Journal, Calendar and Reports: a simple weekly review routine

The pages and what each is for

• Trades: log trades by hand, edit them, and add notes, tags and screenshots.
• Calendar: a daily P&L heatmap. Select a day for a full breakdown. Times are shown in New York time (ET).
• Reports: every angle on your trade history. Filter a date range, then read breakdowns by symbol, time, session, weekday, setup and tag.
• Journal: daily notes on every plan. Weekly and monthly reflections with checklists are a Core feature.

A 15-minute weekly routine

1. Open Calendar and scan the week. Click your best and worst days to see the trades behind them.
2. Open Reports and set the range to the week. Check the by-symbol and by-session views for where results came from.
3. Look at the by-tag view. Tags you added to trades (or that Smart tags added) show the worst net impact first.
4. Open Journal, switch to Weekly, and write what worked, what did not, and one thing to change.
5. Carry that one change into next week’s Trading plan.

Reading the reports honestly

Some views only include trades that have the data they need. For example, the by-time view uses only trades with a known entry time (from a broker sync or a time-stamped CSV), and slippage only appears when your source supplies an intended price. If a view says there are not enough trades in the range, widen the range.

The by-day view groups by session date rather than raw calendar date, so an evening trade counts toward the session it trades into.

Make tags do the work

Tags make the by-tag report useful. Add them as you log, or let Smart tags add them automatically on import. See the Smart tags guide.