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How to Create a Daily Journal Entry

Overview​

Document your daily trading experience, emotions, and observations for continuous improvement.

Steps​

1. Navigate to Daily Journal​

  1. Click "Daily Journal" in sidebar
  2. Or go to Journal from main menu

Screenshot: Journal menu

2. Create New Entry​

  1. Click "New Entry" or "+" button
  2. Select date (defaults to today)
  3. Journal entry form opens

Screenshot: New entry button

3. Fill Journal Sections​

Pre-Market Section​

  • Market Sentiment: Bullish/Bearish/Neutral
  • Key Levels: Support/Resistance to watch
  • Trading Plan: Strategies for the day
  • Goals: What you aim to achieve

During Trading​

  • Trades Taken: Link trades to journal
  • Observations: Market movements
  • Emotions: How you felt
  • Discipline: Following rules?

Post-Market Review​

  • What Worked: Successful aspects
  • What Didn't: Mistakes made
  • Key Learnings: Takeaways
  • Tomorrow's Plan: Adjustments

Screenshot: Journal entry form

4. Add Trades to Journal​

  1. Click "Link Trades" button
  2. Select today's trades from list
  3. Trades attached to journal entry

Screenshot: Linking trades

5. Save Entry​

  1. Click "Save Journal" button
  2. Entry saved for the date
  3. Can edit anytime

Screenshot: Saved journal

Success!​

Your daily journal entry is created.

Journal Templates​

Quick Start Templates​

Choose from:

  • Day Trader Template: Intraday focus
  • Swing Trader Template: Multi-day view
  • Scalper Template: Quick trades focus
  • Blank Template: Fully custom

Screenshot: Template selection

Journal Prompts​

Guided Questions​

Pre-filled prompts help you:

  • "What was my mindset today?"
  • "Did I follow my trading plan?"
  • "What emotions affected my decisions?"
  • "What would I do differently?"

Rich Text Editor​

Formatting Options​

  • Bold, Italic, Underline
  • Bullet points and numbered lists
  • Headings and subheadings
  • Insert images/screenshots
  • Add links

Screenshot: Text editor

Mood Tracker​

Track Your Emotions​

Select from:

  • 😊 Confident
  • 😐 Neutral
  • 😰 Anxious
  • 😤 Frustrated
  • 😎 Calm and Focused

Correlate mood with performance!

Performance Summary​

Auto-Filled Stats​

Journal shows:

  • Day's P&L
  • Number of trades
  • Win rate for the day
  • Best and worst trade
  • Time in market

Checklist Integration​

Daily Checklist​

  • Pre-market checklist items
  • During trading checkpoints
  • Post-market review items
  • Mark completed as you go

Screenshot: Checklist in journal

Attachments​

Add Files​

  • Screenshots of charts
  • Broker statements
  • News articles
  • Trade setup images

Privacy​

Your Eyes Only​

  • Journals are private
  • Not shared with anyone
  • Secure storage
  • Backup automatically

Quick Tips​

  • Journal daily, even if no trades
  • Be honest about mistakes
  • Focus on process, not just P&L
  • Review weekly for patterns
  • Track emotional patterns

Journal Best Practices​

What to Include​

✅ Market context and conditions
✅ Your trading plan for the day
✅ Emotions before/during/after
✅ Mistakes and learnings
✅ What you'll do differently
✅ Gratitude and wins

What to Avoid​

❌ Just listing trades (link them instead)
❌ Blaming market/others
❌ Overly negative self-talk
❌ Skipping on red days

Mobile Journaling​

On the Go​

  • Quick journal entry from mobile
  • Voice-to-text support
  • Add notes throughout day
  • Complete full entry later

Next Steps​

Troubleshooting​

Can't save journal? Check internet connection
Lost my entry? Auto-saves every few minutes
Can't find old entry? Use date picker to navigate
How to delete entry? Open entry, click Delete
Need help? Contact support@tradelyser.com