Notes Templates

What are notes?

Notes are free-text annotations attached to trades or trading days. They let you record context that numbers alone can't capture — your reasoning, emotional state, market conditions, or post-trade reflections.

Notes appear in two places:

• Journal — each trading day has a note field for daily reflections
• Individual trades — each trade has its own note field in the trade detail panel

What are notes templates?

Templates are reusable text snippets that pre-fill the note field when you create a trade manually. Instead of typing the same structure every time, you can build a template once and apply it in one click.

For example, you might have a template like:

Setup:
Entry reason:
Exit reason:
Mistakes:

Creating a template

Go to Settings → Notes Templates and click Add Template.

Fill in:

• Template Name — a short label to identify the template in the dropdown (e.g., "Short Squeeze Setup")
• Note Template — the actual text that will be pre-filled

Using a template

Templates are available wherever a Note field appears in the app — on individual trade detail pages, Journal cards, and other note sections. Click + Add Template to open the template picker and apply your predefined structure in one click.

You can edit the pre-filled text after applying a template — it's just a starting point.