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Complete your first daily journal

Save the result, discipline answers, notes, and completion state for one trading day.

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Goal

What this article helps you do

Finish one complete daily-review record that can be used later in Analytics and AI Mentor.

Before you start

Before you start

  • A Calendar day exists.
  • The day's logical trades have been reviewed.
Instructions

Follow these steps

  1. 1

    Open Calendar and select the day.

  2. 2

    Confirm net P&L, logical trade count, contract count, and account context.

  3. 3

    Complete the Result questions.

  4. 4

    Complete every required Discipline answer using the available choices.

  5. 5

    Add concise notes that explain context not captured by structured fields.

  6. 6

    Open Notes & Trades and verify the correct logical trades are attached.

  7. 7

    Save and mark the journal complete.

Expected result

What you should see

The day displays a completed-journal indicator and its answers are available to later review tools.
Troubleshooting

Common mistakes

  • Writing notes without saving the journal.
  • Changing trade timestamps to force a day assignment.
  • Reviewing only P&L and skipping the decision process.