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!

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:

image

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:

image

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.

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!