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.
Two Ways To View Your Data
The Trade Log supports two different styles of analysis depending on what you are trying to do.
Trades View
A flat table of individual trades. Best for detailed inspection, sorting, filtering, and batch operations on specific trades.
Tree Views
Grouped views for Days, Weeks, Months, Quarters, and Years. Best for pattern spotting, navigation, and time-based analysis.
Rule of thumb
Use Trades View when you care about specific positions. Use Tree Views when you care about behaviour across time.
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, 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.
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.
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.
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 General settings.
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.
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 or imported CSV 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.