// trade notes
Trade Notes
Every trade as a sortable log — date, ticker, session, setup, direction, entry, stop, target, R:R and result in R — with a review pane that opens beside it, carrying the chart, your note, and that day's journal entry. Cards are still there if you prefer them.
Free · Private · Every trade, annotated
Every Trade, on One Row
Flip from cards to the table and you get a trade log of every trade, not just the ones you annotated: date, ticker, session, setup, direction, entry, stop, target, R:R, and the result in R. Sort it however you review.
Session comes free — each row is tagged pre-market, regular hours, after-hours or overnight from the fill time. Options already carried a stop and a target; stock trades can now hold them too, which is what makes R work across the whole book.
Why R and not percent? A percentage tells you how the position did. R tells you how the plan did — the result measured against the loss you had budgeted for. Two trades can return the same percent while one risked four times as much to get there.
Review It Beside the Chart
Reviewing a trade used to mean three visits: the chart on one page, your note on another, the day's journal entry on a third. Select a row and all three open on one screen.
The context candle chart sits large on the left. On the right, the trade's own note — editable in place — and that day's Daily Journal entry, read-only, with a link through to edit it.
The chart never gets covered up: the detail opens beside the table rather than on top of it, so nothing redirects and no modal lands over the thing you're reading. Move down the rows and it hydrates as you go.
See How Each Setup Actually Performs
Notes tell you the story of one trade. Tags tell you the story of a hundred. Tag your trades by setup — breakout, dip-buy, earnings, the wheel — and the Setups strip rolls each tag into one line: how many trades carry it, its win/loss record, and its net realized result. Sorted best to worst.
The setup you love might be the one bleeding you; the boring one you almost dropped might be quietly carrying the account. Click a tag to filter to just those trades, or rename a tag across every trade it touches when your labels drift. For a fuller walkthrough, read how to see which setups are working.
The Trades Worth a Note, Surfaced
The trades you should study most are the ones you're too busy — or too rattled — to write up in the moment. Worth a note goes looking for them: it surfaces your biggest realized results that carry no note yet, so a standout win or a painful loss doesn't disappear into the ledger unlabeled.
Each one has an Add note button. One click opens the editor on that exact trade — write the lesson while it still stings or sings, and it moves straight into your entries.
Find Any Trade in Seconds
Entries is the full list, built to be searched. Type to match a ticker, a tag, or any word in a note. Filter by asset class, by a specific tag, or by result — winners only, losers only. Sort by newest, or by biggest win or biggest loss when you want to review the extremes.
Every row carries its context without a click: the note preview, the tag chips, and thumbnails of any screenshots you saved. For a stock, the row shows the date and time, the side and size, and the fill price — so you know exactly what the trade was before you open it.
Price Context Around Every Trade
A note is stronger when you can see what price did around it. Expand any trade and Trade Notes draws candles centered on its dates, with a marker where you bought or opened and where you sold or closed.
Move the crosshair and the readout shows the bar's open, high, low, and close — and on a fill's own bar, the action and the price you got. For a stock round trip it plots the other side too, so a sell shows the buy it closed. Daily by default, with a 15m / 1H / 4H / 1D toggle.
Turn your notes into a scoreboard
No credit card required. Tag your trades, and let the journal tell you which setups are worth repeating.
Frequently Asked Questions
What is the Trade Notes page?
How do I add a note to a trade?
What does the Worth a note section show?
How do I see which of my setups are working?
Can I search and filter my annotated trades?
What does the price chart on a trade show?
Does the table show every trade or only annotated ones?
What does R mean in the trade log?
What is the review pane?
Where does the session on each row come from?
Is Trade Notes free, and is my data private?
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