Notebook

Trading Vault's Notebook feature allows you to keep track of your thoughts and ideas, jot down notes and observations, and record your progress as a trader. Customize your notes, group them into subnotes, and rearrange them as needed.

The Notebook gives you a flexible writing space that is not tied to one specific trade. Use it for trading plans, monthly reviews, watchlists, research, setup notes, mindset reviews, or any other material that supports your trading process.

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.

Trading notebook with monthly performance reviews, trading plan and study notes for traders to improve their strategy.

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 broker executions into Trading Vault using file uploads, auto-sync, import profiles, custom CSV mappings, and manual row assignment.