Trading Dairy

 Here’s a clear, practical guide to the most effective trading journal methods used by professional and consistently profitable traders (retail & prop alike). I’ve ranked them from simplest to most advanced.

1. Basic Spreadsheet Journal (Most Popular)Tools: Google Sheets, Excel, Notion tableCore Columns (minimum viable):
  • Date & Time (entry + exit)
  • Ticker / Pair
  • Direction (Long/Short)
  • Entry Price
  • Exit Price
  • Position Size (contracts, shares, $ risk)
  • Stop-Loss Price
  • Take-Profit Price(s)
  • R-Ratio (Reward : Risk)
  • P/L in $ and in R
  • Setup Name (e.g., Breakout, Pullback, ORB, VWAP reclaim)
  • Market Condition (trending, range-bound, news event)
  • Screenshot? (Yes/No or link)
  • Mistake Tag (optional: overtrading, revenge, FOMO, moving stop, etc.)
  • Emotional State (1–10 scale or tags: calm, tilted, greedy, fearful)
Pro tip: Use conditional formatting so losing trades turn red, winners green, and breakeven yellow.2. Screenshot + Annotation Method (Visual Traders)Tools: Edgewonk, TraderVue, Tradervue, TradesViz, or simply OneNote + LightshotProcess:
  1. Take 2–4 screenshots per trade
    • Pre-entry (mark your exact setup + levels)
    • Entry moment
    • Management (if you scaled or moved stop)
    • Exit
  2. Annotate directly on the images (arrows, text, zones)
  3. Write 2–4 sentences:
    “What I saw → Why I took it → What actually happened → What I learned”
This is the fastest way to spot recurring visual mistakes (entering too early, bad risk-reward, etc.).3. Edgewonk / TraderVue Style (Stats-Heavy)These platforms auto-import trades from 100+ brokers and give you 50–100 analytics dashboards:
  • Win rate by setup, by session (Asia/London/NY), by day of week
  • Average R win vs average R loss
  • Expectancy, profit factor, Sharpe ratio
  • Most common mistake tags
  • Performance when you traded >3 trades/day vs <3
Great once you have 100+ trades and want hard data.4. Narrative + Psychological Journal (Best for Discipline)Separate from the stats journal. Do this daily or weekly.Template used by many 7-figure traders:
  1. Trade of the day (best and worst)
  2. Did I follow my plan 100% today? (Yes/No + explanation)
  3. What emotion drove any rule break?
  4. One thing I will do tomorrow to improve discipline
  5. Gratitude or mindset affirmation
Many traders keep this in Day One, Notion, or a physical Moleskine.5. Hybrid Method (What Most Pros Actually Use in 2025)Combination of the above:
  • TradesViz or TraderVue for auto-import and analytics
  • Notion or Google Sheets for custom fields and weekly reviews
  • Annotated screenshots stored in Notion gallery or TraderSync
  • Short daily voice note (30–60 sec) on phone summarizing the day (many traders swear this beats typing for emotional honesty)
Weekly/Monthly Review Ritual (The Real Edge)Every Sunday or end-of-month, answer these 10 questions:
  1. What was my best setup this week/month? Why?
  2. What setup lost the most money? Do I still believe in it?
  3. Did I overtrade any day? Why?
  4. Average R-win vs average R-loss this period
  5. Did I move stops or targets emotionally?
  6. Win rate when I risked >1% vs ≤1%
  7. Any correlation between sleep/exercise and P/L?
  8. Top 3 mistakes repeated
  9. One new rule or filter I will add
  10. Equity curve screenshot + comments
Bonus Tools in 2025
  • Obsidian + plugins (free, amazing linking between trades)
  • TradeZella (very popular with futures & crypto traders)
  • Journalytix (AI now reads your journal and points out behavioral patterns)
  • Voice-to-text journals via Otter.ai or phone notes
Bottom LineStart simple: Excel + screenshots + 3-sentence “what I learned” for the first 100 trades.
Once you’re serious, move to TraderVue/Tradervue + Notion + weekly review.
The traders who review rigorously and actually change behavior based on data are the ones who graduate from −50% per year to +50% per year.
Which market do you trade (stocks, options, futures, forex, crypto)? I can give you a ready-made template tailored exactly to it.

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