Settings
Settings is where Journalit becomes your actual trading workspace instead of a generic plugin install. This is where you define how notes are created, how reviews repeat, how Trade Sync behaves, and how your own taxonomy is applied across the system.
Settings structure
Journalit's settings are organised into five tabs: General, Trades, Journal Setup, Sync, and Advanced.
Obsidian 1.13's settings search can find Journalit's main settings directly. Complex account, sync, import/export, and customisation workflows still open the same Journalit-controlled panels inside the settings area.
How To Open Settings
Open the command palette
Press Ctrl+P in Obsidian.
Run the settings command
Search for Open Journalit Settings and run it.
Or use Obsidian's plugin settings
You can also open Journalit from Obsidian's Community Plugins settings area.
Settings Overview
General
Core identity, interface preferences, Home behaviour, journal location, privacy mode, and help links.
Trades
Trade-entry defaults, analytics date basis, break-even rules, risk defaults, copy-trading display, and calculation preferences.
Journal Setup
Review defaults, customisation libraries, custom fields, Session Mode, and workflow structure.
Sync
Account sign-in, Tradovate and MetaTrader 4 setup, provider status, vault mappings, synchronisation controls, and Trade Import settings.
Advanced
Notifications, storage, privacy, backup, import/export, and reset tools.
The Five Tabs
The General tab controls the settings you feel every day.
Core identity
Set currency, language, and display name, and jump out to the docs, Discord, or GitHub directly from the tab.
Home behaviour
Control whether Home opens automatically, choose a background image, open the navigation sidebar, configure sidebar tab behaviour, and filter Recent Items.
Journal location
Choose where Journalit stores journal content and update image paths after moving the journal folder.
Privacy
Use Privacy Mode when you want sensitive trading and account values hidden across Journalit views.
The Trades tab controls trade-entry defaults and calculation behaviour.
Date and time
Choose date naming format, 24-hour time, week structure, and trading-day cutoff time.
Analytics basis
Choose whether Dashboard and Home analytics group closed trades by entry date or exit date.
Risk and break-even rules
Set break-even threshold rules, default risk amount, R-multiple display, and MAE/MFE input and display units.
Trade form behaviour
Control trade note opening, copy-trading display, dollar-value input, direct P&L workflows, and Gallery folders.
The Journal Setup tab groups review workflow setup and customisation.
Review defaults
Pick default layouts, recurring goals, checklists, auto-create behaviour, and scalper defaults.
Reusable option lists
Maintain tickers, account types, setups, mistakes, tags, and events in one place.
Symbol mappings
Map imported symbols to a base instrument so futures and alternate naming schemes stay consistent.
Trade form layout
Choose the trade form input mode, fixed or prompted asset type behaviour, visible blocks, and hidden optional fields.
Custom trade fields
Add your own structured fields with validation rules and option lists when the default schema is not enough.
Session Mode
Configure session windows, phase layouts, Session Log tags, and Trade Gate workflows.
The Sync tab is the backend operations surface, not just a simple toggle page.
Access gating
Trade Sync is blocked until you are signed in, and is also gated by your plan tier.
Trial and sign-in
When signed out, Sync shows the 14-day Pro trial action and a separate sign-in path for existing subscribers.
Provider status
See whether Tradovate and MetaTrader are connected, paused, synchronizing, or waiting for attention.
Provider setup
Configure Tradovate account history and vault mappings, or register the vault and create MetaTrader 4 FTP credentials.
Account mapping
Map provider accounts explicitly to the local Journalit accounts used by this vault.
Trade Import
Configure import-related settings and open the import workflow from the sync area.
The Advanced tab is for operational controls and recovery tools.
Notifications
Control sync, trade, and update notifications.
Storage and privacy
Review storage-related controls and privacy-sensitive options in one place.
Settings backup
Export or import Journalit settings when moving vaults or protecting a major configuration change.
Reset tools
Return Journalit settings to defaults when a clean configuration is the safer recovery path.
