A rebuilt Daily Journal, the Trade Log, partial rolls, and fees by period

The journal already held your mood, your notes, tags and screenshots. This rework puts all of it to work: the day's trades now sit inside the entry, a plan you write at 9 AM is right there to check at 4 PM, and what you log comes back to you as patterns.

The Daily Journal is now one page per trading day, always editable, laid out in the order the day actually happens.

Before the open, after the close

The editor is split into the two moments a session has. Before the open holds your state coming in — Drained, Foggy, Steady, Sharp or Locked in — your plan, and a checklist: a short routine you tick off each morning, edited right where it sits. After the close holds your mood, your reflection, and one honest question: did you follow the plan? Yes, partly, or no. Notes, tags and screenshots live in a third panel for the day itself, and any panel can be collapsed when you don't need it.

State and mood are separate on purpose. Coming in foggy and finishing green is a different day from coming in sharp and finishing red, and the journal now keeps them apart.

The day's trades, inside the entry

Beside the editor sits the day itself: net P&L, wins and losses, trades opened, and where the VIX and the Fear & Greed index stood that day. Below that is every trade you made, each with an Add note button that writes straight to the Trade Log entry for that trade. The date picker marks each traded day with a green or red dot, so the days still missing an entry are easy to find.

Formatted text, or plain

Plan, notes and reflection take bold, italics, strikethrough and lists. Each field has its own switch between a formatted editor and plain text with the markdown symbols showing, and both write the same thing, so you can change your mind any time. An entry you didn't save is still there when you come back.

Templates of your own

Plan, Notes and Reflection each have a Template menu, and it now holds your own templates beside the built-in ones. Manage templates… lets you write up to twenty: a label, the text to insert, and, if you like, checklist items that come along with it — a Monday prep that brings the Monday routine, or an earnings-week plan with its extra checks. Picking one adds it below what you've already written, and its checklist items are added to your checklist, unticked, skipping any already on it.

Patterns: what your discipline was worth

This is where it comes together. Once you have ten journaled trading days, a Patterns section groups the last twelve months by what you logged and puts each group's P&L beside it: by your state before the open, by your mood, by whether you followed the plan, and by how much of the checklist you ticked.

Two more readings sit underneath: how you came into the day after a red one compared with the day after a green one, and how your journaled days compare with the ones you skipped. None of it is advice. It's your own record, added up.

Trade Notes started as a place to write about the trades worth writing about. We think a log is more useful the other way round: every trade, with your notes where you've written them. So the page is now the Trade Log, and the full log is the page.

Each stock fill and each option position gets a row: direction, size, entry, exit, realized P&L, and the market session it traded in. Notes and tags are edited in the row — click the Notes cell and type, click the plus to tag. Search covers tickers, tags and the words in your notes, and the header's count, win/loss record and net result cover everything that matches, not just the page on screen.

Review a trade beside its chart, and its day

Select a row and the review opens on the same screen. The candle chart marks where you got in and out, the trade's note, tags and screenshots sit beside it, and underneath is that day's journal entry — your state, mood, plan and reflection. The arrows, or ↑ and ↓ on the keyboard, step to the next trade in the current filter, so a whole session can be reviewed without touching the mouse.

Two of the most common things people do with options at their broker now have a direct way in here.

Roll some of the contracts, not all

Holding three puts and rolling two? The Roll dialog now asks how many contracts to roll. The rolled contracts move to a new position with the roll recorded; the rest stay where they were, with their history intact, and the two positions stay linked.

For spreads there's a new Roll Position action that rolls a number of whole spreads at once, with a checkbox per leg — so it also covers rolling just the wings of a condor, or only the front leg of a calendar.

Drag a leg onto a position

Legs that belong together can now be dragged onto each other. Pick up a leg by its handle, and the positions that can take it light up while everything else dims; drop it, and the Group dialog opens with that position already selected. Nothing is written until you confirm. The keyboard works too: Space to pick up, arrows to move, Space to drop.

The Group dialog also takes a strategy name and tags as you group, and everything comes along. Tags from every position are combined, notes are kept one after another, and screenshots move across to the grouped position. A spread you've labelled keeps its label, and an existing spread can take another leg straight from the same dialog. The row menu gained Label & tags… for when that's all you want to change.

A wheel cycle's whole result

A wheel that ends with the shares called away books two results: the option premiums on one side and the share sale on the other. The cycle table on the Wheel page now puts them together in a Total P&L column — the options income plus what the shares realized — with a running total of completed cycles in the section header.

