Life Of The Trade “Life of Trade” View in the Journal offers another way to view your trading activity and [...]

Under Portfolio>Sharing,  click on “Accounts I’m Following” on the left-hand panel. The center panel, above the Account List has a [...]

Trade and Journal Sharing   Step 1: Select “Sharing” under the Portfolio Tab to to access these features of sharing [...]

Clicking on  located on the upper left corner of the Positions and Gains tabs allows you to export that information as a [...]

Trades can easily be linked in the Journal.   This is helpful to keep related trades grouped together for easier tracking and [...]

The Life of Trade Icon and Tab/Trade entry color show help you identify the status of your trades. Icon Display [...]

The Tabs on the Journal are Color Coded for Easy Understanding of the Trade Primary Tab Color Coding   (see below [...]

It’s easy to look up trades.  Choose from Stock symbols, tags used (ex:  #bullCall, #longStraddle), Notes containing certain words or [...]

Select a unique color for each trading account on the Account Summary tab.  Each trade in that account will display that color on  [...]

Reviewing your  Journal Accounts is made easier by using the Multi-Select tool on the Journal Tab.  Control your Journal Account [...]

Downloading/exporting capability added to the Positions tab.  This feature is also available in the “Gains” tab.  This allows even greater flexibility with record-keeping [...]

The Tags including the P/L Summary, Graph and new Insight tabs rely on updated Journal entries which includes reconciled trades. The [...]

Logging into your account will update Journal entries for up to the last two months.   However,  trades that expired will [...]

This is more than just documenting trades This Journal has benefits and features that allow you to truly customize a [...]

Want to know how effective your trading strategies and practices are?  This is where you’ll get your answers Get visual [...]

Updating closed or adjusted trades in the Journal Tab is easy by the following steps: 1.  Go to the Order [...]

Notes are easily created throughout the Platform. Anywhere you see a Smart (Action) Icon   , you can create a Note to [...]

Located below the Analytics Tab in the Journal,  the Tag Result Table Summary displays trade performance by Date Range, Total P/L,  [...]

The Insight Tab, along with Tags and Graphs update dynamically with the account(s),  symbol(s), tag(s) and/or date range selected. Insight [...]

Journal Trade Graphs This tab offers two views of your Closed, Matched or Reconciled trades:  P/L by Trade Duration and [...]

Trade Finder Scans have #tags that will automatically appear on the corresponding trade tabs in the Journal, such as #BullCall, [...]

You can “Replay” a trade from your Journal by sending it to Backtest Analysis. Click on the  icon on the Journal [...]

Want to keep record of backtested trades?   Send them to the Manual Account.  While in Backtest Mode,  structure your [...]

Whether you entered a trade incorrectly, or want to remove Cancelled Orders from your Virtual or Manual Account, you have the [...]

After Reconciling your closed trades, click “OK” to have the Journal entries updated. Yellow tag:  There was a change in [...]

Icons = Navigation The Action (Arrow) icon will provide different actions depending on where you are in the platform.  For [...]