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How to Create Note Templates

Overview​

Create reusable note templates for consistent trade reviews and journaling.

Steps​

1. Navigate to Note Templates​

Go to Settings > Note Templates

Screenshot: Note templates menu

2. Create New Template​

Click "+ New Template" button

Screenshot: New template button

3. Name Your Template​

Enter descriptive name:

  • "Trade Review Template"
  • "Pre-Trade Checklist"
  • "Post-Trade Analysis"
  • "Setup Documentation"

Screenshot: Template name

4. Add Template Content​

Write your template with prompts:

Example - Trade Review:

Entry Reason:
- Why did I take this trade?
- What was the setup?

Execution:
- Did I follow my plan?
- Entry timing: Good/Bad
- Position size: Correct/Wrong

Exit:
- Target hit or stopped?
- Could I have done better?

Key Learning:
- What worked well?
- What to improve?

Screenshot: Template content

5. Set Template Type​

Choose type:

  • Trade Note: For individual trades
  • Journal Entry: For daily journal
  • Strategy Note: For strategies
  • General: Notebook use

6. Save Template​

Click "Save Template"

Screenshot: Saved template

Success!​

Template created and ready to use!

Pre-built Templates​

Common Templates Available​

Trade Review:

  • Entry analysis
  • Execution review
  • Exit evaluation
  • Lessons learned

Pre-Trade Checklist:

  • Setup confirmed?
  • Risk calculated?
  • Stop loss set?
  • Position sized?
  • Plan documented?

Post-Trade Analysis:

  • What happened?
  • Follow plan?
  • Emotions involved?
  • Next time differently?

Setup Documentation:

  • Pattern description
  • Entry criteria
  • Exit rules
  • Examples

Screenshot: Pre-built templates

Using Templates​

Apply to Trade Notes​

  1. Open trade
  2. Click "Add Notes"
  3. Select template from dropdown
  4. Template inserts
  5. Fill in answers
  6. Save

Apply to Journal​

  1. Create journal entry
  2. Click "Use Template"
  3. Select template
  4. Complete sections
  5. Save entry

Screenshot: Using template

Template Variables​

Dynamic Content​

Use variables (double curly braces):

  • trade_symbol: Auto-fills symbol
  • entry_price: Entry price
  • exit_price: Exit price
  • pnl: P&L amount
  • date: Trade date

Example:

Template: "Trade on {trade_symbol} at {entry_price}"
Result: "Trade on RELIANCE at ₹2,450"

Note: Replace single braces above with double braces in actual templates (use format: open-brace open-brace trade_symbol close-brace close-brace)

Screenshot: Template variables

Sharing Templates​

Team Templates​

  • Share with mentees
  • Import from mentor
  • Community templates
  • Best practices library

Template Categories​

Organize Templates​

Group by:

  • Purpose (Review, Analysis)
  • Frequency (Daily, Weekly)
  • Type (Trade, Journal, Strategy)
  • Author (Personal, Shared)

Screenshot: Template categories

Editing Templates​

Modify Existing​

  1. Find template
  2. Click "Edit"
  3. Update content
  4. Save changes
  5. Future uses updated

Version History​

  • Track changes
  • Revert if needed
  • Compare versions
  • Evolution tracking

Quick Tips​

  • Start with 2-3 core templates
  • Keep prompts clear and specific
  • Use for consistency
  • Update based on experience
  • Share good templates
  • Don't make too complex

Template Best Practices​

Effective Templates​

✅ Clear prompts
✅ Logical flow
✅ Not too long
✅ Actionable questions
✅ Easy to complete

Poor Templates​

❌ Too many questions
❌ Vague prompts
❌ Overwhelming detail
❌ Confusing structure

Common Template Uses​

Daily Journal​

  • Morning preparation
  • Evening review
  • Weekend summary

Trade Analysis​

  • Entry review
  • Exit review
  • Complete analysis

Strategy Documentation​

  • Rules template
  • Example trades
  • Performance review

Screenshot: Template use cases

Mobile Templates​

Quick Access​

  • Templates available on mobile
  • Quick note creation
  • Voice fill (some versions)
  • Sync across devices

Next Steps​

Troubleshooting​

Template not applying? Check template type matches
Variables not working? Check syntax
Can't edit template? May be system template
Too complex? Simplify prompts
Need help? Contact support@tradelyser.com