Connect the plan you made, the trades you took and the habits behind the result. Fifteen ways to see your trading more clearly.
Built for the work before, during and after a session.
Actual Journal screen · captured 17 September 2026. Click to enlarge.
Write the playbook. Define your risk.
Read results with their context.
Review the decisions. Carry a lesson forward.
Visual explanations, practical context and actual Journal screens. Pick a part of your routine to explore.
Actual Journal screen · click to enlargeTrack edge and discipline as separate dimensions. Follow the trail across sessions to see how your results and your process change together.
Read the trail over time, with the score’s uncertainty in view. A single session is only one point.
Define entry, stop, target, session and skip rules. Keep revisions and stage changes beside the strategy, from testing through paper and live trading.
Review a trade against the rules you actually wrote, then revisit the playbook with evidence.
Move from a graphical overview to results by entry time, holding time, daily trade count and trade order. Keep the current filters and sample sizes in view.
Look for a pattern across enough trades before deciding that one time window or habit deserves more attention.
Add notes, grades, setup tags and screenshots to your review. Record what went well, what drifted from the plan and one commitment to carry into the next session.
Review the decision while the context is fresh. Give the next session a specific lesson to start from.
Read strategy expectancy and its uncertainty range beside rule adherence. See how often you followed the plan and what off-plan trades contributed.
Ask both questions: did the plan pay, and did you follow it? A profitable trade alone cannot answer the second.
Actual Journal screen · click to enlargeSeparate bought and sold calls and puts. Explore results by underlying, expiry distance, entry premium and holding time, with trade counts alongside the numbers.
Compare like with like. A result concentrated in one contract type can disappear inside the overall total.
Prepare a watchlist, intended setups and session risk. Reuse templates, then compare the plan with the instruments, trades and risk you actually took.
Make the plan concrete enough to review after the close: what you intended, what happened and what changed.
Record capital and define per-trade risk, a daily loss line and a trade-count cap. Review historical sessions against the limits that applied at the time.
These are review boundaries. The journal does not place orders, block trades or close positions for you.
Review early exits, target capture, losses beyond planned risk and sizing after a loss. Connect the eventual result to the stop and target recorded in the plan.
Use recurring exit patterns to guide your next review. Risk-based measures need a recorded risk plan.
See how modelled charges affect your results and compare their impact across strategies. Read the estimated cost per trade alongside the activity that generated it.
Charges are estimates, not values read from your contract note. Use the labels and coverage to understand the calculation.
Actual Journal screen · click to enlargePut strategy expectancy ranges on a shared scale, with trade counts, win rate and net results. Overlapping ranges share a rank; small samples stay unranked.
A higher average is a starting point for investigation. The range and sample size show how much the ranking can tell you.
Actual Journal screen · click to enlargeCompare earlier and later trades alongside rule adherence. See whether a change in average results is larger than the sample’s noise, and whether your discipline changed too.
Review changing results and changing behaviour together before deciding that a strategy has weakened.
Exclude a slice of your history by weekday, entry hour, instrument, grade, setup or symbol. Compare the remaining trades with your original baseline.
This is a counterfactual view of recorded trades. It helps investigate a habit; it does not predict future results.
Label trading accounts and review them separately or together. Keep the notes and attachments that explain the trades, and download an export of your journal.
Account capacity depends on your plan. Export lets you retain a copy of the record you have built.
Preview a digest of your results and adherence in settings. Opt into Monday email delivery with a verified email address to review the week that just finished.
A week with no closed trades sends no digest. Start with the preview to see exactly what would be included.
The features above are implemented in the Journal; availability may depend on your plan. Perch is free during beta.
Broker auto-sync, AI Review, standalone market charts, Trade Replay and fill charts are planned. Feature illustrations explain the workflow; linked app screenshots show the existing interface and figures as captured.
See plans and availability →Bring a supported tradebook, add a trade manually or explore sample data.
Start journaling free No payment details required during beta.