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.
Session Mode is a phase-aware trading workspace for the active session. It helps
you prepare before the window opens, stay focused while trading, capture session
notes as they happen, and carry useful lessons into review.
This brings Journalit into the trading process itself, rather than limiting it
to analysis after trades have closed. You can prepare deliberately, check your
process while decisions are live, and review the session afterwards with the
full context still connected.
Best use of Session Mode
Use it when your trading day has defined windows, pre-session preparation,
live execution rules, breaks, and end-of-session review habits.
What Session Mode Includes
Phase-aware workspace
The view adapts across Preparation, Waiting, Break, Live, and Ended phases based on your configured session windows.
Session Log
Capture manual session notes and review trade-derived timeline entries in the same session context.
Trade Gate
Run a configurable decision workflow before or during trades so process checks happen while they matter.
DRC connection
Session entries are stored on the Daily Report Card and grouped by configured session windows during review.
Session Phases
Session Mode changes based on where you are in the trading window. You do not
need one screenshot for every phase in the docs, but the phases are different
enough that the documentation should explain what each one is for.
Preparation is the planning phase before the configured session window. Use
it to review the day, prepare levels or scenarios, check goals, and make
sure your rules are clear before execution begins.
Planning first
Preparation keeps the session focused on intent before any trade pressure appears.
Customisable layout
Choose which preparation modules appear when this phase matters to your workflow.
DRC context
Preparation belongs with the Daily Report Card, so session planning and later review stay connected.
Waiting appears when the session is not active yet. It stays intentionally
quiet so the workspace does not invite unnecessary note-taking or action
before the session starts.
Passive state
Waiting shows the session timing context without turning into a second dashboard.
Low clutter
Timeline and composer-style tools stay out of the way until they are useful.
Break appears during configured pauses. The point is to reset, not to keep
trading through a pause because the journal is still open.
Reset cue
Break keeps the workspace calm and reinforces the pause in your session plan.
Focused by design
The phase avoids extra modules so the break remains a break.
Live is the active trading phase. This is where Session Log entries, trade
timeline context, and Trade Gate workflows matter most.
Session Log
Capture market observations, psychology notes, trade context, and lessons while the session is active.
Trade Gate
Run a decision workflow before or during a trade without leaving the live workspace.
Current-session filtering
Live mode focuses on entries that belong to the active configured session window.
Ended is the post-session phase. Use it to review what happened, jump into
the DRC, and carry lessons forward while the session is still fresh.
Review handoff
Open the related Daily Report Card and review the session with the relevant timeline and notes nearby.
Lesson capture
Lesson-tagged Session Log entries are easier to surface during review.
Customisable layout
Choose which ended-session modules help you close the loop cleanly.
Configure Sessions
Open Journalit settings, then go to Journal Setup to configure
Session Mode.
Define session windows
Add the trading windows that matter to your process. Session grouping is derived
from timestamps and configured windows, so entries outside a configured window
appear under Outside sessions.
Choose phase layouts
Preparation, Live, and Ended phases can be customised so the workspace shows the
modules you actually use. Waiting and Break stay intentionally focused.
Customise Session Log tags
Edit the tags used for session notes, such as Analysis, Trade, Market,
Psychology, Lesson, and Uncategorized.
Configure Trade Gate workflows
Build the decision workflow you want to use before or during a trade. Start
with the included workflow, then adapt its questions, options, and outcomes to
your own rules. See Build a Trade Gate workflow
for the full walkthrough.
Session Log
The Session Log is for notes that belong to the session rather than to a single
trade.
Manual entries
Capture observations, emotions, market changes, execution notes, and lessons while the session is active.
Trade timeline
Show automatic trade entry and exit events alongside manual notes, or hide those events when they add noise.
Lesson surfacing
Entries tagged as lessons can be surfaced in review so important observations do not disappear into the timeline.
Review widget
Add the Session Log widget to DRC layouts in Layout Builder to review session activity by configured window.
Control automatic trade events
In Session Mode settings, open Session log and use
Trade entries and exits to control automatic trade timeline
events. Turn it off when you want the live Session Log and the DRC Session Log
widget to show only notes you wrote yourself. Manual entries remain visible, and
ended-session trade statistics still use the full session data.
Trade Gate
Trade Gate turns checklist-style discipline into an active workflow. Use it for
rules that should be confirmed before acting, such as setup validity, risk,
news, position size, or emotional state.
Configurable workflows
Build gates with the steps and outcomes that match your process.
Live execution
Run a gate inside the Live phase without leaving the session workspace.
Persistent state
Completed and restarted gate state is stored with the DRC session context.
