Risk Disclosure

Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one’s financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure

Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program despite trading losses are material points that can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program that cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

Journalit
Journalit

Getting Started

WelcomeWhat's NewInstallationQuick StartAuthentication

Core Features

Home ViewDashboardAccount ManagementProp ChallengesManual EntryTrade NotesSetupsReview SystemLayout BuilderSession ModeTrade ImportTrade LogNavigation SidebarSettings
Trade Sync Guides
Broker Export Guides
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Docs/Getting Started/Authentication

Authentication

Continue with Journalit

Trading platformsCompare direct sync and supported imports.CSV trade importImport broker exports into your journal.Obsidian pluginUse Journalit inside your vault.Trading journal templateSee the default vault structure.MetaTrader journalUse MT4 sync or import MetaTrader statements.

Quick Start

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Authentication OverviewFree vs Premium AccessWhere Authentication Lives In The PluginWhen You Will Be Asked To Sign InDevice Flow ProcessStart sign-in from the pluginCopy the device codeOpen the activation pageSign in with your providerEnter the code and continue activationWait for the plugin to detect successOAuth ProvidersSession RefreshWhat The Account Tab Shows After Sign-InSigning OutPrivacy And DataTroubleshooting

Journalit uses OAuth sign-in with Google, GitHub, or Discord through a device flow. Authentication is optional for the local-first core workflow, but it is required for backend-dependent premium features such as Trade Sync and AI CSV mapping.

Important

If you only use the local core workflow, you do not need to sign in. Your trade notes, journal files, and review content stay in your Obsidian vault.

Authentication Overview

Local-first core workflow

Manual trade entry, notes, analytics, reviews, and the rest of the local journalling workflow work without an account.

Backend-dependent premium features

Trade Sync, AI CSV mapping, and Economic Calendar require sign-in because they depend on Journalit's backend services.

Device flow login

The plugin gives you a code, opens the activation page in a browser, and then polls until the sign-in is completed.

Free vs Premium Access

Manual trade entry

Create and manage trades locally without logging in.

Analytics and reviews

Use dashboards, review workflows, and other local analysis tools without cloud auth.

Basic account tracking

Keep working with the plugin locally even when you never connect an account.

Reality check

Authentication is not there to lock your journal away. It is there because the premium workflow depends on backend services. The local journal remains local.

Preview before upgrading

Any authenticated account can activate the plugin and preview a supported Trade Import file. You only need Pro when you choose to import the prepared trades into your vault.

Where Authentication Lives In The Plugin

The authentication UI lives under Settings → Journalit → Account & Sync.

Account identity card

Shows your email when signed in, or Guest when signed out, plus an online or offline status indicator.

Tier badge

Shows the current plan tier such as Free, Pro, or Enterprise when available.

Sign in or sign out

The same tab handles the device-flow sign-in action and clean sign-out.

Manage Subscription

When signed in, the tab links out to the Journalit dashboard so you can manage subscription details.

Journalit Account and Sync settings in the signed-out state, showing Guest and Offline beside a Sign in or Sign up action, above rows for Trade Sync, Trade Import and Economic Calendar

When You Will Be Asked To Sign In

From Account & Sync settings

You can sign in proactively from Settings → Journalit → Account & Sync at any time.

From connected flows

Trade Import asks you to sign in before its free server-side preview. Premium features such as Trade Sync also prompt you to sign in before checking access.

During onboarding

Onboarding can open the Trade Import or Trade Sync flow. The sign-in gate appears when the selected flow actually requires authentication.

Device Flow Process

Sign in to Journalit modal showing an eight-character authentication code with a copy button, the four numbered activation steps, an Open browser to sign in action, and a waiting for sign-in indicator

Start sign-in from the plugin

Open Settings → Journalit → Account & Sync and click Sign in / Sign up.

Copy the device code

Journalit generates a short code and shows it inside the sign-in modal.

Open the activation page

Use the plugin's browser button to open journalit.co/activate. If browser opening fails, the modal also supports a fallback link workflow.

Sign in with your provider

If you are not already signed in on the web, continue with Google, GitHub, or Discord.

Enter the code and continue activation

Complete the activation flow in the browser using the code shown in the plugin.

Wait for the plugin to detect success

The plugin polls automatically and updates Sync account settings once the session has been stored successfully.

Expected timing

The device flow is usually quick. If it drags on, the problem is more likely an expired code, blocked browser launch, or incomplete activation than the polling itself.

OAuth Providers

Google

Good default choice if you already use Google for your personal or trading workflow.

GitHub

A clean option if you prefer to keep product access tied to your GitHub identity.

Discord

Convenient if Discord is already part of how you interact with the Journalit community.

The live web auth configuration supports all three providers. Choose the identity you are most comfortable keeping long term.

Session Refresh

After device activation, Journalit refreshes the backend session automatically when the current access period expires. Protected requests can retry once with the refreshed session, including Trade Import and background sync workflows.

Fewer repeated sign-ins

Normal session expiry does not require another device activation while the refresh session remains valid.

Secure credential storage

Session credentials use Obsidian's secret storage rather than being written into the normal plugin settings file.

Clear recovery path

If refresh is rejected or the session is revoked, Journalit returns to the normal sign-in flow instead of silently looping requests.

What The Account Tab Shows After Sign-In

Email and status

The account card shows the signed-in email and an online indicator.

Tier-specific feature tags

The tab shows which features belong to your active plan, including locked versus unlocked states for some tiers.

Manage Subscription link

The tab links to the web dashboard for subscription management.

Auth support actions

If repeated auth problems occur, the tab can show copy-report and Discord support actions.

Signing Out

Go to Settings → Journalit → Account & Sync and click Sign out.

What stops working

Backend-dependent premium features like Trade Sync and AI CSV mapping require an active sign-in session.

What keeps working

Your local notes, trade history in the vault, dashboards, and the broader local journalling workflow continue normally.

What happens to existing data

Signing out does not remove your existing vault content.

Privacy And Data

Local-first journal

Trade notes, screenshots, analysis, and review content stay in your Obsidian vault.

Account data

Journalit stores the account data needed for sign-in state and subscription access, such as email and tier information.

Trade Sync exception

If you use Trade Sync, the backend stores the connection credentials, provider identifiers, and trade data required for the provider you choose. Your notes and analysis remain in your vault.

Bottom line

Authentication enables premium backend features. It does not change the local-first nature of your vault.

Troubleshooting

Need help?

Join the Discord community if you need help with sign-in or activation problems.