Option Tracker
Features
5 min read

Trade Journal

Document your trading decisions with rich notes and image attachments for every trade.

The Trade Journal feature helps you document your trading decisions, capture market conditions, and review your thought process over time. Every trade can have rich text notes and image attachments.

Journal Overview

Access your journal from the sidebar by clicking Journal. This page shows all trades that have notes attached.

Journal Overview

The journal displays:

  • Trade Summary - Ticker, type (SELL PUT, etc.), and status
  • Position Details - Strike price, expiration, contracts, and premium
  • Notes Preview - Your notes rendered with formatting
  • Last Updated - When the notes were last modified

Search and Filter

Use the search bar to find notes containing specific text. Filter by tags to organize your journal entries by theme (e.g., "earnings play", "wheel strategy", "assignment risk").

Adding Notes to Trades

Notes are added when creating or editing a trade.

From the Trades Page

  1. Navigate to Trades in the sidebar
  2. Click the action menu (three dots) on any trade card
  3. Select Edit Trade
  4. Scroll down to the Notes section

Edit Trade Dialog

Rich Text Editor

The notes field includes a WYSIWYG (What You See Is What You Get) editor with formatting options:

| Button | Function | Keyboard Shortcut | |--------|----------|-------------------| | B | Bold text | Ctrl+B / Cmd+B | | I | Italic text | Ctrl+I / Cmd+I | | List | Bullet list | - | | Link | Add hyperlink | - |

Formatting Examples

Bold text for emphasis on key points:

  • Entry reason
  • Exit target
  • Stop loss level

Italic text for market observations or quotes.

Bullet lists for trade criteria:

  • Technical setup
  • Fundamental catalyst
  • Risk/reward ratio

Links to reference external sources:

  • Earnings reports
  • News articles
  • Chart analysis

Image Attachments

Attach up to 5 images per trade to capture:

  • Chart screenshots
  • Option chain snapshots
  • Technical indicator readings
  • News headlines

Uploading Images

  1. In the Edit Trade dialog, scroll to Attachments
  2. Click Upload or drag and drop images
  3. Supported formats: JPEG, PNG, GIF, WebP
  4. Maximum file size: 5MB per image

Image Best Practices

  • Chart screenshots - Capture the setup at entry
  • Before/After - Document how the trade evolved
  • Option chain - Record IV and Greeks at entry
  • Technical levels - Mark support/resistance

Journal Workflow

Entry Journaling

When opening a trade, document:

  1. Why you entered - What's the thesis?
  2. Technical setup - Chart patterns, indicators
  3. Risk management - Max loss, exit criteria
  4. Target - Profit target or management plan

Example entry note:

Entry Thesis: AAPL oversold after earnings, selling put at support

- RSI below 30 on daily
- 200 DMA acting as support at $175
- IV rank 45%, good premium
- Will roll if tested, max loss 2 rolls

Exit Journaling

When closing a trade, add:

  1. Outcome - Win/loss and why
  2. What worked - Validate your thesis
  3. What to improve - Lessons learned
  4. Follow-up - Next steps or adjustments

Example exit note:

Closed for 80% of max profit

- Stock bounced from support as expected
- Held through minor pullback
- Next time: consider closing earlier at 50% profit
- Looking for next entry on pullback to $180

Reviewing Your Journal

Regularly review your journal to:

  1. Identify patterns - What setups work best for you?
  2. Learn from losses - What went wrong?
  3. Track improvement - Are you making the same mistakes?
  4. Build confidence - Document your winning process

Weekly Review

Set aside time each week to:

  • Read through recent journal entries
  • Note any repeated mistakes
  • Celebrate successful trades
  • Identify areas for improvement

Monthly Analysis

Use the Analytics page alongside your journal to:

  • Compare win rates by strategy
  • Review P&L trends
  • Correlate notes with outcomes

Tips for Effective Journaling

  1. Be specific - "Stock looked weak" vs "Failed to hold $180 support with high volume"
  2. Include numbers - Entry price, target, stop loss
  3. Write immediately - Document while memory is fresh
  4. Be honest - Record mistakes, not just wins
  5. Use screenshots - A picture captures what words can't
  6. Review regularly - A journal only helps if you read it

Integration with Other Features

Roll Chain Notes

When you roll a trade, notes from the original position are preserved. Add new notes to document:

  • Why you rolled
  • Net credit/debit
  • New management plan

Assignment Notes

When a CSP is assigned, your original notes carry forward to the stock position, maintaining context for covered call decisions.

Analytics Connection

Your journaled trades appear in Analytics, letting you filter and analyze performance by documented strategy or setup type.