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The Trading Notebook is a Pro feature. It gives you a place for structured reflection beyond trade-by-trade journaling — daily preparation, end-of-day reviews, mindset work, and market observations.
The Notebook is where you build the habits that surround your trading. While the Trade Journal captures what happened on each trade, the Notebook captures what’s happening in your head before, during, and after each session.

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Note Categories

Every note is assigned a category. This keeps your notebook organized and lets you filter by type.
CategoryPurpose
Daily Game PlanPre-session preparation — market analysis, commitments, and execution plan
Daily ReviewEnd-of-day reflection on execution quality and behavioral patterns
Weekly ReviewWeekly summary of performance, patterns, and adjustments
Monthly ReviewBig-picture assessment of progress and strategy effectiveness
MindsetPsychological observations, mental game notes, and self-coaching
OtherAnything that doesn’t fit the categories above

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Creating a Note

1

Click New Note

Click the New Note button in the top right corner. A full-screen editor opens.
2

Fill in the details

  • Title (required) — give your note a clear, descriptive name
  • Category — select from the six categories above
  • Journal Date — defaults to today, but you can backdate if needed
3

Write your content

Use the rich text editor to write your note. You can format text, add checklists, insert images, and more.
4

Save

Click Create to save your note. It will appear in your notebook immediately.

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Rich Text Editor

The editor supports full rich-text formatting with a toolbar at the top:

Text formatting

Bold, italic, underline, strikethrough, and inline code. Font sizes from 12px to 48px.

Headings & alignment

Three heading levels (H1, H2, H3). Left, center, and right alignment.

Lists & tasks

Bullet lists, numbered lists, and interactive task lists with checkboxes you can toggle.

Blocks & media

Blockquotes, code blocks, links, and images (via URL). Full undo/redo support.

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Templates

Templates give you a pre-built structure so you don’t start from a blank page. TradeAlign includes two built-in templates, and you can create your own.

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Built-in templates

A comprehensive pre-session preparation template covering:
  • Daily statement — trading philosophy and intention for the day
  • Well-being check — sleep, energy, and emotional state assessment
  • Emotional state checklist — Calm, Focused, Neutral, Tension, Distracted, Urgency/FOMO
  • Trading waiver — six commitments to check off before trading (risk limits, playbook adherence, stop discipline)
  • Market analysis — higher timeframe bias, market condition, key context
  • News events — scheduled economic releases
  • Game plan — playbook selection, entry criteria, risk management, execution notes
A structured end-of-day reflection template covering:
  • Execution breakdowns — rule violations, overtrading, hesitation
  • Execution strengths — what you did well, consistent rule-following
  • Lessons learned — one behavior to reinforce, one to reduce
  • End-of-day reflection — emotional state, playbook adherence, and an overall execution grade

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Using a template

  1. In the editor, click Manage Templates to open the template sidebar
  2. Click any template to apply its content and category to your note
  3. Edit the pre-filled content as needed, then save
You can duplicate a built-in template to create your own version. This lets you customize the structure while keeping the original intact.

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Creating custom templates

  1. Create a new note with the structure you want to reuse
  2. Instead of clicking “Create”, click Save as Template
  3. Your template is now available in the sidebar
Custom templates can be:
  • Pinned to a quick-access bar at the top of the editor for one-click access
  • Edited or deleted from the template sidebar
  • Applied to any new note just like the built-in templates

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View Modes

Three ways to browse your notes. Toggle between them using the view buttons below the search bar.

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Cards

A grid layout showing note cards with:
  • Category badge and pin indicator
  • Title and a 3-line content preview
  • Date
  • Action menu (view, edit, pin/unpin, delete)
Pinned notes always appear first in their own section.

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List

A compact row-based view showing:
  • Pin indicator
  • Title with content preview
  • Category badge
  • Date
  • Action menu
Best for quickly scanning a large number of notes.

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Calendar

A month-view calendar where each day shows color-coded dots representing notes by category.
  • Navigate between months with the left/right arrows
  • Click any day to see the notes created on that date
  • Click a note to open it
This view is useful for spotting gaps in your routine — for example, days where you skipped your game plan or review.

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Search & Filtering

  • Search bar — filters notes by title and content as you type
  • Category dropdown — filter to show only one category (e.g., only Daily Reviews)
  • Pinned notes always sort to the top in Cards and List views, regardless of filters

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Managing Notes

ActionHow
ViewClick any note to open it full-screen
EditOpen a note → click Edit, or use the action menu
Pin / UnpinVia the action menu — pinned notes stay at the top
DeleteVia the action menu — requires confirmation
Build a daily routine: Use the Daily Game Plan template before each trading session to set your intentions and check your emotional state. After the session, use the Daily Review template to reflect on execution. At the end of each week, write a Weekly Review to spot patterns. This rhythm is what separates traders who improve from those who repeat the same mistakes.