General Tab
The General tab groups together the defaults that shape Journalit's day-to-day behaviour.
Core Preferences
Currency
Choose the base currency used for monetary values and conversions across the plugin, including Indian Rupee and Danish Krone.
Language
Use Journalit in supported interface languages, including English, Spanish, Simplified Chinese, Russian, French, German, and Vietnamese.
Display name
Set the name Journalit should show in personalised UI areas such as Home View.
Unrealised P&L analytics
Choose whether Dashboard Net P&L includes price snapshots from open positions.
Quick links
Open the public docs, Discord, or GitHub directly from the top of the tab.
Include unrealized P&L in analytics affects the Dashboard Net P&L total only. Journalit shows the unrealised contribution separately, while settled outcome statistics such as win rate and streaks remain based on realised trades.
Home View Settings
Home auto-open
Choose whether Home should open always, only when nothing else is open, or never on startup.
Home background
Choose or clear an image for Overview mode, with an option to show the same background in Dashboard mode.
Open Sidebar
Reveal the existing Journalit navigation sidebar or create it in Obsidian's left sidebar.
Navigation sidebar tab behaviour
Choose whether sidebar items open in a new tab or replace the active tab.
Filter recent items
Restrict the Recent Items widget to Journalit files when you want a cleaner trading-focused landing page.
Related page
See Navigation Sidebar for the full sidebar workflow, including search and customisation.
Folder And File Behaviour
Journal folder location
Pick the folder where Journalit stores journal content instead of relying on the default path forever.
Update image paths
Run the image-path update action after moving the journal folder so older note screenshots do not point at stale paths.
Trades Tab
The Trades tab groups the defaults that shape trade entry, calculation, and analytics behaviour.
Trade Settings
Trade note behaviour
Automatically open newly created trade notes if that matches your workflow.
Date and time format
Choose date naming format, whether the plugin should use 24-hour time, and whether trade entry and exit fields should include seconds.
Calendar behaviour
Control weekend skipping, week start day, and trading-day cutoff time.
Analytics date basis
Choose whether Dashboard and Home analytics group closed trades by entry date or final exit date.
Break-even and risk rules
Set a fixed break-even range or a percentage-of-current-balance threshold, alongside default risk amount and R-multiple display.
Copy-trading display
Show copy-trading-adjusted P&L when that matters to your account setup.
Input preferences
Choose whether to use dollar-value input and how MAE/MFE should be entered.
MAE/MFE display unit
Show supported futures MAE/MFE values in currency or ticks across Dashboard, reviews, and Trade Log.
When MAE/MFE Display Unit is set to Ticks, eligible futures trades show tick-based values across Dashboard, reviews, and Trade Log. Trades without valid tick size, tick value, or contract data are excluded from tick aggregates rather than mixed with currency values.
Media Gallery Folders
Add vault folders when the Trade Log Gallery should include media that is not attached to a trade or review note. Journalit scans configured folders recursively for supported images, video, GIFs, and Excalidraw files. Nested configured folders are deduplicated.
Advanced Tab
The Advanced tab keeps operational controls and recovery tools separate from day-to-day setup.
Notifications And Data Management
Sync notifications
Show or hide completion notices for sync jobs.
New trade notifications
Control whether Journalit should notify you when new trades arrive through sync.
Update notifications
Decide whether plugin update prompts should appear.
Privacy mode
Hide sensitive trading and account values across dashboards, Trade Log, Home widgets, review widgets, charts, tooltips, search, and CSV previews.
Export settings
Download your current settings as a backup or transfer package.
Import settings
Load a previously exported configuration into the current vault.
Reset to defaults
Return the plugin to its default settings state when your configuration needs a clean reset.
Practical advice
Export settings before making bigger structural changes to layouts, trade-field setup, or sync behaviour. It is the simplest recovery path if you over-edit the configuration.
