Journaling your trades in Tradesyncer Turn your raw trades into a reviewable journal with the Dashboard and Journal pages.
📓 How Journaling Works in Tradesyncer
The Journaling module turns your raw trades into a reviewable journal. It has two pages: the Dashboard (/journaling) for the big picture, and the Journal page (/journaling/trades) for reviewing and annotating trades. Every page has a Help button that reopens a guided walkthrough plus the help articles.
Getting Your Trades In:
Use Add Data on the Dashboard to import trades. There are three options:
Sync (auto-sync) — pick a connected broker and Tradesyncer pulls your trades in automatically. You choose the connection, the accounts, and a date range (up to 31 days per sync). Works with Tradovate, ProjectX and Rithmic. ✅ Recommended — keeps your journal up to date with no files to manage.
Manual Import — export a CSV from your broker and upload it. After picking a provider (Rithmic, Tradovate, ProjectX), a Help link shows exactly how to export that provider's file. ✅ Free.
Manage Data — review, sync and delete both auto-synced and manually imported trades from one place. ✅ Good for backfilling older data.
The Dashboard:
A read-only overview of your trading:
Key metrics — headline stats (net P&L, win rate, profit factor, average win/loss and more) in a swipeable strip.
Performance charts — Tradesyncer score, cumulative P&L, drawdown and P&L per day.
Calendar — every trading day colour-coded by P&L. Click a day to open its daily journal.
Best / Total / Worst — your standout trades and totals.
Recent trades — your latest trades; head to the Journal page to slice and annotate them.
New Journal — opens today's daily journal entry directly.
The Journal Page:
The Journal page is the same set of trades viewed four different ways, chosen with the tabs at the top. Filters (source, account, symbol, status, date range) apply across all views.
📌 The four tabs:
Trades — every individual trade in a sortable table (date, symbol, side, quantity, entry/exit price, P&L, %, duration, win/loss). A metrics strip summarises the trades in view, and each row has a journal button that opens the single-trade journal.
Daily — your trading grouped day by day as cards showing each day's P&L and trade count. Open a day to rate the session, write notes and lessons, and attach screenshots.
Weekly — the same idea zoomed out to the week: a daily breakdown, weekly P&L, and a weekly journal for the bigger picture.
Strategy — trades grouped by the strategies you trade, so you can see which setups actually make money. Use Add Strategy to define a setup (name + rules); it then becomes available to tag on individual trades.
Journaling a Single Trade:
Opening a trade (the journal button on the Trades tab) brings up the single-trade journal with four sections:
Details — the trade's stats (symbol, side, size, entry/exit, P&L, duration).
Notes — free-text notes on the trade.
Strategy — tag the trade with one of your strategies so it rolls up under the Strategy tab.
Attachments — attach chart screenshots.
Changes show an Unsaved badge until you save.
💡 Tips:
Start with Sync so trades flow in automatically; use Manual Import or Manage Data for anything older.
Journal at three levels: per trade (what happened), per day, and per week (the bigger picture).
Define your strategies early so you can tag trades and see which setups perform.
Use Help → Play walkthrough on either page for a guided tour that opens these dialogs for you.