Journaling workflows

If you’re keeping a trading journal with Tradervue, and writing specific notes for each trade you make, there are several different workflows you can use to do this easily. Specifically, you can:

1. If you’re using an auto-importer (such as Journal Lync), you have the best of all worlds; you can simply make notes as you go, and your executions will be loaded in near real-time. Importing can be automated via our API.

2. You can import your trades at the end of the day (or at whatever frequency makes sense for you), and then make notes on your trades. This is simple and easy, but the downside is by the time you import your trades, you may not remember everything that you would have liked to make notes about.

3. You can make per-trade notes throughout the day, and then have your imported executions “match up” with those notes when you import at the end of the day.

Let’s dive into a bit more detail about how the third option works.

Suppose you just opened a trade in TWTR a minute ago. You have a bunch of things that are fresh in your mind about why you entered this trade, and you’d like to make some notes about it. Do the following:

1. In Tradervue, click “New Trade”. Enter TWTR as the symbol, and enter the notes that you want to capture:

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2. If there are tags you want to apply to the trade, add them here. If you’re using account tags, add a tag for the account.

3. If you’re using risk tracking, enter your initial risk.

4. Save the trade.

Now you have the trade saved, albeit with no executions yet.

Later in the day, perhaps you make an adjustment to the trade, and want to make additional notes. From the Trades View, find the TWTR trade, and click “details” to open it. Now you can enter additional notes, add/remove tags, etc. You can repeat this throughout the day:

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At the end of the day, import your data from your trading platform as you normally would. What will happen is the executions making up the first trade in TWTR will be attached to the empty trade you created earlier in the day:

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This is a very useful way to make the best use of your journal throughout the trading day. You can make notes on your trades when your thoughts are fresh in your mind, and not lose any nuance that you might miss if you wait until the end of the day.

Post journal entries from 1Writer on iOS

We’ve recently made some major additions to our API, and there has been quite a bit of interest around them. Today we will demonstrate a 1Writer action, where you can create journal entries and notes from the powerful markdown editor app on iOS.

After you’ve installed 1Writer from the App Store, you can install the Tradervue Journal entry action from the directory. Once installed in 1Writer, you’ll need to add your Tradervue username and password to the script, so it can use your account. Tap the “…” button in the lower left corner of the 1Writer editor, and tap the “i” icon next to the Tradervue Journal entry action:

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Then in the source code for the action, enter your Tradervue username and password at the top of the script. So change the first four lines to look something like this, but with your own username/password:

// Enter your Tradervue username and password below
username = "joe_user";
password = "seekrit";
//

Then you can close the action and go back to the editor.

Now, when you tap the “…” button in the editor, you’ll see a list of options:

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If you tap “Open today’s journal entry”, it will open the notes for today’s journal entry in the current note in 1Writer:

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You can then edit that entry, perhaps adding some additional notes to the end:

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Then tap the “…” button again, and select “Save today’s journal entry”, and it will be saved to Tradervue as you would expect:

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You can also save the current note in 1Writer as a new Journal note – if you haven’t used them before, see Journal Notes in Tradervue.

Note that this action is primarily intended as an API sample, and is unsupported – but that said, it’s super handy, so feel free to use it!

Multiple tag filters – now with NOT

Multiple tag filters are an incredibly powerful way to filter trades in Tradervue, and today they’re getting even better. You can now exclude tags from your filter using NOT. With this in mind, let’s go through the different ways to filter tags:

AND

You can require multiple tags using an AND filter. For example:

earnings AND momentum

OR

You can require one or more tags using an OR filter:

earnings OR momentum

NOT

You can exclude trades with a certain tag:

NOT earnings

You can also combine NOT and AND, to include only trades that have one tag but not another:

earnings AND NOT momentum

Tradervue API additions

Over the past weeks, we’ve been adding a lot more functionality to the Tradervue API. In addition to the Import API we’ve had for a while now, we’ve added API access for:

  • Trades
  • Journal entries
  • Journal notes
  • Executions
  • Comments

Here are just a few things you could do with the new API:

  • Create new trades programmatically, and add notes to them throughout the trading day
  • Update your daily journal entry from another application
  • Create journal notes from anywhere
  • Retrieve data about your trades, including analytics like MFE/MAE and efficiency, for further analysis in other applications 

The list goes on and on! See the updated documentation for the API for more details.

We’re also not done with the API – so if there is something you’re trying to do, and you need additional API support, let us know!