Journaling a trade

Annotate a trade with a rating, emotional state, notes, and a strategy tag in the trade journal modal.

The trade journal modal lets you attach reflection to any closed trade: a star rating, an emotional-state marker, free-form notes, and a strategy tag with a rule checklist. The trade's execution data is pulled in automatically from your connected account and stays read-only — you annotate around it, you never edit it.

The trade journal — a star rating, emotional state, free-form notes, and a strategy tag on read-only execution data.

Open the trade journal

The modal opens from the journal icon on any closed trade, wherever closed trades appear — the journal table, the calendar day, week, and month views, strategy tabs, and copy-trading views.

1

Find a closed trade

All trades are auto-synced from your connected accounts. Only closed trades can be journaled — open positions have no journal icon.

2

Click the journal icon

The modal opens on the Notes tab by default. If you have journaled this trade before, your saved rating, notes, strategy, and checklist are pre-filled.

The modal has two tabs — Notes and Trade Info & Strategy — and a header holding the Save Changes and Close buttons. Switching tabs never saves and never discards; unsaved edits carry across both tabs until you save or close.

Trada is journaling and trade-copier software. It records what you did and how you felt about it — it does not give investment advice, and nothing here predicts or promises a result.

Rate the trade

On the Notes tab, Trade Rating is a 0–5 star control for scoring how well you executed. Click a star to set the rating; every star up to and including it fills. Clicking a filled star does not clear the rating — the rating stays until you pick a different one.

Stars	Label
0	Not rated
1	Bad
2	Poor
3	Regular
4	Good
5	Excellent

Log your emotional state

Emotional State captures how you felt while executing, on a 1–5 emoji scale. Select one emoji; the previous selection clears. On desktop, hovering an emoji shows a tooltip with the label and the emotions it covers.

Level	Emoji	Label	Covers
1	😡	Bad	Angry, fearful, panicked, revenge-driven
2	😰	Poor	Anxious, frustrated, stressed, uncertain
3	😐	Regular	Neutral, stable, detached, indifferent
4	😌	Good	Calm, controlled, patient, balanced
5	😎	Excellent	Focused, confident, relaxed, clear-minded

Rating and emotional state both default to "Not rated" and are independent — you can set one without the other.

Write notes

Trade Notes is a rich-text editor for your analysis. When empty it shows the prompt "What was your analysis? What went well? What could be improved?"

Supported formatting:

• Bold, italic, and underline

• Headings (H1–H3)

• Bullet and numbered lists

• Links

• Text alignment (left, center, right)

• Inline images pasted or uploaded, up to 1 MB each

The editor starts at 400px tall and grows with your content, scrolling internally once it overflows. Notes are stored as sanitized HTML, so formatting is preserved when you reopen the trade. Pasted content over 1 MB per image is rejected with an inline error.

Review the execution data

Open the Trade Info & Strategy tab to see the trade's execution details. Every field here is auto-synced from the connected account and read-only — the Trade ID carries a Locked badge, with the tooltip "Trade details are synced automatically and can't be modified."

Read-only fields include:

Field	Notes
Trade ID, Account, Symbol	Long values truncate with an ellipsis; hover for the full text
Side	BUY (green) or SELL (red) badge
Volume	Contracts for futures, lots for forex
Order Type, Copier, Type	Master / Receiver shown as M / R
P&L and P&L %	Green when positive, red when negative, neutral at exactly $0.00
Fees, Swap Fee, Pips/Ticks	Pips for forex, ticks for futures
Open Time, Close Time, Duration	Timestamps follow your timezone convention
Open Price, Close Price	Up to five decimal places

Missing values show as - or N/A rather than a blank. There is no manual trade entry, editing, or deletion anywhere in Trada — everything you see was synced from your account.

Below the read-only grid, Stop Loss, Profit Target, and Risk are editable number inputs. Use them to record the levels you planned for the trade; leaving them blank is fine. Editing any of them enables Save Changes.

Tag a strategy and check rules

The strategy selector links a trade to one of your saved strategies so you can score how closely you followed your own rules. It records adherence to your process — how consistently you executed — not any expected return.

1

Pick a strategy

Open the dropdown (placeholder Select your strategy) and choose one. Selecting a strategy loads its rule sections and resets every checkbox to unchecked, so each journal entry reflects that specific trade.

2

Work through the checklist

Rules are grouped into collapsible sections (Setup Definitions, Entry Rules, Stop-Loss Policy, and more). Expand a section and tick the rules you followed. Each section shows an "X of Y" counter.

3

Watch the progress bar

The bar sums checked rules across all sections into a completion percentage, from "Not Started" at 0% to "Perfect" at 100%. It is a measure of rule adherence for this one trade.

The strategy checklist is available on paid plans. On the free plan the dropdown is disabled and prompts you to upgrade; see Plans & billing. Building the strategies themselves is covered in Strategies.

Save your entry

Changes are not auto-saved. The Save Changes button stays disabled until you modify a field — rating, emotion, notes, Stop Loss, Profit Target, Risk, strategy, or a checkbox — then click it to persist everything to the database. A success toast, "Journal entry saved successfully," confirms the write. Toasts are in-app only. Saved entries sync to every device where you are signed in.

Closing the modal with unsaved edits — via Close, the ESC key, clicking outside, or navigating away — prompts "You have unsaved changes. Discard or keep editing?" Choosing Discard Changes permanently loses those edits. Choose Keep Editing to return to the modal, then Save Changes.

Related

• Journal overview

• Group journaling

• Strategies

• Connecting accounts