Trading Journal & Portfolio Tracker

Successful trading requires discipline, analysis, and ruthless honesty about what works and what doesn't. Yet most traders rely on spreadsheets, scattered notes, and memory to track their trades - losing valuable insights in the chaos. Without a structured trading journal, patterns go unnoticed, mistakes repeat, and profitable strategies stay hidden.

With t0ggles, traders get a flexible system for logging trades and tracking performance. Use custom properties to record entry price, exit price, position size, and strategy for every trade. Analyze performance across different setups, timeframes, and market conditions. Document your trading plan, review sessions, and lessons learned - all in one place. Every feature included for $5/month.

#The Challenge: Why Traders Need A Better Journal

Most project management and note-taking tools weren't designed for traders. Active traders face unique challenges:

Trading data is multi-dimensional. Each trade has dozens of relevant data points: entry and exit prices, position size, stop loss, take profit, strategy used, market conditions, timeframe, sector, and more. Spreadsheets work but become unwieldy. Generic task apps lack the custom fields traders need.

Pattern recognition requires consistent logging. You can only identify what works if you track it systematically. Inconsistent journaling means inconsistent insights. That winning strategy you used last month? Without proper documentation, you might not even remember the specific conditions that made it work.

Emotional discipline is as important as technical analysis. Fear and greed drive most trading mistakes. A trading journal should capture not just what you traded, but why - and how you felt. Reviewing your emotional state alongside results reveals patterns that pure numbers miss.

Time is money - literally. When markets are moving, you need to log trades fast and get back to your screens. A clunky system means missed opportunities or - worse - trades you forget to log at all.

#How t0ggles Helps Traders Journal Effectively

#Custom Properties: Track What Matters to Your Strategy

Every trading strategy has different metrics that matter. t0ggles' custom properties let you build the exact fields you need for your trading journal:

Number properties for: Entry Price, Exit Price, Position Size, Stop Loss, Take Profit, P&L, Risk/Reward Ratio, Account Balance After Trade.

Select properties for: Direction (Long/Short), Strategy (Breakout, Momentum, Mean Reversion, Scalp), Timeframe (1m, 5m, 1h, 4h, Daily), Market Condition (Trending, Ranging, Volatile, Quiet).

Multi-select properties for: Sectors (Tech, Finance, Energy, Healthcare), Indicators Used (RSI, MACD, Moving Averages, Volume), Trade Tags (A+ Setup, Revenge Trade, FOMO, Textbook Entry).

Filter your trade history by any combination: "Show me all Long Breakout trades in Tech when RSI was oversold." See your win rate, average P&L, and performance patterns instantly.

#Notes: Document Your Trading Plan and Reviews

Discipline starts with a written trading plan. t0ggles' Notes give you space to document everything:

Trading Plan folder: Your strategy rules, entry criteria, exit rules, position sizing guidelines, and risk management parameters. Reference them before every session.

Daily Review folder: End-of-day analysis documenting what went right, what went wrong, and what you'll do differently tomorrow. Link to specific trades for context.

Strategy Playbooks folder: Detailed breakdowns of each strategy you trade, with entry triggers, confirmation signals, and optimal market conditions.

Market Analysis folder: Weekly and monthly market reviews, sector analysis, and broader economic observations that inform your trading decisions.

Rich text editing supports charts, screenshots, and tables - paste your chart setups directly into notes for future reference.

#AI Task Creation: Log Trades Fast

When you need to log a trade quickly, t0ggles' AI task creation parses natural language into structured entries:

"Long AAPL at 185.50, stop 183, target 190, position 100 shares, breakout strategy, tagged as A+ setup"

The AI creates a task with all custom properties filled, properly tagged and dated. No clicking through fields - just describe the trade and get back to your screens.

After market close, dictate your day's review:

"Great discipline today, stuck to the plan. AAPL trade worked perfectly, hit target. Avoided FOMO on NVDA when it spiked without setup. Only mistake was sizing too small on the AAPL trade - should have been full position given A+ setup quality."

The AI formats your review into a structured note, ready for future reference.

#Calendar and Reminders: Never Miss Market Events

Trading revolves around dates: earnings releases, Fed meetings, economic data, options expiration. t0ggles' Calendar view shows all your important dates in one view.

Create recurring tasks for your trading routine: "Pre-market analysis", "Review overnight positions", "End of day journal". Reminders notify you before key events - set a reminder 30 minutes before a position's earnings date.

Google Calendar sync integrates your trading calendar with personal commitments. See exactly when you can trade without conflicts.

#Multiple Projects: Organize by Account or Strategy

Using multi-project boards, separate your trading activities logically:

By Account: "Retirement IRA", "Trading Account", "Options Account" - each as a color-coded project. Track performance independently while seeing the total picture.

By Strategy: "Momentum Trades", "Swing Positions", "Scalps", "Long-term Holdings" - filter by strategy to analyze what's working.