Fees are recorded on every trade and shown per trade, per ticker and per day. Now they also add up by month, quarter and year. No P&L figure changes here; this is about seeing the total.

The P&L Calendar now has a year view. Click the year at the end of the month strip and you get the year as a table: P&L, trading days, trades, win rate and fees for each month, with quarter subtotals and a year-to-date line. It follows the calendar's Options / Stocks filter, like the rest of the page.

Both Analysis pages end with a Fees card that follows the page's own period picker: the total, opening and closing fees on the options side, and the period laid out by quarter and month. The Wheel page has a Fees section of its own, year by year.

The What's Ahead agenda on Market Today tracks the scheduled data releases — CPI, jobs, the FOMC decision — and now it knows the calendar around them too: that the market is shut on Thanksgiving and closes early the day after, and that the bond market takes Columbus Day off while stocks trade.

FOMC minutes, market holidays, early closes and bank holidays sit in the same list as the releases, each with its own label, and the agenda runs a full three months ahead. It opens on the next six events and expands to the rest.

Import is one of the most-used things in the app, so it's now one click from the dashboard. Quick Actions carry an Import button beside the two Log buttons, and an account with no trades yet opens on a single banner that offers to import, to log a first trade, or to load sample data.

Six more exports read on sight

• Tiger Trade — the trade record export, which comes out in Chinese. It's the first broker file we read that isn't in English at all.
• PropReports — the back office many proprietary-trading firms give their traders, with fees read from all eight columns they're spread across.
• Direct-access trade history — the back-office trade report several direct-access brokers share, recognized by its shape since the file never names the broker.
• Interactive Brokers — the Trader Workstation Trades window export, and the Transaction History when it's downloaded in Dutch.
• TradeStation — the cash activity export, so deposits, withdrawals and other cash movements come in alongside the trades.

• See the trades behind an hour or a weekday — on Stock Analysis, click any row of the hour or day-of-week breakdowns and the executions behind it open in a list, with the date, time, shares and their share of the result.

  

• Put your accounts in your own order — drag them in Settings → Trading Accounts, and the account switcher and the all-accounts overview follow.
• Fill in an older buy behind a closed position — when you record a buy dated before a position closed, the app now asks whether to add it to that position, which reopens it and recalculates its result, or to start a new one.
• Fractional leftovers, caught at the sell — if a sell quantity misses the shares you hold by a rounding sliver, the dialog says so and offers the exact quantity in one click, so the position closes cleanly.
• Back-dated sales that fit — a sale dated before others you've already recorded is booked and the position rebuilt in date order.
• A more accurate portfolio tile — for books imported with dates but no times, the dashboard now shows open and closed positions exactly as the trades were recorded.
• A quicker journal — the Daily Journal now loads its data in parallel, so the page opens in a fraction of the time.

What changed in the Daily Journal?

Each trading day is now one page: the day's P&L and trades on one side, and the entry on the other, split into Before the open (state, plan, checklist) and After the close (mood, reflection, whether you followed the plan). After ten journaled trading days, a Patterns section shows your P&L grouped by each of those. You can also save your own templates for Plan, Notes and Reflection.

Where did Trade Notes go?

It's now the Trade Log. Every note, tag and screenshot is still on the same trade, and old links land on the new page. The difference is that the log lists every trade, not only annotated ones, and notes and tags are edited right in the row.

Can I roll only some of my contracts?

Yes. The Roll dialog asks how many contracts to roll; those move to a new position with the roll recorded, and the rest stay in the original position. For spreads, Roll Position rolls whole spreads and lets you pick which legs roll.

Does grouping positions lose my notes or tags?

No. Grouping combines the tags from every position, keeps all of their notes, moves their screenshots to the grouped position, and keeps an existing strategy label unless you set a new one.

Where can I see the fees I paid by month or quarter?

On the P&L Calendar's year view — click the year at the end of the month strip — and in the Fees card at the bottom of Options Analysis and Stock Analysis. The Wheel page has its own Fees section. None of your P&L figures changed; these views add up the fees you'd already recorded.

Where do I follow changes between release notes?

We ship most days and post the moment-to-moment on X, then gather a run of releases into one write-up like this. Follow @tickerscribe for the running play-by-play, watch the blog for each batch, and find walkthroughs on YouTube.