Tags, strategies, and notes
Raw fills tell you what happened. Tags, strategies, planned risk, and notes tell you why, and they are what the dashboard's per-tag P&L and the R column are built from.
The trade detail modal
Click any row on Journal → Trades to open the trade's detail modal. Above the edit fields you get the trade's summary: symbol, side, quantity, entry, exit, P&L, result, and account. Below it:
- Tags: type a tag and press Enter to add it; press Backspace in the empty field to remove the last one, or click the × on any chip. Tags feed the dashboard's P&L-by-tag table, so a consistent vocabulary ("breakout", "fomo", "news") pays off fast.
- Strategy: a dropdown of the strategies you have defined, or None.
- Planned risk ($): the dollar amount you intended to risk. As you type, a live readout shows the resulting R, e.g.
R = 2.00. This is the only input R needs. - Notes: free text, up to 2,000 characters per trade.
Press Save and the dashboard reflects the changes on its next load.
Strategy Management
The Journal → Strategy page is where strategies are defined. Click Add Strategy, name it, and build criteria sections. Each section has a title (say, "Entry Criteria") and numbered rules you add one line at a time. A strategy is a checklist you can hold yourself to, not just a label.
Each strategy card shows a win-percentage donut plus wins, losses, total trades, and total P&L for every trade assigned to it. Deleting a strategy removes the definition only, and the trades keep their history.
Day journals and attachments
Notes also exist at the day level. Open a day from the dashboard's monthly calendar or from the Daily page; the day modal has four tabs: Statistics, Notes, Trades, and Attachments.
- Daily notes hold up to 20,000 characters, enough for a full session review.
- Attachments accept chart screenshots as PNG, JPEG, GIF, or WebP, up to 10 MB each.
A day you have written on carries a small Notes mark next to its date on the Daily page. Click the mark to reopen what you wrote: it goes straight to the Notes tab. Days without notes show nothing, so the mark is a reliable answer to "did I write this one up?".
Quick answers
Can one trade have several tags?
Yes. Add as many as you want; the trade counts toward each tag's row in the P&L-by-tag table.
What happens to trades when I delete a strategy?
Nothing. The trades keep their recorded history; only the strategy definition and its card disappear.
Where do I see R after setting planned risk?
In the trade detail modal as a live readout, and as the trade's R multiple wherever the journal reports it.