Link trades to a strategy

Where: Journal → Trades → a trade → Strategy

Link a trade

1. Open a trade from the Trades table.
2. Click the Strategy tab in the left column.
3. Click Add strategy and pick one from the list.
4. Tick the criteria you really followed. The bar shows the share of weight you met.
5. Add tags under Execution errors or Psychology errors if something went wrong.

Changes save on their own. A trade has one strategy at a time.

See the linked trades

1. Open Strategies and click the strategy card.
2. Click the Trades tab.
3. Click any row to open that trade.

What's on the screen

1. Strategy: the tab where you link the trade.
2. Remove: unlink the strategy, then add a different one.
3. Criteria followed: the share of the checklist weight you met.
4. Execution errors: tags for mistakes in how you placed or managed the trade.
5. Psychology errors: tags for mistakes like fear, revenge or FOMO.

FAQ