Trade Log
The Trade Log is Journalit's trade database. It gives you one place to search, filter, organise, and review every trade you have taken without bouncing between notes, folders, or spreadsheets.
What the Trade Log is really for
This is not just a table. It is the operational layer for managing a large trade history efficiently and turning raw trade records into usable analysis.
Trade Log Overview
Open it from the command palette with Ctrl+P and run Open Trade Log, or jump
in from Home View.
Central trade database
See your entire trade history in one place instead of hunting through notes or folders.
Fast management layer
Sort, filter, and batch-edit trades without needing external tools.
Analysis surface
Move from raw trade records into patterns, review notes, and account-level context.
Trade Log modes
Switch between the table and Gallery modes depending on whether you need to work with trade data or review attached media.
Trades
Use the table for detailed inspection, sorting, filtering, grouped time views, and batch operations on specific trades.
Gallery
Use the gallery to scan trade and review-note media, open items fullscreen, and add media-specific tags or notes.
Rule of thumb
Use Trades when you are managing records. Use Gallery when you are reviewing charts, video, GIFs, and other trade evidence across the journal.
Gallery
Gallery collects media attached to trade notes and review notes, plus supported files from vault folders configured in Settings. It includes images, GIFs, local video, supported YouTube links, and Excalidraw files. It is a Trade Log mode, so your existing trade filters continue to work while media-specific filters are added where they help.
Trade and review sources
Browse all media, trade attachments, or review-note media. Review sources can be narrowed to daily, weekly, monthly, quarterly, or yearly reviews, with reviewed state shown where it exists.
Gallery folders
Browse supported media from selected vault folders, grouped by folder or shown as individual cards.
Grouped or individual cards
Group media from one trade or review note into a single card, or switch to individual cards for a media-first contact sheet.
Flexible scanning
Sort by newest, oldest, best P&L, or worst P&L, then choose small, medium, or large preview cards.
Fullscreen review
Open a gallery card fullscreen, move through the visible media, and return to the source note when you need the full context.
Privacy-aware display
Privacy Mode blurs gallery media and suppresses performance context that could reveal outcomes.
Choose a Gallery view
Use Grouped to review all media attached to one trade or review note together. A group card shows the source entry and the number of attached media items, while tags and notes remain attached to their individual media.
Use Individual when you want every image, video, GIF, or YouTube link to appear as its own card. The preference is saved, so Gallery opens in the view that suits your review style.
When you open a grouped card fullscreen, navigation moves through that entry's media before continuing to the next visible entry.
Configured gallery folders appear under the Folders source.
Journalit scans them recursively and opens the media file itself when you choose
Open source. Folder-media annotations are stored in
!Journalit/Gallery Media Annotations.md so they remain part of the
vault.
Filter chart evidence
The Advanced Filters entry point is shared with the table. In Gallery mode, it also includes media-specific filters for annotation status and media tags. Combine them with normal filters such as account, setup, date range, direction, trade type, review state, and supported custom fields. Review state works for review-note images as well as trade images.
For example, filter to one setup, then show only media tagged
liquidity sweep or media with notes. The gallery keeps the media
annotation separate from the trade's own tags, so a chart can carry its own
lesson without changing the classification of the whole trade.
Tag and annotate media
Open a media item fullscreen and choose Tag. Add tags and notes to that individual item, then save. Journalit stores the annotation in the source note's frontmatter and keeps the gallery index up to date.
What belongs in a media annotation
Use annotations for the chart-specific idea you want to remember, such as a failed breakout, a liquidity sweep, or the market structure at entry. Keep trade-level setup, account, and outcome data on the trade itself.
Hierarchical Navigation
The tree hierarchy is one of the strongest parts of the Trade Log because it matches how trading review actually works.
Years
See the large-scale structure of your trading history.
Quarters
Break the year into more meaningful review periods.
Months
Scan monthly performance and drill down when something stands out.
Weeks
Review behaviour and consistency in a practical working rhythm.
Days
Move from summary to the exact session and individual trades behind it.
Clicking a period label opens the corresponding review note for that period. That means the Trade Log is also a navigation layer for DRCs, weekly reviews, monthly reviews, and beyond.
Multi-Select And Batch Operations
Managing multiple trades at once is where the Trade Log stops being a passive record and becomes a real workflow tool.
Selecting Trades
Single selection
Click a trade to select it directly.
Range selection
Use Shift+Click to select everything between two trades quickly.
Checkbox control
Toggle individual trades on or off in multi-select mode.
Select all visible
Capture the whole filtered result set in one action.
Batch Operations Toolbar
When trades are selected, the toolbar exposes the actions you can apply across all of them.
Bulk delete
Remove multiple trades in one action when cleaning up unwanted records or test data.
Mark reviewed
Clear a backlog of already-analysed trades without opening each one individually.
Add setups
Apply strategy labels across a group of related trades quickly.
Add tags
Apply custom tags to selected trades when a session, import, or theme needs the same label.
Add mistakes
Tag recurring execution errors across multiple trades at once.
Important limitation
Multi-select mode must be enabled before selection and batch operations become available.
Practical use case
Shift+Click is especially useful when you want to clean up a bad import, remove test trades, or tag a cluster of trades from the same session.
