First Steps

Adding a trading account is optional, but it makes it easier to organize your trades and track performance separately across multiple accounts, especially when using prop firm accounts.

Enter an account name, such as the name provided by your prop firm or the identifier of your live trading account. You can also specify the account size to record the amount of capital available in the account.

Set the account status to Active while you are trading with it, or Inactive if the account has been closed, completed, or lost. The journal will also show how many trades are associated with each account.

You can edit the account details at any time. However, once trades have been linked to an account, the account cannot be deleted in order to preserve your journal history.

Creating trading rules is optional, and you can manage them in a way that fits your own trading process. At the moment, rules are not linked directly to individual trades, but this functionality may be expanded in future updates.

As you review your journal and identify recurring mistakes, you can create rules to help prevent them. For example, you might add a rule such as “Do not trade between 11:00 AM and 2:00 PM” and include a description explaining why the rule is important.

Each rule can be assigned one of three priority levels: High, Medium, or Low. Use High for rules that should never be broken, Medium for important guidelines, and Low for reminders that are useful but not essential.

Your trading process may change over time, so rules can be edited or deleted whenever needed.