By Market: "US Equities", "Crypto", "Forex", "Futures" - if you trade multiple markets, keep them organized while maintaining a unified journal.

Focus Mode zeros in on a single project when you need to analyze one strategy or account without distraction.

#Reports: Analyze Your Trading Performance

t0ggles' reporting helps you understand your trading patterns:

• Task distribution shows how many trades you take per strategy, per timeframe, per market condition
• Completion tracking reveals your trading frequency patterns
• Export to CSV for deeper analysis in Excel or trading-specific analytics tools

Combine with custom property filters: "Export all Momentum Long trades from Q1 where P&L > 0" to analyze your winning setups in detail.

#Trading Workflows in t0ggles

#Daily Trading Journal

Create a "Trading Journal" board with columns: Watchlist, Open Positions, Closed Today, Reviewing, Archived.

Start each day by moving potential trades to Watchlist with your entry criteria. When you enter, move to Open Positions with entry details. At close, move to Closed Today and add exit data and P&L.

End of day, review each trade, add notes about execution and lessons, then move to Reviewing. Weekly, go through Reviewing trades and either archive or tag for further study.

#Trade Review System

Create a "Trade Review" project for deep analysis sessions. When a trade deserves extra study - whether a big winner or a painful loss - create a detailed task with:

• Full entry and exit details in custom properties
• Screenshots of chart setups pasted into the description
• Links to related market analysis notes
• Tags for review category: "Perfect Execution", "Mistake to Learn From", "Lucky Win", "Unlucky Loss"

Schedule weekly review sessions using reminders. Subtasks break down the review: "Analyze entry timing", "Review position sizing", "Document lessons learned", "Update strategy rules if needed".

#Strategy Development Pipeline

When testing new strategies, create a "Strategy Development" project with stages: Idea, Backtesting, Paper Trading, Live Testing, Proven/Rejected.

Each strategy idea becomes a task moving through your development pipeline. Document backtest results, paper trading performance, and live results in task descriptions. Task dependencies ensure you don't skip stages - Paper Trading can't start until Backtesting completes.

Graduate proven strategies to your main playbook. Archive rejected ideas with notes on why they failed - you might revisit them when market conditions change.

#What Traders Need vs What t0ggles Delivers

What Traders Need	How t0ggles Delivers
Track trade details systematically	Custom properties for price, size, strategy, P&L
Log trades quickly during sessions	AI task creation from natural language
Document trading plan and rules	Notes with folders for plans, reviews, playbooks
Analyze performance by strategy	Filter and sort by any custom property
Never miss earnings or events	Calendar view, reminders, Google Calendar sync
Separate accounts or strategies	Multi-project boards with color-coded projects
Review and improve consistently	Structured workflow from trade to review to lessons
Export data for deeper analysis	CSV export with all properties and tags

#Why Choose t0ggles Over Alternatives

Traders have options for journaling. Here's how t0ggles compares:

vs Spreadsheets: Excel and Google Sheets are flexible but require building everything yourself. No reminders, no mobile app, no AI to speed up logging. As your journal grows, spreadsheets become unwieldy and analysis requires constant formula updates.

vs Dedicated Trading Journals: Purpose-built trading journals often cost $20-50/month and lock you into their specific fields and workflows. If your trading style doesn't match their templates, you're stuck.

vs Notion: Notion can do almost anything, which means building your system from scratch. Time spent configuring Notion is time not spent trading or analyzing. t0ggles gives you structure out of the box.

vs Trello: Trello lacks custom properties for the data traders need. No number fields, no filtering by multiple criteria, no Gantt or Calendar views. It's a visual board without the depth serious journaling requires.

t0ggles hits the trader sweet spot: flexible enough to track any strategy, structured enough to use immediately, and priced for individual traders - not institutional teams.

#Simple Pricing for Individual Traders

Trading tools add up. Data feeds, charting platforms, scanners, news services - your monthly software costs can easily exceed your gains in a bad month.

$5 per user per month (billed annually) includes everything:

• Unlimited boards, projects, tasks, notes, and files
• Custom properties for any trading metric
• AI task creation and text assistant
• Calendar view with Google Calendar sync
• Reminders and notifications
• Board automations
• Multiple views: Kanban, List, Calendar, Gantt
• Full reporting with CSV export
• Mobile app for logging trades on the go
• All integrations (Zapier, API)

For a solo trader, that's $60/year for a complete trading journal and portfolio tracking system. No feature tiers. No "upgrade for custom fields" walls.

14-day free trial - set up your trading journal today.

#Get Started Today

Consistent profitability requires consistent analysis. Every trade teaches something - but only if you capture and review it. t0ggles gives you the structure to journal every trade, the flexibility to track what matters to your strategy, and the tools to find the patterns that make you a better trader.

Start your free trial and build the trading journal your P&L deserves.