Column Customisation
The Trade Log is meant to adapt to how you analyse trades, not force everyone into the same table.
What You Can Show
A broad set of columns is available, covering both core trade data and deeper analysis context.
Core trade columns
Ticker, direction, review status, trade status, P&L, duration, account, thesis, and image preview.
Timing columns
Entry date, entry time, exit time, and close date for time-sensitive review.
Price columns
Entry price, exit price, stop loss levels, and price move for quick distance-based review.
Risk columns
R-multiple, Max R, Return %, stop-loss distance, risk amount, and risk-reward ratio.
Cashflow columns
Position size, dividends, fees, and exchange context.
Excursion columns
MAE and MFE follow the global display unit, using currency or ticks for eligible futures trades.
Categorisation columns
Setups, mistakes, and tags so you can analyse behaviour, not just numbers.
Broker metadata
MetaTrader users can show the synced MT Comment column when broker-side comments matter for reconciliation or review.
Custom field columns
Add your own custom trade fields as Trade Log columns so structured metadata is visible without opening each note.
Open trades with a market-price snapshot show combined realised and unrealised
P&L in the P&L column. A ~ marker identifies the floating
value, and the tooltip separates the realised and unrealised amounts.
Expanded mode
Tags, setups, and mistakes can be shown as coloured pill badges instead of truncated text when you enable expanded mode.
Configuring Columns
Open column settings
Click the column settings icon in the Trade Log toolbar.
Choose what matters
Add the columns you actually use and remove the ones that create noise. Custom
field columns appear at the bottom of the Available Columns
list. Number custom fields can be displayed as currency in the Trade Log when
the field represents a monetary value. MetaTrader users can also enable
MT Comment alongside risk-focused columns such as Max R,
Return %, and Price Move. If you track per-trade cashflow events, the
Dividends column can sit beside fees and realised P&L.
Reorder the layout
Drag active columns into the order that matches how you scan trades.
Use sorting when needed
Click any column header to sort by that field, then click again to reverse the order. Direction and reviewed status columns can be sorted like the rest of the table.
Your column configuration persists, so you do not need to rebuild the view every time you open the Trade Log.
Advanced Filtering
Filtering is what turns a large trade history into something usable.
Date range
Filter by This Week, This Month, This Quarter, This Year, or a custom period.
Status
Focus on open, closed, win, loss, or breakeven trades using the same break-even rules configured in Trades settings.
Review status
Focus on reviewed or unreviewed trades when post-trade analysis is the job at hand.
Direction
Filter long or call trades separately from short or put trades.
Trade type
Separate regular trades from missed trades or backtests.
Account
Filter to one account or compare a specific subset of accounts.
Ticker
Analyse a single instrument without the rest of the book getting in the way.
Setup and tags
Break the log down by strategy labels and your own custom categorisation.
Custom fields
Filter by custom dropdown and multiselect field values when your own metadata is part of the analysis.
Custom field filter scope
Custom field filtering supports dropdown and
multi-select field types.
Why persistence matters
Filters persist across sessions, so when you come back to the Trade Log your analysis context is still there instead of resetting every time.
Copied Account P&L Adjustments
Copy trading accounts can show derived trade rows in the Trade Log. Those rows use the copy account's multiplier and copied-trade cost settings, but you can still make a manual P&L adjustment when a copied fill needs account-specific correction.
Open the copied account's Trade Log
Open the copied account page and use the top-right Trade Log shortcut. Journalit opens the Trade Log with that account already filtered.
Click the copied trade P&L
Hover a copied trade's P&L value and click it to open the copied P&L adjustment modal.
Enter the account-specific adjustment
Enter the manual adjustment for that copied account. Use a negative number for worse fills, slippage, fees, or other costs.
Performance Indicators
Tree views are not just folders with counts. They surface useful performance signals at the period level.
Best-period indicators
Trophy icons highlight your strongest periods so you can study what worked.
Weak-period indicators
Warning markers help you spot periods that deserve deeper review.
Colour-coded P&L
Profits and losses are easier to scan visually when period rows carry immediate colour context.
Aggregated stats
Trade count, win rate, and P&L appear directly on each time-period row.
Navigation Features
The Trade Log is tightly connected to the rest of Journalit's workflow.
Open trade notes
Click any trade to jump into its detailed Trade Notes page.
Open review notes
Click a time period label to open the related DRC, weekly, monthly, quarterly, or yearly review.
Keep your place
Scroll position is remembered when you navigate away and return.
How It Connects To The Rest Of Journalit
The Trade Log is not an isolated feature. It sits in the middle of the broader system.
Trade Sync
Synced MetaTrader 4 or imported broker trades flow directly into the log.
Manual Entry
Manually created trades sit beside synced trades in the same database.
Review System
Use the log to move from trade data into structured review notes and back again.
Account Management
Filter by account when you need account-specific analysis across a portfolio.
Dashboard
The Trade Log shares the broader filtering and analysis mindset used throughout Journalit.
Bottom line
The Trade Log makes large trade histories manageable. Multi-select, shift-selection, batch actions, column control, and strong filtering turn the trade database from a passive archive into a practical analysis tool.