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Entry Notes Guide

Entry Notes allow you to record observations, insights, and analysis for each trade entry in your backtesting sessions. Notes are attached to specific trade entries, building a detailed journal of your practice.

Accessing Entry Notes

Navigate to Tab 4 (Journal Entry) in the right panel. You'll see the Entry Notes table listing all entries from the current session.

Entry Notes Table

The table displays your entries with the following columns:

  • Date - When the entry was recorded
  • Result - The trade result
  • Net PnL - Net profit/loss for the entry
  • Note - Icon indicator showing if a note exists

Use the search bar to find entries by text, or use the filter dropdown to show:

  • All Entries - Every entry in the session
  • With Notes - Only entries that have notes
  • Without Notes - Only entries without notes

Writing a Note

  1. Navigate to Tab 4 (Journal Entry)
  2. Click on an entry row in the table
  3. The rich text editor opens for that entry
  4. Write your note using the formatting toolbar
  5. Click Save Note
  6. Click the back button to return to the table view

Rich Text Editor

The editor includes a full formatting toolbar:

  • Bold, Italic, Underline, Strikethrough - Text styling
  • Heading 1, Heading 2, Heading 3, Paragraph - Text structure
  • Bullet List - Unordered list
  • Numbered List - Ordered list
  • Insert Link - Add a hyperlink (Ctrl+K)
  • Highlight - Highlight text with a yellow background
  • Clear Formatting - Remove all formatting

What to Note

Useful things to document in your entry notes:

  • Trade rationale - Why you entered or exited the trade
  • Market observations - Price behavior patterns you noticed
  • Emotional state - How you felt during the trade
  • Lessons learned - What you would do differently
  • Setup identification - The setup you spotted
  • Rule compliance - Whether you followed your trading plan

Managing Notes

  • Edit - Click an entry row to open and modify its note
  • Delete - Clear the note content and save to remove it
  • Search - Use the search bar to find specific entries
  • Filter - Show all entries, only those with notes, or only those without

Tips

  • Write notes immediately - Capture thoughts while they're fresh
  • Be specific - "Missed the breakout at 9:45 because I hesitated" is better than "Bad trade"
  • Use formatting - Headings and lists help organize longer notes
  • Review regularly - Filter to "With Notes" to review past observations

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