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The Journal page collects the closed trades from your connected accounts, leads and followers alike. It turns them into statistics, and gives you a place to write notes about each trade. Trades are recorded while an account is connected to CopyFlock.

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Choose what to look at

At the top of the page, choose:
  • Account: all accounts, or one account.
  • Period: all time, the last 7, 30 or 90 days, or this year.
  • Currency: if your accounts use more than one currency, choose which one to show.

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Statistics

Some brokers don’t report fees. When that happens, the journal shows Fees not reported by the broker, and P&L doesn’t include fees.

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Charts and breakdowns

  • P&L calendar: your result for each day of the month. Use the arrows to move between months.
  • Cumulative P&L: your running total, trade by trade.
  • Long vs short: how your long and short trades compare.
  • By symbol: results for your 10 most-traded symbols.
  • By weekday: results by the day the trade closed.

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The trade list

The list at the bottom shows every closed trade. Filter it by Symbol, or by Outcome: winners, losers or breakeven. Click a trade to see its details: net and gross P&L, fees, side, contracts, duration, entry and exit prices, and when it opened and closed.

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Add notes to a trade

In a trade’s details, you can record:
  • How did you feel? Calm, confident, neutral, excited, anxious, fearful, greedy or frustrated.
  • Execution rating: 1 to 5 stars.
  • Notes: your setup, reason for entry and how you managed the trade.
  • Lesson learned
  • Tags, such as breakout, news or a+ setup.
Save the entry when you’re done. You can change or delete it later.
If your subscription isn’t active, you can still read your journal, but you can’t change entries.