Create Journal entries and notes from iOS

A while back, we wrote about a 1Writer action to post journal entries and notes from 1Writer on iOS. That proved to be a pretty popular idea, and today we are making it easier to do that from almost any iOS app.

With a recent release of Workflow, it’s now possible to use the Tradervue API from within Workflow, without having to use any additional code. We can use this to create an action extension to post to Tradervue from any application that can share text. For example, here we are sharing a note from Bear to a new Tradervue journal note1:

First you’ll need to download Workflow from the App Store. Then, you can install our workflows by clicking these links on your device:

Tradervue Journal Entry – this workflow allows you to create or update the journal entry for the current day

Tradervue Journal Note – this workflow creates a new journal note

When you install those workflows, use the customize window that pops up and enter your Tradervue username (or email) and password; these will be stored on your device, and will be used by Workflow to access our API and send data to Tradervue. You can change these later if you wish by editing the workflow.

That’s it! You can now click the share button in apps that support sharing text — anything from Mail, to Notes or Drafts, to powerful writing apps like Ulysses. The very first time you try to share, you may need to add the “Run Workflow” action to the share sheet; scroll all the way to the right, tap More, and enable Run Workflow:

Once you do that once, it will be available everywhere. So for example, suppose we have a note in Notes we want to share:

We tap the share button, and the share sheet comes up:

Then we tap “Run Workflow”, and select a workflow:

We tap “Tradervue Journal Entry”, and we will then see the note published to Tradervue:

Workflow is a powerful app on iOS, and when paired with the Tradervue API, there’s no limit to what you can do. We’d love to hear how you use Workflow to streamline your process of journaling and using Tradervue!


  1. If you are using Bear, and wish to preserve your markdown formatting, then instead of clicking the share button on a note, instead click the info button at the top right. Then tap MD (to export in Markdown), and then click the share button to send that to Tradervue with the formatting intact. 

New Notes Templates

Some traders have specific notes they like to paste into the notes for all of their trades and/or journal entries. Often this is a form with a number of fields, so they don’t forget to record a particular piece of info about the trade, but it can be anything.

We now have templates available, so new trades (and new journal entries) will have a specific set of notes automatically populated. No more copying and pasting!

Notes templates

To set up your templates, go to the new Notes Templates tab in your Settings.

Notes now available on Dashboard

Ever since we introduced general notes to Tradervue, they have proven quite popular. Traders have told us they’re using them to record their trading plan, keep watchlists, and make market notes for the week, just for a few examples.

To make notes more accessible, we now display your most recent notes on the Dashboard:

Tradervue___Subscriber_Dashboard

The 5 most recently updated notes will be shown; if you have yet to create any notes, you’ll see a link to create your first note.

New users and those who have never customized their Dashboard will see the notes box there immediately. If you have customized your Dashboard, we haven’t changed your settings, so you won’t see notes right away. To add them, you can Customize your Dashboard.

Adding timestamps to notes

It’s now possible to quickly add a timestamp to trade or journal notes. To add the current timestamp, click the calendar button on the right side of the editor toolbar:

editor

Even quicker, you can just press Ctrl+T in the editor, and the timestamp will be inserted at the current cursor position.

Timestamps are entered in US eastern time, to match the time zone your execution times and charts are displayed in.

This is super handy for updating notes on a developing trade throughout the day, making notes on a swing trade, or adding notes throughout the day to a journal entry!

Saving Notes

There have always been two places to record notes in Tradervue:

  • Notes for an individual trade (when viewing an individual trade)
  • Notes for a day (in the Journal View)

But starting today, you can create general notes, not specifically attached to trades or days, for anything you like! Your notes will be listed in the sidebar on the Journal View:

Tradervue___Journal

Clicking on one of your notes will display it:

Tradervue___Journal_Entry

As with any other note in Tradervue, you can not only type your notes, but also add images and video to them if you wish!

Print your journal and reports

It’s now possible to print your Journal or Reports – which has been a very popular request! To print, just visit the Journal View, or the Reports View, and use the normal print function in your browser. The format will change to be appropriate for printing:

print1

We recommend using Chrome, Firefox, or Safari for best results when printing.

New journal comments

For folks using the mentor/coach features in Tradervue, we’ve always had the ability to leave private comments on trades, only visible to the trader and the mentor(s).

Now, we’ve added the ability to have comments on journal entries as well! When a mentor is viewing a trader’s journal entries, there is a new “Add comment” link (or, if there are already comments, a “View comments” link):

journalcomment1

Clicking that link will open the journal entry in its own page, and show a comment editor:

journalcomment2

And after entering a new comment, the journal entry’s page will display all of the comments for the entry:

journalcomment3

These comments are, of course, only visible to the trader and the mentor(s). Notifications work similarly to trade comments – you’ll get an email if a new comment is left on one of your entries, or an entry you’ve previously commented on, and you can turn off notifications on a per-entry basis.

Big update today, including new subscription plans

We’ve launched a ton of new features today, along with rolling out new silver and gold subscription plans with even more great features. Among the new additions:

  • New reports! A P&L overview, performance by tag, detailed views of performance by trade duration and other dimensions. And even a new report of performance by market day type (e.g. trend day, range day, etc.).
  • Commission and Fee Tracking. One of the most-requested features since the launch is now available!
  • Chart studies and comparisons. You’ve already had auto-generated price charts; now, you can add studies such as moving averages, MACD, bollinger bands, and many more to your charts. Plus, you can add another symbol to your charts for comparison purposes.
  • Dashboard. A new dashboard will greet you when you log in, helping you see at a glance what’s happening with your recent trading.
  • Import preferences. You can now tweak the trade grouping behavior that is used when you import your trades. If you’re one of the folks who splits or merges all of their trades every day, this can now be automated to save you some time.

I’ll add posts here over the next few days detailing all of these new features…but in the meantime, head on over to Tradervue and start seeing how it could improve your trading performance!

All new Journal View

The Journal View in Tradervue has been totally redesigned! In addition to a much nicer layout, there are a number of new features:

  • Your trades are now broken out by day, with statistics shown for each day
  • You can now have notes for a trading day, in addition to the notes you have for individual trades.
  • Each day displays your running P&L for the day (you can also view P&L charts for individual trades as mentioned here)
  • You can add entries with notes for days where you didn’t trade

All in all, a significant rework of the journal view. Take a look and let us know what you think!

On reviewing your trades

From a post on Grove Trades:

I’ve taken the last several months of trades and imported over 900 historical trades into an online trading journal a couple weeks ago. For those who don’t have a trading journal setup yet, www.tradervue.com is a great new online trading journal that’s free. I really like it after reviewing many others (free doesn’t hurt), and the reports are also useful. Simple and elegant to use, but powerful.

By reviewing each of my historical trades carefully one by one (and trying to relive the moment — why I took it, how I felt, etc.), and then writing journal notes and placing appropriate tags with useful metrics (grade, setup type, outcome, market conditions, target met or not, etc.), I can run reports to see what setups are working for me, how much those setups make, win/loss %, how well I executed, what type of trades are NOT working for me, etc. To get these types of reports, the “trick” is to spend the big effort to add meaningful tags into your trade journal records.

As you, Dr. Brett, and others have mentioned, I want to focus on my strengths. This journal is helping me significantly to discover what my strengths are, via facts from my actual trading results.

It’s definitely worth reading the whole thing, as well as the article on the SMB Capital blog that it’s referring to. It’s fun to hear from folks who find Tradervue is making a real difference for them!