Get started · 3 min read · Free lesson
Your first useful journal review
Import a manageable batch, check the record and choose a question.
At a glance
Import
Choose a source you understand
Check
Compare against the original record
Review
Ask one specific question
Start with a manageable batch
Use a broker CSV, add a trade manually, or connect a supported broker where provider access is available. The Free plan allows up to 30 saved trades. For a CSV, check the date order and source timezone before confirming the import.
Check before interpreting
Compare symbols, direction, quantities, entry and exit values against the source. Read skipped and failed counts. Open positions belong separately from closed results. Missing data needs attention before it can support a conclusion.
Choose a review question
Start with something observable: which trades followed your written entry conditions? Read the individual records and add the context you remember. Your first review can be useful without a large history.
Quick check