Happens on its own at midnight — this is for clearing the sheet yourself.
Key Levels
Levels show as quick-reference tags on the Journal tab while you're logging.
Pre-Market Checklist
Daily Guardrails
The ticker turns amber at 70% of your loss limit or one trade before the cap, and red once a limit is hit. Prop-firm friendly: set this below your account's daily drawdown, not at it.
Chart Analysis
Paste your screenshots first. "Ask" saves them and copies a request to paste to Claude; when Claude says it's done, "Load" fills the empty boxes.
Each chart keeps its own notes and screenshot. Rename one by typing over its title, reorder with ‹ ›, and add a whole session's set with the buttons above.
Position Size
Output
Contracts—
Risk budget—
Risk per contract—
Actual $ at risk—
Stop price—
1R target—
2R target—
3R target—
Size is always floored — never rounded up.
Instruments
Symbol
$ per point
Min size
Example
$ per point is what a 1.00 move in price is worth for one contract or lot — MNQ is $2, NQ $20, spot gold (XAUUSD) is $100 for a 1.00 lot.
Min size is the smallest tradeable size: 1 for futures, 0.01 for lot-based products. These drive position sizing, P&L and CSV import,
so correcting a value here updates every trade that uses it.
Log a Trade
Trade Log
Date
Instr
Dir
Entry
Exit
Ct
Pts
P&L
R
Setup
Notes
No trades logged yet. Your first entry starts the equity curve.
Import CSV reads both shapes of broker export: a fill/order log (rebuilt into round-trip trades) and a trade journal where each row is already a completed trade — scale-ins and scale-outs are averaged into one trade per position. You can select several files at once and they are read as one continuous stream, so a position opened in one export and closed in another still pairs up. Fills already imported are skipped, and you get a preview before anything is added.
Today's Analysis
Log or import today's trades and the analysis appears here.
Re-runs every time you log or import a trade and whenever you open this tab. "Draft my write-up" only fills boxes that are still empty, so nothing you've written gets overwritten. The suggested grade judges your process, not your P&L.
Daily Report Card
Everything else on this card resets each day. Yesterday's archived copy always keeps the version you actually wrote for it.
Session Segments
Segment
Grade
Trades
Playbook Only
Sizing
In Favour
Comments
Grades are free-text so you can keep your A/B/C system. "Temp" is your pre-session mental check.
Review
Paste a link to a screen recording or anything else for the day. Links open in a new tab and are carried into the saved report.
Sync to Notion
Push creates today's entry as a new page under your "Daily Report Card" / "Chart Analysis" pages in Notion. Copy puts formatted text on your clipboard for manual paste.
Performance
By Setup
Setup
Trades
Win %
Net P&L
Avg R
Setup breakdown appears once trades are logged.
Archived Days
Every completed trading day is archived automatically when you open the dashboard on a new date — report card, chart analysis, session plan, screenshots and that day's trades. Nothing is overwritten. Trades themselves always stay in the Journal tab regardless. Hit Edit this day to correct or add to a past entry; changes save as you type.
Day Detail
No archived days yet. Your first rollover to a new date creates one.
