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Quick Start

Once the app is running, here's the shortest path to seeing what it's for. Plan on about ten minutes for your first pass.

1. Get some trades in

You have two easy starting points:

  • Demo data — if you installed with the demo option, a full sample day is already there to practice on.
  • Your own trades — export a CSV of your fills from your broker and use Import in the app. Fills are grouped into round-trip trades automatically. ThinkorSwim/Schwab exports work best; see Importing your trades for the details.

2. Open the day and write a recap

Go to a day and, before touching individual trades, write a couple of sentences on how the session went — the market read, how you executed, the one lesson. The recap leads; the trades, P&L chart, and ticker list sit beside it for reference.

3. Review a ticker and tag its trades

Open a ticker to see its full-session chart with every trade in the panel beside it. Pick a trade, write a short note, and tap the pills that fit: one quality call, plus the process and emotion behind it. Reusing the same tags each day is what makes patterns searchable later — see Daily recaps & tags.

4. Build the habit

The whole point is a review you'll actually repeat. A short recap every trading day beats a big one once a month.

Handy commands

Run these from inside the trading-journal folder:

npm run dev          # start the app again later
npm run dev:restart  # restart if a dev server is stuck
npm run dev:stop     # stop the running dev server

Stopping the app never deletes your data — your journal lives in a SQLite file on disk.