Trading journal

A camera roll of P&L cards is not a journal

Screenshots are souvenirs. Structured trades answer questions.

2026-01-27 · 6 min read

Most traders already keep a record. It lives in the phone gallery: four hundred green-and-red screenshots, sorted by nothing.

The problem is not effort. It is that images cannot be queried.

What was my net on expiry days after charges? Which setup pays for itself once brokerage is included? Do I lose money in the first fifteen minutes, or does it only feel that way?

Every one of those needs fields: dates, symbols, tags, charges, notes.

Same year, two record-keeping systems

Screenshot gallery

  • Sorted by time only
  • No charges, no tags
  • Cannot filter by product or setup
  • Impossible to total for a financial year

Structured journal

  • Filter by FY, product, symbol, tag
  • Gross and net side by side
  • Behaviour fields the broker never prints
  • Exports in a shape a CA can read

Normalise dates the Indian way

Timestamps in IST, ranges in financial years. It sounds pedantic until April, when a January-to-December heatmap disagrees with every piece of paper on your desk.

Keep the fields brokers will never have

Your broker knows the fill. It does not know that you had written a loss limit that morning, that you broke it at 13:20, or that the setup was one you had already retired.

That is the part only you can record, and it is the part that changes behaviour.

What a trade record should collect
1FillFrom the brokerPrice, qty, time2PlanWritten pre-marketStop, risk, rule3TagSetup andbehaviour flags4ReviewDay card,FY analytics

Key takeaways

Your book already has these numbers. Import a broker CSV and the charts above draw themselves from your own closed trades.
Open the journal