Product interface · recorded example. Click to open at full size.
Trade Review is where the behavioral data gets attached to your trades. A queue on the left lists trades (and merged groups) for the account scope and date range, grouped by status: To review, In review and Done.
What you fill in per trade
Setup and Tags — search or create as you type.
Pre-trade and post-trade emotion — e.g. Calm, Focused, Confident, Anxious, FOMO, Frustrated, Tired, Distracted.
Did you follow the plan? — Yes or No.
Execution quality — 1–5 stars.
Discipline mistakes — tick any that apply.
Trade observations — rich-text notes.
Completion
A completion percentage tracks how much of the core review you’ve filled (emotions, plan adherence, execution quality and a note). When you’re done, Mark complete; you can always reopen it later. Changes autosave, and Save & next plus keyboard shortcuts (arrows to move, 1–5 to rate) speed up a batch.
Charts require Pro
The Execution context panel can show a live candlestick chart (1m to 1d) with entry/exit markers. Live market data charts are part of the Pro subscription; image attachments work during the trial too.