How to Link Trades
Benefits of Linking
Context in Journal Entries
When you view a journal entry, you can see the actual trade data:- Entry and exit prices
- Profit or loss
- Hold time
- Contract size
- Account name
Trade-Centric View
When viewing a trade in your trade history, you can see if there’s an associated journal entry. Click to view the full context behind that trade.Performance Analysis
Filter journal entries by trade outcome:| Filter | Use Case |
|---|---|
| Winners only | Study what you did right |
| Losers only | Identify mistakes to avoid |
| Breakeven | Understand near-misses |
| Large winners | Document your best setups |
| Large losers | Prevent repeating big mistakes |
Setup Tracking
Link trades to entries tagged with specific setups. Over time, you build data on:- Which setups produce the most winners
- Average profit per setup type
- Which setups to focus on or avoid
Viewing Linked Trades
In the Journal
Linked trades appear as cards within the journal entry showing:Trade Details
Instrument, side, quantity, entry/exit prices
Performance
Profit/loss amount and percentage
Timing
Entry time, exit time, hold duration
Account
Which account the trade was on
In Trade History
Trades with linked journal entries show a journal icon. Click to jump directly to the associated entry.Best Practices
Link trades on the same day they occur while details are fresh
Link multiple trades to a single session review entry
Use linking to build case studies of your best (and worst) trades
Review linked entries weekly to identify patterns
Building a Trade Library
Over time, your linked entries become a searchable library of trading experiences:Winning Trade Templates
Document what made your winners successful:- Market conditions
- Entry trigger
- Trade management
- Emotional state
Loss Analysis
Understand your losing trades:- What went wrong
- How you could have avoided it
- What the market was telling you
Pattern Recognition
With enough linked entries, patterns emerge:- Your best setups have certain characteristics
- Your losses share common mistakes
- Certain market conditions favor your style
Mentor Review
If you have a mentor connected (Pro plan):- Mentors can see your linked trades within journal entries
- This provides context for their feedback
- They can comment on specific trade decisions
- Linked entries make coaching conversations more productive