Journal Setup Tab
The Journal Setup tab controls the repeatable structure behind review notes, trade form layout, Session Mode, and customisation libraries.
Review Settings
Default Layouts
Trade layout
Choose the default layout for trade notes.
DRC layout
Choose the default Daily Report Card structure.
Weekly to yearly layouts
Set separate defaults for weekly, monthly, quarterly, and yearly reviews.
Open Layout Builder
Jump straight into Layout Builder from the tab when you need to change the underlying layout system.
Recurring Structure
Daily recurring goals
Add the goals that should appear automatically in new DRCs.
Weekly recurring goals
Keep weekly priorities consistent by injecting them into each new weekly review.
Pre-trade checklist
Maintain the checklist that appears in your DRC preparation flow.
Weekly checklist
Maintain repeatable preparation tasks that appear in new weekly reviews.
Auto-Create Reviews
Global auto-create
Use the master switch to control review auto-creation behaviour at the top level.
Navigation-based DRC creation
Create a DRC automatically when you navigate to a day without one.
Weekly, monthly, quarterly, yearly creation
Apply the same navigation-based behaviour to longer review periods selectively.
Scalper Defaults
Count mode
Define the default counting mode used by the scalper workflow.
Source mode
Set the default source mode used in the same workflow.
Auto-apply session mistakes
Automatically apply session mistakes to trades when that matches how you review high-frequency trading behaviour.
Related pages
Use Layout Builder to build the actual layouts and see the broader workflow in Review System.
Customisation Settings
Customisation settings are where Journalit becomes specific to your own trading language.
Option Libraries
Tickers and symbols
Maintain commonly used instruments instead of typing inconsistent symbol names by hand.
Instrument cost rules
Configure per-side or round-trip commission rules for a ticker, optionally scoped to specific accounts.
Account types
Create account labels that reflect real stages like demo, evaluation, funded, or personal live.
Setups, mistakes, and tags
Keep your analysis vocabulary consistent across trade forms, Setups, filtering, and review. Custom tags can use their own colours.
Events
Track recurring market-context events, assign event colours, and save default notes for events you annotate repeatedly.
Tags use one global library across trades and Setups. Deleting a global tag removes it from Journalit trade and Setup notes. Resetting the tag library does not remove tags already stored in those notes.
Commission rules apply to future manual trades and imports when the commission field is empty or zero. Use them when a symbol has predictable costs that you do not want to type into every trade.
Symbol Mappings
Imported to base symbol mapping
Map alternate imported names back to a canonical symbol so trade data stays consistent.
Broker-format cleanup
Useful when broker exports and your preferred naming scheme do not match.
Custom Fields
The current custom-field editor is much more capable than a simple text-field adder.
Field types
Create text, number, dropdown, multiselect, date, datetime, and time fields.
Validation rules
Set required fields, text length limits, and numeric min or max constraints where appropriate.
Field ordering
Move custom fields up or down to control the order shown in settings and in the trade form Advanced tab.
Trade Log currency display
Format number fields as currency in Trade Log columns when a custom metric represents money.
Dropdown and multiselect options
Manage allowed option values directly in settings instead of relying on free-form note edits.
Frontmatter key preview
See the generated field key and catch reserved-key conflicts before saving the field.
Cross-app usage
Custom fields can flow into Trade Log columns and into filtering across Trade Log, Dashboard, and Review notes where supported.
Review fields are managed separately from trade fields. Use them when you want structured planning context such as bias, focus, intent, or mistakes to avoid in DRCs and higher-timeframe review notes without adding those fields to every trade note.
Named review field groups include move-up and move-down controls. Their saved order controls how the groups appear in Review Context Fields widgets, including widgets that are already open. Ungrouped fields remain at the end.
Sync Tab
Trade Sync is the gated workflow surface for MetaTrader and Tradovate provider status, setup actions, vault account mapping, and synchronisation support.
Provider cards
Tradovate
Review connection state, complete provider-account and history setup, map vault accounts, synchronize this vault, and open Journalit.co for OAuth lifecycle management.
