Trading journal
About this template
Unlock your path to trading success with our Trading Journal - the essential tool every trader needs. Gain unparalleled insights into your performance, identify patterns for strategy refinement, and stay disciplined with objective analysis. Our journal empowers you to manage risk effectively, learn from every trade, and continuously improve. With Notion, you can easily monitor your account balance, net profit/loss, add new trades effortlessly, track your progress weekly, monthly, or yearly, and get a comprehensive overview of your performance through the profit/loss calendar. Not only can you track your live trading, but you can also analyze your back testing sessions and access historical data effortlessly. Features Account Tracking Balance Tracking: Monitor your account balance in real-time to stay on top of your financial position. Trade Outcomes: Record the result of each trade (win/loss) to calculate your win rate accurately. Profit/Loss Analysis: Keep track of profit and loss for each trade to understand your overall profitability. Success Ratio: Analyze your win-to-loss ratio to evaluate the effectiveness of your trading strategies. Filtering and Sorting Date Range Filters: View your trades within specific time frames to analyze performance over days, weeks, or months. Trade Type Filters: Filter trades by type (e.g., long, short) to assess which strategies work best for you. Market Condition Filters: Sort trades based on market conditions (e.g., with bias, against) to see how different conditions affect your success. Detailed Trade Logging Entry and Exit Points: Record the precise entry and exit points of each trade to evaluate your timing and execution. Reasoning and Notes: Document the rationale behind each trade and any observations for future reference. Screenshots: Attach screenshots of charts at entry and exit to visualize market conditions and your analysis. Performance Metrics Average Risk/Reward Ratio: Calculate your average risk/reward ratio to ensure you are maintaining a favorable balance. Maximum Drawdown: Track your largest peak-to-trough decline to manage and mitigate risk. Review and Analysis Tools Monthly and Weekly Reviews: Summarize your performance on a weekly and monthly basis to spot trends and areas for improvement. Benefits Enhanced Decision Making: With detailed records and insightful metrics, make informed decisions to refine your strategies. Improved Discipline: Maintain a structured approach to trading, ensuring consistency and reducing emotional trading. Focused Improvement: Identify strengths and weaknesses in your trading strategy to focus on areas that need improvement. Conclusion This trading journal is more than just a logbook; it's a strategic tool designed to help you achieve consistency, discipline, and profitability in your trading endeavors. By providing comprehensive account tracking, win rate calculation, detailed filtering options, and insightful performance metrics, this journal empowers you to master the key elements of trading and reach your financial goals. FAQs How to download the template? Open the template link, and click "Duplicate" on the top right corner to duplicate it to your workspace.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
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Duplicate this template in your Notion workspace.
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Create your NØtis account.
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When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
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Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
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You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
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Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
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You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
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NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.