Build a Trade Gate workflow
A Trade Gate is a decision tree. It starts with one question, then each answer
leads either to another question or to a final outcome. Build it around the
decisions you genuinely need to make before placing a trade, rather than trying
to turn every trading rule into a separate question.
The idea to remember
Every option needs a destination. Choose another question when the trader
needs to make one more decision. Choose an outcome when the decision is
complete.
Understand the building blocks
Question
A decision point, with a title, a prompt, and one or more options.
Option
An answer button the trader selects, such as Yes, No, or News soon.
Destination
The question or outcome an option leads to.
Outcome
The end of a path. Outcomes are Green light, Wait, or No trade, and their displayed title and description can be customised.
For example, a simple workflow can look like this:
Is this an A-grade setup?├─ No → No trade└─ Yes → Is risk defined before entry? ├─ No → Wait └─ Yes → Green light
The first Yes does not finish the workflow because it leads to a
second question. The other answers finish a path because they lead to an
outcome.
Create or open a workflow
Open Journalit settings, choose Journal Setup, then open
Session Mode. Find Trade Gate and either
expand the built-in Basic entry gate or select
Add to create another one.
Start with the Basic entry gate
We recommend adapting the built-in Basic entry gate before creating a
workflow from scratch. It gives you a working decision path and the standard
Green light, Wait, and No trade outcomes. Replace its questions and option
labels with your own entry rules, then add branches only where your process
needs another decision.
Name the workflow and choose its first question
Give the workflow a name that tells you when to use it, such as
London open pullback or High-impact news check. Use
the Start question selector to choose the question that should
appear first when you start the gate.
The flow map beneath these fields is a visual check of the workflow. You can
click a question, outcome, or option label in the map to edit it.
Write the first question and options
Click the first question in the flow map. In the editor, set a short
Question title and write the full prompt the trader needs to
answer. Then add or edit its options.
Use the title as a quick label, such as Setup quality. Use the
prompt for the actual decision, such as Does this setup meet every rule in my plan?.
Choose where each option goes
Each option row has a destination selector. This is where you decide whether
the answer continues the workflow or ends it:
Select a question to show that question next.
Select Green light, Wait, or
No trade to finish the workflow at that result.
For a question with four options, configure all four destinations independently.
For example, Yes could lead to a risk question, while the other
options could lead straight to Wait, No trade, or
Green light.
Add a follow-up question
To continue a path, select the question that should come before the new one in
the flow map. Then select Add Branch Question. Journalit adds a
new question and creates a new option on the selected question that leads to
it.
Edit the new option label and the new question straight away. Until the branch
question is connected and edited, the editor keeps it separate from further
branch creation so you do not lose track of where the new path belongs.
Configure outcomes
Outcomes end the current gate run. Click an outcome in the flow map to edit its
type, title, and description. The outcome type controls whether it is treated
as Green light, Wait, or
No trade. The title and description are the guidance shown to
the trader when that path is reached.
Keep outcome wording direct. For example, a Wait outcome might say
Wait for confirmation and explain which condition is still
missing.
Check the full path before using it
Use the flow map to follow each option from the start question to an outcome.
Every path you expect a trader to take should finish at Green light, Wait, or No
trade. The editor lists unconnected questions below the map, so reconnect or
remove them before relying on the workflow in a live session.
Keep the gate short enough to use under pressure. Add a follow-up question only
when its answer changes the next decision.
Simulate the workflow
Use the Play control on an expanded Trade Gate workflow to test its current
draft directly in Settings. The simulator starts at the first runnable question
and follows the same options and outcomes as the live Trade Gate.
Unsaved drafts
Test question, option, and routing edits before saving the workflow.
Local simulation
Simulated answers and outcomes stay in Settings and are not written to the Daily Report Card.
Real workflow paths
Completed steps, the active question, available answers, and the final outcome follow the live traversal rules.
Restart safely
Restart the simulation at any time. Routing changes reset it, while copy-only edits preserve the current progress.
Show and run Trade Gate in Live mode
In the Phase layouts section of Session Mode settings, open
the Live tab and make sure Trade Gate is
enabled. Trade Gate appears in Session Mode during the Live phase when this
module is part of the layout.
Select the workflow in the Trade Gate panel and choose Start.
Each selected option is kept visible as a completed step. When an option leads
to an outcome, the run completes and shows its result. Use the restart button
to begin another run with the same workflow.
Review The Session
At the end of a session, use the Ended phase and the DRC Session Log widget to
review what happened while the context is still fresh. The goal is to connect
preparation, live decisions, trades, and lessons in one workflow instead of
splitting them across disconnected notes.
