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Overview

The Deltalytix Trade Journal goes beyond basic trade logging. It’s a comprehensive system for documenting your trades with rich media, organizing with tags, and capturing the context around each trading decision. Combined with the AI chat feature, you can generate insights and identify patterns from your journal entries.

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Trade Table Features

Inline Editing

Click any cell to edit directly in the table. Changes are saved instantly to the cloud.

Rich Text Comments

Add formatted notes with bold, italic, lists, and more using the built-in editor.

Image Attachments

Upload trade screenshots, chart images, or any visual documentation directly to trades.

Video Links

Attach video recordings of your trades from platforms like Loom or YouTube.

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Rich Text Editor

The trade comment editor (from components/tiptap-editor.tsx) supports:

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Text Formatting

  • Bold, Italic, Strikethrough
  • Headings (H1, H2, H3)
  • Bullet lists and numbered lists
  • Blockquotes
  • Code blocks
  • Horizontal rules

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Interactive Elements

  • Hyperlinks with custom text
  • @ mentions (coming soon)
  • Emoji picker 😊 📈 💰
  • Color highlighting

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Structure

  • Tables with resizable columns
  • Nested lists
  • Multiple paragraphs
  • Line breaks and spacing
Use markdown shortcuts for faster formatting:
  • Type **text** for bold
  • Type - or * to start a bullet list
  • Type 1. to start a numbered list
  • Type # for heading 1, ## for heading 2, etc.

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Adding Trade Comments

1

Open Trade Table

Navigate to the Table tab on your dashboard or add the Trade Table Review widget to your custom layout.
2

Locate Comment Column

The Comment column may be hidden by default. Click the column settings icon and enable the Comment column.
3

Click Comment Cell

Click on the comment cell for any trade. A rich text editor will appear.
4

Write Your Note

Document your trade:
  • Setup/pattern you traded
  • Entry/exit reasoning
  • Emotions during the trade
  • What you learned
  • What you’d do differently
5

Format Text

Use the formatting toolbar or markdown shortcuts to structure your notes with headings, lists, and emphasis.
6

Save Automatically

Your comment is saved automatically as you type. You’ll see a saved indicator when complete.

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Image Attachments

From the trade table (dashboard/components/tables/trade-image-editor.tsx):

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Adding Images

1

Click Image Column

Locate the image column in your trade table (enable it in column settings if hidden).
2

Upload Image

Click the image cell and select Upload Image or drag and drop an image file.
3

Supported Formats

Upload screenshots in PNG, JPG, JPEG, GIF, or WebP format. Maximum file size: 5MB.
4

View Gallery

Click any image thumbnail to open the image gallery viewer with zoom and navigation.

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Image Best Practices

Annotate your screenshots before uploading. Mark entry points, stop losses, and profit targets directly on the chart for future reference.
What to Capture:
  • Entry setup chart
  • Exit moment chart
  • Full context chart showing multiple timeframes
  • Order flow or DOM screenshots
  • Platform-specific indicators
Organization Tips:
  • Name image files descriptively before upload (e.g., ES-long-support-bounce-2024-01-15.png)
  • Upload multiple angles of the same trade
  • Include before, during, and after screenshots
From dashboard/components/tables/trade-video-url.tsx:

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Attaching Videos

1

Record Your Trade

Use screen recording software (OBS, Loom, SnagIt) to capture your trading screen during execution.
2

Upload to Platform

Upload your video to:
  • YouTube (unlisted or private)
  • Loom
  • Vimeo
  • Google Drive (with link sharing enabled)
3

Copy Video URL

Copy the shareable link from your video hosting platform.
4

Add to Trade

In the trade table, click the video URL cell and paste your link. The link is automatically saved.
5

Playback

Click the video link cell to open a preview player or click “Open in new tab” to view the full video.
Make sure video links are accessible. Private YouTube videos won’t play unless you’re logged into the same Google account.

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Trade Tags

From dashboard/components/tables/trade-tag.tsx and dashboard/components/filters/tag-widget.tsx:

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Tag System

Tags help you categorize and filter trades by:
  • Strategy type (breakout, reversal, trend-following)
  • Setup name (3-bar pullback, support bounce)
  • Market condition (trending, ranging, volatile)
  • Session (London open, US open, after-hours)
  • Quality rating (A+ setup, B setup, revenge trade)
  • Outcome (planned exit, stopped out, target hit)

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Creating Tags

1

Access Tag Cell

Click on the tags column in any trade row.
2

Type New Tag

Start typing a new tag name. The dropdown will show existing matching tags.
3

Add or Create

  • Select an existing tag from the dropdown
  • Or press Enter to create a new tag
4

Multiple Tags

Add multiple tags to a single trade by repeating the process. There’s no limit to tags per trade.

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Tag Widget

The Tag Widget (widget-registry.tsx:574-582) provides:
  • Visual tag list with trade counts
  • Quick filter by clicking any tag
  • Tag management (rename, delete, merge)
  • Tag color customization
  • Most-used tags at the top
Using Tags for Analysis:
  1. Strategy Performance - Tag all trades by strategy name, then filter to see which strategies work best
  2. Setup Quality - Grade your setups (A, B, C) and compare win rates
  3. Market Conditions - Tag trending vs ranging markets to identify your edge
  4. Time-Based Tags - Tag overnight holds, same-day closes, etc.

