Process dashboard
Today and this week
Current Account
Process Warnings
Account profile
Your rules, manually entered
New trade
Rationale and review
Save repeatable setups so trade entry stays fast during or after market hours.
Trade log
History and filters
| Date | Symbol | Setup | P&L | Grade | Plan | Tags | Shot | Actions |
|---|
Daily review
Close the loop
Saved Daily Reviews
Weekly report
Printable process review
Data
Import, export, and reset
Backup
CSV Import
Required headers: date, symbol, direction, quantity, pnl.