Notebook
With Trading Vault's Notebook feature, you can keep track of your thoughts and ideas, jot down notes and observations, and record your progress as a trader. The flexibility of the notebook allows you to use it however you see fit, whether it be for reviewing your monthly performance, documenting your trading plan, or keeping track of potential trade setups. The possibilities are endless!
To add a new note, simply click the "+" button located next to the "search notes" field. You can then customize your notes by grouping them into subnotes or re-arranging them as needed. The left handle bar can be used to drag and drop notes to different locations, while the menu on the right offers options for creating subnotes and deleting notes.
Examples
- Trading Plan
- Strategy Check List
- Trade Examples
- Monthly Reviews
- Future Goals and Targets
- Watch list
Dashboard
The Trading Journal Dashboard provides a quick overview of your trading performance, including net profit, reward-to-risk ratio, strike rate, and more. Learn how to use the performance widgets, account balance graph, and other features to monitor your trades effectively.
Importing
Learn how to import trades to your journal via Broker syncing or using custom CSV files. Follow these simple steps and easily import your trade data into your account.