Plan, Execute, Review: Trading Vault's Most Powerful Update Yet

Unlock the full power of structured journaling with Trading Vault’s new Plan → Execute → Review workflow, ideal R:R tracking, and direction prediction.
Trading Vault workflow update

🚀 Plan, Execute, Review: Trading Vault's Most Powerful Update Yet

We’ve just rolled out one of our biggest and most transformative updates—built entirely around how real traders actually trade.

This update introduces a complete Plan → Execute → Review journaling workflow that helps you stay consistent, refine your edge, and level up your trading mindset.

✅ What’s New in This Update?

With this update, you can now:

  • Plan trades in advance using the new Planned status (FREE)
  • Log real-time execution details (FREE)
  • Rate and review each part of your trade with a structured feedback flow (PRO)
  • Compare Ideal vs Actual Risk:Reward to measure trade efficiency (PRO)
  • Track your market bias using Direction Prediction, even on trades you didn’t take (PRO)

Let’s take a closer look.


📌 New Trade Statuses: Plan Smarter, Track Better

Track your trade lifecycle more accurately with three new trade statuses:

  • Planned – Use this to log trade ideas before they trigger.
  • Executed – For trades you actually took.
  • Invalid – When a setup doesn’t materialize, mark it to preserve your original plan without cluttering your performance metrics.

This gives you more context and historical data to reflect on—whether or not the trade was taken.


⚙️ New Workflow Tab: Plan, Execute, Review—All in One Place

Say hello to the new Workflow tab inside every trade.

This tab is divided into three collapsible columns:

  1. Preparation – Document your entry plan, stop, target, mindset, and strategy.
  2. Execution – Record what actually happened during the trade.
  3. Review – Reflect, rate, and analyze each component of your trade (1–5 stars).

You can toggle each column on or off or view them side-by-side for a full picture of plan vs outcome.

This isn't just a new layout—it’s a repeatable framework to help you build a consistent trading routine.


🧠 Direction Prediction: Measure Your Market Read

What if your trade idea was right, but you didn’t take it—or got stopped early?

With the new Direction Prediction feature, you can track whether price moved in your expected direction, even on trades you skipped or invalidated.

This helps you:

  • Assess your market bias accuracy
  • Build confidence in your setups
  • Separate trade idea quality from execution quality

📈 It’s a simple checkbox, but a powerful insight.


⚖️ Ideal R:R vs Actual: Spot Your Execution Discrepancy

Now you can log the Ideal Risk:Reward for a trade—what was realistically achievable based on your plan.

Compare that to your Actual Result, and the difference is your discrepancy.

Example:

  • Planned: 3R profit target
  • Closed: 1R
  • Discrepancy: 2R

This metric helps identify:

  • Premature exits
  • Execution hesitations
  • Missed opportunities

And most importantly—it keeps you honest about following your edge.


🤔 Prefer to Review After the Fact? No Problem.

Not all traders pre-plan every detail—and that’s okay.

You can easily hide the Preparation column in the Workflow tab and focus on execution and review only.

The system adapts to your trading style.


🛠️ Other Improvements Worth Noting

  • New price inputs make editing smoother than ever
  • A batch of UI polish and bug fixes to enhance performance

Every update brings us closer to making Trading Vault the fastest, most intuitive journaling platform out there.


🎯 Why This Update Matters

Consistent trading results don’t come from a lucky trade—they come from consistent processes.

With this update, you now have an end-to-end journaling system:

  • Plan your intent
  • Execute with clarity
  • Review to learn and improve

Whether you’re a beginner refining your setups or a pro optimizing your edge, these tools help you stay focused and accountable.

And we’re not done yet—new metrics and stats tied to these features are already in development.


✨ Try It Today

Log in to your Trading Vault dashboard, open any trade—or start a new one—and explore the Workflow tab.

This is just the beginning of a whole new era of trading journaling.

More features. More insights. More growth.

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Robert SandonaRobert Sandona
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