself, so a losing trade you took by the book never appears here.
- Last seven days or last thirty, whichever your routine runs on
- Your mistake tags ranked by how often they cost you the checklist
- An empty list is the goal, and the page says so when you get there
- Optional weekly and monthly review emails, sent at 08:00 your time
This month against last. This setup against that one.
Pick a dimension — period, instrument, strategy, session, tag or direction — then put two sides next to each other: compliance, win rate when you cleared, win rate when you broke, average R on both.
- The payoff line: which of your rules gave way, and by how many points
- Sorted by the gap, so the thing that changed is the first thing you read
- Says plainly when the two sides are not comparable
- Works over any window you can filter to
Insights
The pattern you would never have spotted yourself.
Which rule you break most. What you were feeling before you broke it. Which day of the week your discipline goes, which instrument it goes on, and how often breaking a rule still worked out.
That last number is the useful one. A rule break that pays is the reason the habit comes back, and it is the one thing a profit-and-loss chart can never tell you.
- A heatmap of rule following, not of how often you traded
- Your setups, each with how many were taken by the book
- Every feeling you went in with, and what it did to your rules
- Your best day for discipline, your weakest, and your most active
Calendar
A month you can read in one second.
Every day gets a colour and the colour is decided by your rules. Nothing else. Kept everything is green, one slip is amber, two or more is red, and a day you deliberately stayed out keeps your streak alive.
- Weekends never break a streak on a weekdays contract
- Week totals, month totals, and a CSV export of the whole month
- Close a day you missed up to seven days back, marked honestly as filled in later
- With money on, a lens toggle puts the result inside the cell, never on it
One trade
Everything about a trade, on one page.
The plan you set and what you took: entry, stop, target and exit, how far it ran against you and how far it ran for you, and what you gave back. The checklist verdict, how you felt before and after, your note, your tags and your screenshots before and after.
- Planned R:R against the R you realised, worked out from your prices
- Up to eight screenshots and up to forty fills per trade
- Ask your mentor for feedback on the trade, if you are in a program
And around it
A notebook and a playbook, because a journal is not only a table.
Notebook
Weekly reviews, levels, lessons and plans, in folders that each carry a template. One search covers your notes, your day reflections and your trade notes at once. Yours alone: it is never shared with a buddy or a team.
Playbook
A strategy here is not a label, it is a set of criteria that joins your checklist in the gate. Accounts live here too — live, evaluation, funded or demo — each with its own limits, plus your tags for what went wrong and what simply was.
Questions about the journal
Can I export what I am looking at?
Yes, and only what you are looking at. The list and the export share one filter parser, so a filtered journal exports the filtered rows rather than the whole account.
Does it work without the money layer?
Everything except the amounts. Win rate, R, capture, excursion, adherence, streaks and every breakdown work with money switched off, which is how Traily ships by default.
How far back can I go?
As far as your files. There is no window on the journal itself; the analytics offer 30, 90 and 365 day views and the review runs on 7 or 30.
Can I use only the journal, without rules or a streak?
Yes. Choose Journal my trades when you sign up, or switch the discipline tracker off in Settings later. The journal, the analytics and import all work on their own; switch the discipline part back on and your rules are where you left them.
What is R here?
Your risk on that trade, as one unit. It lets the analytics compare a futures trade and a gold trade on the same axis, and it is what the curve falls back to when a scope mixes currencies.
Start the journal that knows what you promised.
Free while we build it, with every feature included and nothing connected to your broker.
Free while we build it. No card, no download, no broker connection.