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Documentation Index

Fetch the complete documentation index at: https://docs.tradealign.app/llms.txt

Use this file to discover all available pages before exploring further.

The Trading Notebook is a Pro feature. It gives you a place for structured reflection beyond trade-by-trade journaling — end-of-day reviews, weekly and monthly assessments, mindset work, behavioral exercises, 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 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
BehavioralPattern-breaking exercises for specific trading mistakes (FOMO, revenge trading, overtrading, stop loss discipline)
OtherAnything that doesn’t fit the categories above
Pre-session preparation is now handled by the Game Plan feature, which provides structured readiness checks, risk parameters, and session tracking. The Notebook focuses on reflection and behavioral work.

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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 11 built-in templates organized by category, and you can create your own. When you open the editor, the template sidebar appears automatically on the left, grouped by category. You can close it and reopen it via Manage Templates if you prefer more writing space.

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Built-in templates

End-of-day reflection covering execution breakdowns, execution strengths, lessons learned, and an end-of-day reflection with emotional state checklist and an overall execution grade (A/B/C based on process, not P&L).
End-of-week assessment with this week’s numbers (total trades, win rate, net P&L, average Align Score), sections for what worked and what didn’t, pattern recognition (most common emotions during wins vs. losses, most repeated mistake, best/worst day), playbook assessment, and one specific focus for next week.
End-of-month assessment with month-at-a-glance metrics, progress vs. last month, best and worst trades analysis, behavioral patterns, playbook performance review, key learnings, and 2–3 specific goals for next month.
Guided reflection for after a losing day or significant drawdown. Covers what happened (factual), the trigger (checklist of common causes), emotional timeline through the session, the honest question (“If you had followed your playbook exactly…”), and specific action items. Includes a closing reminder about Align Score trends.
For slumps and drawdowns. Walks through an honest self-assessment, an evidence check against real analytics data (Align Score, win rate, best trades), data vs. feeling analysis (is this variance or discipline?), why your edge still works, and a concrete rebuilding plan with reduced position sizes and process-focused goals.
Sunday evening preparation. Reviews last week’s takeaway, this week’s market context (events, holidays), one behavioral focus for the week (checklist), execution-based success criteria, and a personal check-in for anything that might affect trading.
Quarterly self-examination. Write down your core trading beliefs, test each against your actual data, identify beliefs that might be hurting you (checklist of common harmful beliefs), rewrite one belief based on evidence, and define what changes as a result.
For when FOMO keeps appearing in your mistake tags. Identify when and how FOMO hits you, calculate the actual cost of FOMO trades from your journal, build a counter-response plan, reframe the urge, and track FOMO urges over 5 trading days.
Post-session exercise after revenge trading. Map the full sequence from initial loss to final stop, track the emotional escalation, calculate the real cost (planned vs. revenge P&L), identify your trigger pattern, and commit to a specific circuit breaker rule.
For when you consistently exceed your planned trade count. Analyze P&L by trade number (trades 1–2 vs. 3+), identify what’s driving the extra trades, quality-check each trade beyond your max, calculate what your P&L would be with only your first 2 trades, and set a new enforceable rule with a concrete “done” signal.
For when “Moved Stop Loss” or “No Stop Loss” keeps appearing. Track your stop loss record over the last 20 trades, identify why you move your stop (checklist of common reasons), calculate the extra damage from moving stops, rewrite your stop loss rules as non-negotiable statements, and track discipline over the next 10 trades.

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Using a template

  1. Open the editor — the template sidebar appears on the left, grouped by category
  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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Template recommendations

After completing a Game Plan session, TradeAlign checks your trades for behavioral patterns and recommends the most relevant template. For example, if you tagged “Revenge Trading” on two trades, you’ll see a recommendation card linking directly to the Revenge Trading Debrief template. Clicking the link opens the Notebook with that template pre-loaded — one tap to start the exercise.

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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 reflection routine: Complete your Game Plan before each session to set your intentions and check your readiness. After the session, use the Daily Review template to reflect on execution. If the Game Plan flags a specific issue (revenge trading, stop loss violations, FOMO), follow the recommended behavioral template. 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.