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How to Add Trades to Your Journal

Overview​

Link your trades to daily journal entries for complete context and review.

Steps​

1. Open Journal Entry​

  1. Go to Daily Journal
  2. Open existing entry or create new one
  3. Find the "Trades" section

Screenshot: Journal trades section

Option A: Auto-link today's trades

  1. Click "Link Today's Trades"
  2. All trades from the date added automatically

Option B: Select specific trades

  1. Click "Add Trades"
  2. Select trades from list
  3. Choose which ones to link

Screenshot: Link trades button

3. View Linked Trades​

  • Trades appear in journal
  • Quick summary shown
  • P&L displayed
  • Click to view full details

Screenshot: Linked trades in journal

4. Add Trade Notes​

For each linked trade:

  1. Click "Add Note" next to trade
  2. Write specific observations
  3. Save notes within journal

Screenshot: Trade notes in journal

Success!​

Trades are linked to your journal entry.

Benefits of Linking​

Context Preservation​

📝 See trades with daily context
📝 Remember market conditions
📝 Recall your mindset
📝 Complete picture of the day

Easy Review​

📊 All data in one place
📊 Trade execution vs plan
📊 Quick performance recap
📊 Visual timeline

Trade Display in Journal​

Information Shown​

  • Symbol and direction
  • Entry and exit times
  • P&L and ROI %
  • Rating (if rated)
  • Tags (if tagged)
  • Quick stats

Screenshot: Trade display format

  1. Click "X" or "Unlink" next to trade
  2. Trade removed from journal
  3. Trade still exists in Trades log
  4. Just removes the link

Multiple Days​

For multi-day positions:

  • Link entry in first day's journal
  • Link exit in closing day's journal
  • Track the full journey

Trade Analysis in Journal​

Per-Trade Review​

Add notes for each trade:

  • Why did I take it?
  • How did I manage it?
  • What was the outcome?
  • What did I learn?

Pattern Recognition​

Over time, see:

  • Which setups work best
  • Common mistakes
  • Emotional triggers
  • Best trading times

Quick Tips​

  • Link trades at end of day
  • Add context while fresh
  • Review trade execution vs plan
  • Note emotions for each trade
  • Track setup success rate

Bulk Linking​

Add Multiple Trades​

  1. Select date range
  2. Click "Link All Trades"
  3. All trades from period linked
  4. Review and remove unwanted

Auto-Linking (Pro Feature)​

Automatic Association​

Enable in settings:

  • Trades auto-link to journal
  • Based on trade date
  • Can unlink manually
  • Saves time

Screenshot: Auto-link setting

Trade Performance in Journal​

Daily Stats​

Journal automatically shows:

  • Total trades for the day
  • Win rate
  • Best performing trade
  • Worst performing trade
  • Average P&L

Filtering Journal by Trades​

Find Entries with Trades​

  1. Filter journals by:
    • "Has trades"
    • "Profitable days"
    • "Loss days"
    • "Specific symbol"

Next Steps​

Troubleshooting​

Trades not showing? Check date matches
Can't link trade? Trade may already be linked
Wrong trades linked? Unlink and reselect
Missing trades? Import or sync them first
Need help? Contact support@tradelyser.com