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JOURNAL5 min READ · UPDATED 30 SEPT 2026

Journal basics: manual entries and broker auto-import

How to log trades by hand, auto-import history from a connected broker account, set goals, and run the weekly review — all in one place.

Two ways to get trades into your Journal

The Journal doesn't care where a trade came from — every trade you log by hand and every trade synced from a connected account lands in the same calendar, stat cards, and trade table. You can mix both freely.

Manual entries

Click + Log trade and fill in what you have. Symbol is the only required field — everything else (entry, exit, stop loss, take profit, size, R multiple, risk %, session, strategy, notes, execution, emotion, tags, even a screenshot) is optional, so a quick log takes seconds and a full breakdown takes as long as you want it to.

A few fields are worth using consistently because the analytics below depend on them:

  • Strategy — tag the setup so per-strategy expectancy actually means something. Add your setups once from the Strategies button, then pick from the list on every trade.
  • Execution (Followed plan / Broke a rule / Partial) — this feeds the Plan Adherence panel, which compares your win rate and average P&L on trades where you stuck to the plan versus trades where you didn't.
  • Emotion and tags — free-form context that shows up next to the trade in the table (e.g. "revenge," "fomo," "a+").

Manual entries can be deleted individually (the ✕ next to a row). They aren't tied to a broker account, so they always show up under "All accounts" regardless of which account you have scoped.

Broker auto-import

Connect a real account under Accounts, and its closed trades and stats sync into the Journal automatically — no manual entry needed. How far back it reaches depends on the platform: MT4, MT5 and cTrader bring in the last 90 days when you connect (up to your newest 1,000 trades). Tradovate and NinjaTrader only share the current day's trades, so the Journal records them from the day you connect onward — keep the login connected, because a day it is disconnected can't be fetched later.

If you're already using a connected account elsewhere on the platform — say, as a copier receiver — connecting it to the Journal reuses that same connection instead of asking for your login again.

Synced trades show a synced tag next to the date and can't be deleted individually from the Journal — remove the account itself if you want them gone. You can still tag a synced trade with a strategy, execution flag, and notes by clicking Tag on its row; that's saved separately and shows up right alongside manually-tagged detail.

How many accounts you can connect to the Journal is capped by your plan tier. If you're at your limit, connecting a new account will tell you to upgrade or remove one first.

Tradovate and NinjaTrader: history starts on the day you connect

On a Tradovate or NinjaTrader account, the Journal's history starts on the day you connect it. Those platforms give a connected app the current trading day and nothing earlier, so a sync cannot read back trades closed before you connected, or on a day the connection was down.

A report downloaded from the platform fills those days in. Scope the Journal to the account, click IMPORT A REPORT, choose the file and the time zone its times are written in, and import. It reads:

  • Tradovate — the Performance report or the Fills report, as CSV.
  • NinjaTrader — the Trades or Executions grid exported from NinjaTrader 8 as CSV. A report in Tradovate's format is read on a NinjaTrader account too.

Every trade in the file is checked against the trades the account already holds, so a trade that is already there is counted rather than added twice, and importing the same file again adds nothing. A position still open at the end of the file is left out until a report includes the fill that closes it. When the import finishes it tells you how many trades it added, how many were already there, and each line it could not use and why.

Switching between accounts

Use the account switcher above the Journal to scope everything — stat cards, the calendar, the equity curve, setup performance, plan adherence, loss patterns — down to a single connected account. Manual entries only appear under "All accounts," since they aren't linked to any specific account.

Goals

Click + Goal to set a target for net profit, win rate, or number of trades logged, over this month, quarter, or year. Each goal shows as a progress bar against your current numbers, recalculated automatically as new trades come in (manual or synced). Delete a goal any time with the ✕ on its card.

Analytics you get for free

Once you have a few trades logged, the Journal surfaces:

  • Stat cards — net P&L, win rate, trade count, average R, profit factor.
  • Day win %, avg win/loss, long vs. short — a second row that breaks down performance beyond the headline numbers.
  • Setup performance — trades, win rate, expectancy in R, and net P&L per strategy tag.
  • Plan adherence — your edge (or lack of one) when you follow your own rules versus when you don't.
  • Loss patterns — your worst losing streak, worst weekday, and worst session, plus a day-by-day P&L grid.
  • Trade calendar and equity curve, both scoped to whatever account (or "all") you have selected.

The weekly review

At the top of the Journal sits a standing weekly review card, keyed to the current week. It shows that week's trade count, net P&L, win rate, and rule-break count at a glance, with one input: one behaviour to change next week. Write it, save it, and it's there waiting for you next time — the point isn't a long journal entry, it's forcing one honest, specific takeaway per week instead of letting the week pass unreviewed.

A practical rhythm that works well with this setup:

  1. 01Log trades as you take them (or let synced accounts do it for you).
  2. 02Tag strategy and execution honestly, especially on the trades that didn't feel disciplined.
  3. 03Once a week, glance at Setup Performance and Plan Adherence, then write the one-line takeaway in the review card.

That's the whole loop — no separate spreadsheet, no end-of-month scramble to reconstruct what happened.

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