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Bulk Operations

From dashboard/components/tables/bulk-edit-panel.tsx:

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Multi-Trade Editing

1

Select Trades

Click the checkbox at the start of each row to select multiple trades. Or click the header checkbox to select all visible trades.
2

Open Bulk Panel

A bulk edit panel appears at the bottom of the table showing selected count.
3

Apply Changes

Bulk operations available:
  • Add tag to all selected trades
  • Remove tag from all selected trades
  • Delete all selected trades (with confirmation)
  • Update instrument for selected trades
4

Confirm

Review the changes and click Apply to execute. Changes affect all selected trades simultaneously.
Bulk delete is permanent and cannot be undone. Make sure you’ve selected the correct trades before confirming deletion.

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Column Customization

From dashboard/components/tables/trade-table-review.tsx:

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Available Columns

The trade table includes 30+ columns: Basic Trade Data:
  • Date/Time (editable)
  • Instrument/Symbol (editable)
  • Side (Long/Short)
  • Quantity/Contracts
  • Entry Price
  • Exit Price
  • P&L (Net/Gross)
  • Commission
Calculated Fields:
  • Ticks Won/Lost
  • Points Won/Lost
  • Position Time
  • Win/Loss/BE indicator
  • P&L %
  • Account Balance
Journal Fields:
  • Comment (rich text)
  • Tags (multiple)
  • Images (gallery)
  • Video URL
  • Rating/Quality
Metadata:
  • Account Number
  • Order ID
  • Import Source
  • Created Date
  • Modified Date

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Configuring Columns

1

Open Column Settings

Click the column configuration icon (grid icon) in the table toolbar.
2

Toggle Visibility

Check or uncheck columns to show/hide them in the table.
3

Reorder Columns

Drag column names in the settings dialog to reorder them.
4

Resize Columns

Drag column borders in the table to adjust width. Width is saved per user.
5

Save Configuration

Your column settings are saved automatically and sync across devices.
Recommended columns for journaling:
  1. Date/Time
  2. Instrument
  3. Side
  4. P&L
  5. Ticks
  6. Comment
  7. Tags
  8. Images

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Mindset Journal

From dashboard/components/mindset/mindset-widget.tsx and dashboard/components/mindset/journaling.tsx: The Mindset Widget provides daily journaling beyond individual trades:

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Daily Journal Features

Emotion Tracking (from mindset/emotion-selector.tsx)
  • Rate your emotional state: 0 (worst) to 100 (best)
  • Visualized with emoji slider
  • Correlate emotions with trading performance
Day Tags (from mindset/day-tag-selector.tsx)
  • Tag entire trading days (e.g., “focused”, “distracted”, “confident”)
  • Apply day tags to all trades from that day
  • Identify patterns between mindset and results
News Impact (from mindset/news-impact.tsx)
  • Link trades to major financial news events
  • Understand how news affects your trading
  • Avoid trading during high-impact news if it hurts performance
Daily Summary
  • Write end-of-day reflections
  • Track goals and progress
  • Note external factors (sleep quality, life stress)

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Using the Mindset Widget

1

Add Widget

Add the Mindset Widget to your dashboard from the widget menu.
2

Select Date

Use the calendar sidebar to navigate to any trading day.
3

Set Emotion

Drag the emotion slider to rate your pre-trading or post-trading emotional state.
4

Add Day Tags

Select or create tags that describe your day (focused, tired, anxious, confident).
5

Write Journal Entry

Use the rich text editor to document:
  • How you felt before trading
  • What went well
  • What went poorly
  • Lessons learned
  • Goals for tomorrow
6

Review Timeline

The hourly timeline shows all trades from that day with P&L markers. Click any trade to jump to it in the table.

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AI-Generated Insights

The AI Chat Widget (dashboard/components/chat/chat.tsx) can analyze your journal: Ask Questions Like:
  • “What patterns do you see in my losing trades?”
  • “Which setups have the highest win rate?”
  • “Show me my performance on days tagged ‘distracted’”
  • “Compare my trending vs ranging market performance”
  • “What’s my average P&L on trades with images attached?” (well-documented trades)
See AI Insights for more on AI capabilities.

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Export Your Journal

Export your entire trade journal:
  1. Navigate to Data Management
  2. Select Export Trades
  3. Choose export format:
    • CSV - Basic fields only, no rich text
    • JSON - Complete data including comments and tags
    • Excel - Formatted spreadsheet with pivot tables
  4. Download file
Exported data includes:
  • All trade data
  • Comments (plain text in CSV, rich text in JSON)
  • Tag lists
  • Image URLs
  • Video URLs
  • Mindset journal entries (if selected)

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Best Practices

Document immediately after closing a trade while the context is fresh. Set a rule: no new trade until the previous one is documented.
Focus on process, not outcome. Journal what you did right or wrong, not just whether you made money. A losing trade with perfect execution is still a good trade.
Be honest. Your journal is for you. Document mistakes, emotional reactions, and rule breaks. This data is invaluable for improvement.
Review regularly. Set aside time each week to review your journal entries. Look for patterns you missed in the moment.
Avoid generic comments like “good trade” or “bad trade.” Be specific: “Waited for confirmation candle as planned” or “Entered too early, before support test.”

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Next Steps

AI Insights

Use AI to analyze your journal and find patterns

Filters & Search

Learn advanced filtering to segment journal entries

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