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Writing Daily Trading Notes

Capture your daily trading thoughts and observations

The Notebook page provides a dedicated space for writing daily trading notes. Journaling your thoughts before, during, and after trading sessions helps you identify patterns in your behavior, document market observations, and build a record of your evolving trading mindset.

Accessing the Notebook

Navigate to the Notebook page from the sidebar menu. The page has two tabs: Notes and Tasks. The Notes tab shows your journal entries organized by date, with a sidebar list on the left and the editor on the right.

Notebook page showing the note list and rich text editor

Creating a New Note

  1. 1Click the Write a Note button at the top of the page (or New note at the bottom of the sidebar; on mobile, use the floating + button)
  2. 2A new draft entry is created with today's date
  3. 3Enter a title for your note (e.g., "Pre-Market Plan" or "End of Day Review")
  4. 4Write your content using the rich text editor
  5. 5Your note is automatically saved as a draft
  6. 6Click Done to publish it as a permanent entry (or Save as Draft to keep working on it later)

Rich Text Editor

The Notebook uses a Tiptap rich text editor that supports formatting options for writing detailed and structured notes.

  • Bold, italic, and underline text formatting
  • Headings and subheadings for organized structure
  • Bullet and numbered lists
  • Code blocks for pasting trade setup details
  • Links to external resources or chart screenshots

Organizing Notes

Notes are grouped by day in the sidebar (Today, Yesterday, then dated groups), with drafts collected in a separate Drafts section at the top. Each note displays its color, creation time, and title. You can assign a color to each note for quick visual categorization (blue, green, amber, red, purple, or pink).

Build a habit of writing a brief pre-market note each morning with your plan and a post-market note each evening reviewing what happened. Over time, this creates a powerful personal trading playbook.
Draft notes are saved automatically and kept in a separate Drafts section until you publish them -- your entire notebook, drafts and published notes alike, is always private to you. Use drafts to work on notes throughout the day without worrying about losing your content.

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