MetaTrader
Create MT4 FTP credentials, review backend status, manage linked accounts, and control the report-based synchronisation workflow. MT5 uses Trade Import.
Both can be active
Tradovate and MetaTrader can operate independently in the same Journalit setup.
Trade Import stays separate
CSV and file-based import controls remain a separate backup, migration, and one-off workflow.
Access Gating
Sign-in required
If you are not authenticated, the tab shows a clear sign-in gate instead of pretending the controls are usable.
Plan gate
Trade Sync is also gated by your subscription tier and can show upgrade and refresh-tier actions.
Status Dashboard
Connection status
See whether the backend connection is healthy.
Quick actions
Refresh provider state, start the supported synchronisation action, or open provider account management.
Useful status only
Healthy providers keep the summary concise. Progress, conflicts, and errors appear when they need attention.
Error support
When sync-related problems happen, the tab can show error summaries plus copy-report and Discord support actions.
MetaTrader setup
Register the vault
Use the vault registration action so Journalit's backend knows where synced data should be delivered.
Create FTP credentials
When the backend connection is ready, create MetaTrader 4 FTP credentials.
Use the credential panel
After credentials exist, the tab shows the server, login, password controls, copy actions, password visibility toggle, and reset-password workflow.
Tradovate setup
Connect on Journalit.co
Open Dashboard → Integrations on Journalit.co and complete the Tradovate OAuth authorisation. Use Connect another Tradovate account for each independent identity you want to add. The website shows a separate lifecycle card for every connection.
Finish setup in the plugin
Return to the Tradovate provider card. Provider accounts are grouped under their owning OAuth connection. Choose Demo or Live accounts, select initial history, and map every enabled provider account to a local vault account.
Synchronize this vault
Use the plugin's Tradovate synchronisation action. Journalit waits for the backend job, writes the relevant trade projections, and acknowledges the vault updates.
Sync Section
Auto-sync
Enable or disable hourly sync checks from the settings UI.
Last sync result
See whether the most recent sync brought in new trades or simply found nothing new.
Sync status
Review the recorded last-sync timestamp and total sync count.
Accounts Section
Refresh linked accounts
Reload the MetaTrader account list from the backend.
Linked account details
See account ID, broker name, first-seen time, last-seen time, and display name.
Account relinking
Use the linking manager to relink accounts when backend detection or naming needs correction.
Unlink MetaTrader accounts
Remove a linked MT account when that account should no longer feed this vault.
Related page
Start with the Trade Sync overview, then use the provider-specific MetaTrader or Tradovate setup guide.
Account Section
The Account section is about your Journalit identity and access state, not just a single sign-in button.
Identity card
See the current account email or guest state, plus an online or offline indicator.
Tier badge
When signed in, the tab shows the active plan tier such as Free, Pro, or Enterprise.
Sign in or sign out
Use the device-flow sign-in or cleanly sign out from the current account.
Manage subscription
Jump to the web dashboard to manage subscription details when needed.
Feature Visibility
Free plan visibility
Shows which features are available on the Free plan and which ones are locked behind a higher tier.
Pro and Enterprise visibility
Shows premium capabilities such as Trade Import, AI mapping, and MT4 and Tradovate sync, with enterprise-specific support visibility where relevant.
Related page
For the full sign-in and account-linking behaviour, see Authentication.
Best Practices
Set the foundations first
Configure currency, journal folder, date or time format, and trade defaults before building a large archive.
Keep your taxonomy tight
Do not create overlapping setups, tags, or mistakes unless they support a real analysis distinction.
Treat Trade Sync as an operations surface
Use the status cards, error reports, and account-linking tools instead of assuming sync problems are solved by toggling one switch.
Back up settings before major changes
Export settings before restructuring layouts, custom fields, or sync-related configuration.
Bottom line
Settings defines your defaults, review automation, custom schema, backend sync workflow, and account access in one place.