What the Diary is for
Open the Diary from the account menu. It needs no setup — it reads your imported trades and presents them for review at three zoom levels: the whole month at a glance, a single week, and a single day.
Reflection is the point. Reviewing wins and losses regularly is how you avoid repeating mistakes, adapt to changing markets, and keep an even emotional keel. The notes and rating on each period are there to make that habit stick.
Monthly overview
The month view is the bird's-eye level: weeks grouped by month, with a chart of all trades and a place to write a monthly note. Click Analyze month for the aggregated month summary — the same shape as the day view, but for the whole month.
Some weeks appear in two months when they straddle the end of one and the start of the next, so no trading day is ever skipped.
Weekly analysis
Click Analyze week to drill into a week and see each day's performance. The Week summary shows the period's metrics — Volume, Net profit, Win rate, Avg leverage, Balance gain, Payoff ratio, average win and loss, and the long/short split.
Add a note for context, give the week a star rating to record how satisfied you were, and use Compare with previous week to see the trend. Pick any week from the week selector.
Daily details
Click Analyze day to review a single day. The Day summary shows an in-depth chart of the day's trades grouped by ticker, a color-coded profit/loss list that surfaces your best and worst trades, and space for a daily note.
Daily notes are where you capture the immediate rationale behind a trade while it is still fresh.
A note on plans
Some Diary depth is gated by plan — on the free Novice tier certain views show a "Not available on your plan" hint. See the feature overviews for what each plan unlocks.