Journalit

Navigation Sidebar

The navigation sidebar gives you a persistent control panel for moving through Journalit without bouncing between ribbon icons, folders, and repeated command-palette searches. It combines pinned navigation with fast search across trade notes and review notes.

What it is best at

Use the sidebar when you want one place to open core views, jump between review periods, and find specific trades faster than manual folder browsing.

Navigation sidebar showing the Overview, Reviews, and Tools sections inside Journalit

Persistent navigation

Keep core Journalit destinations visible in the left sidebar instead of reopening them from scratch every time.

Review-first workflow

Jump straight to today's DRC or the current weekly, monthly, quarterly, and yearly reviews.

Built-in search

Search trade notes and review notes from the same panel instead of switching to another view first.

Open The Sidebar

Use the left sidebar

When the sidebar is enabled, Journalit keeps it in the left side panel as its own view.

Reopen it from the command palette

Press Ctrl+P and run Open navigation sidebar if you closed it or want to bring it back into view.

Choose how it opens results

Set the sidebar to open targets in a new tab or replace the active tab in Settings.

What The Sidebar Contains

The sidebar is split into three sections.

Overview

Home, Trading Dashboard, Trade Log, and Account Dashboard.

Reviews

Today's DRC plus the current weekly, monthly, quarterly, and yearly review notes.

Tools

Add Trade, Layout Builder, CSV Import, and Position Size Calculator.

These items are meant to cover the destinations many traders open repeatedly during the day and during review.

Search Trades And Reviews

Navigation sidebar search showing grouped trade and review results

The search box is where the sidebar becomes more than a shortcut list.

Trade-note search

Search by ticker, direction, status, account, setup, mistake, tags, and related trade-note text tokens.

Review-note search

Search DRC, weekly, monthly, quarterly, and yearly review notes from the same input.

Grouped results

Results appear under Trades and Reviews so you can tell immediately what kind of note you are about to open.

Keyboard support

Use arrow keys to move through results, Enter to open the selected result, and Escape to clear the current search.

Practical Search Use Cases

Find a ticker fast

Search for instruments such as ES, NQ, EURUSD, or BTC to jump straight to matching trades.

Review a setup

Search for a setup name to pull up the trades tied to that pattern.

Audit recurring mistakes

Search mistake labels to surface the trades where the same problem appeared.

Jump by account

Search a trading account name when you want trades from one account without reconfiguring a larger view first.

Customise The Sidebar

Navigation sidebar in customise mode with drag handles, hide controls, and hidden items restore area

The sidebar is customisable per user, so it does not have to stay in the default order forever.

Turn on customise mode

Use the customise control at the top of the sidebar to switch into edit mode.

Reorder items

Drag items into the order that matches how you actually work. Reordering stays within each section, so Overview, Reviews, and Tools remain structured.

Hide what you do not use

Remove low-value items from the visible list if they are adding noise.

Restore hidden items later

Hidden items stay available in a Hidden Items area, so you can bring them back without resetting the whole sidebar.

Tab Behaviour

The sidebar can open destinations in two ways.

Open in new tab

Useful if you want to keep the current view visible while exploring trades or reviews from the sidebar.

Replace active tab

Useful if you treat the sidebar as the main way to swap what is shown in your working tab.

This setting applies both to sidebar navigation items and to search results.

Related page

Configure tab behaviour in Settings.

What Search Covers And What It Does Not

When To Use It Instead Of Other Views

Use the sidebar for speed

Best for opening something quickly when you already know roughly what you want.

Use Trade Log for deeper analysis

Best when you need filters, sorting, columns, and batch actions across a larger trade set.

Use Home for a full workspace

Best when you want widgets, goals, and a broader working dashboard rather than a compact navigation panel.

Bottom line

The navigation sidebar is the fastest way to move through Journalit's core views and note history. If you often think, "I know the trade or review I want, I just want to open it quickly," this is the feature built for that.

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