How to Use the Deepvue Trading Journal: The Complete Guide

Trading journaling works when every trade carries the same few facts, recorded the same way every time. Here is how to journal trades so the stats mean something: your broker supplies the numbers, and you add the context only you know.

Simple inputs beat long forms. A playbook, a few tags and one emotion take seconds per trade, which is exactly how to journal your trades consistently enough for the stats to mean something.

Learning how to use the Deepvue Trading Journal is a one time setup followed by a quick habit: steps 1 to 4 set up your journal, and steps 5 to 8 repeat after every session.

Open the journaling module from the left navigation in Deepvue. The Dashboard, Trades, Notebook and Model Books tabs run across the top, with the Journal Agent button on the right.

A new journal starts with demo data, so every app, filter and review screen can be explored before your own trades arrive. Click Erase Demo Data when you’re ready to start fresh.

Connecting a broker is the fastest way to journal trades, because every fill, deposit and withdrawal arrives on its own. Click All Accounts at the top of the journal to open the Accounts window, then click Connect Account. In Connect a brokerage, search for your broker, pick it and sign in to start syncing trades.

The Dashboard opens with a standard layout that you can make your own. Click Add Apps, then click any Portfolio, Performance or Analytics app to add it, and remove any app you don’t need. It works the same way as every customizable dashboard in Deepvue.

• •Set up each app. Show or hide columns and data points, and switch between dollars, percent or both.
• •Hover for definitions. Each stat tells you what it measures and how it is worked out.
• •Filter everything at once. Pick accounts, a date range or tags, and every app recalculates; Clear filters resets the view.
• •Search one symbol. Global search narrows every stat to a single ticker.
• •Switch on privacy mode. The eye icon swaps dollar amounts for percentages when you share your screen.

Stops power the most useful numbers in the journal. Once a trade has a stop, the Deepvue Trading Journal works out its R multiple, its heat and its share of your expectancy.

Open the Trades tab and click the Needs Stop filter. Each position without a stop shows an Add stop field in the Stop column, and R updates the moment you enter a price.

On the Dashboard, Open Risk compares your original heat, the risk you planned, with your current heat after any stop changes. The Position Size Calculator sizes your next trade from the same stop, so planning and journaling run on one number.

Three quick inputs turn your trade history into answers. Add them while reviewing a trade, or right away on your phone.

• •Playbook. The setup you traded, such as a base breakout, an earnings gap or a high tight flag. Performance by Playbook ranks each one.
• •Tags. The reasons and rules behind the trade, such as relative strength, volume support or the sell rule you used. You create your own tags, as broad or as granular as you like, and Performance by Tag scores each one.
• •Emotion. How you felt going in, like calm, confident or focused. Performance by Emotion shows how each state of mind trades.

Filter the Trades tab by Untagged to find every trade still waiting for its inputs.

Filter the Trades tab by To Review and click any trade to open its review.

• •The chart. Your executions plot on a Deepvue chart in the workspace you choose, with green markers for buys and red for sells, each showing which account, when, how many shares and at what price.
• •The executions list. Clicking any fill below the chart jumps straight to it.
• •The numbers. P&L, P&L %, average price and average exit appear in the review.
• •Your notes. Write the plan in pre trade notes and the lesson in post trade notes.
• •Save and next. Saving marks the trade Reviewed and moves on to the next one, and the arrow skips ahead.

For a fast pass, sort the Trades tab by P/L % and review your biggest winners first, then work down the list.

Reading your stats is the payoff of learning how to use a trading journal. With trades tagged and reviewed, the Dashboard answers the questions that move your results. Set the date range to a week, a month or year to date, and hover over any stat for its definition.

Batting average counts winners, losers and breakevens, and a trade that closes within half a percent either way counts as a breakeven. Each app is covered in Deepvue Trading Journal features.

The Notebook holds the thinking around your trades. Click New note, give it a title and file it in a folder such as Daily review or Weekend routine.

• •Charts in notes. Type /chart, pick a symbol, timeframe and workspace, and a chart snapshot appears in the note.
• •Templates. Make template turns any note into a reusable layout for premarket plans or weekly reviews.
• •Find it fast. Search, tags and Favorites bring any note back in seconds.

Model Books are in the journal too, so you can study historical examples of a setup and then check how your own trades of that setup performed.

Click Journal Agent at the top right to open the panel. Start with a suggested prompt like Review my recent trading performance, or type your own question, for example which setup is your best, and voice input lets you say it out loud instead.

New Chat starts a fresh topic, Chat history reopens past reviews and Add context brings more information into the conversation. Answers lead with the one thing most worth your attention, then back it up with the numbers from your record.

Beyond your own trades, the Journal Agent answers research questions too, such as which stocks are similar to one you trade, and its Prompt Library adds market, theme and stock prompts from the Deepvue AI Terminal. Using the Journal Agent is optional, and it only ever sees anonymized trade data, which goes to an AI provider that retains nothing.

Knowing how to journal trades is half the job, and a simple routine is the other half. Each part of this routine maps to one place in Deepvue, which makes journaling trades automatic.

You can journal trades on desktop and mobile with the Deepvue Trading Journal, wherever you are. Download or update the Deepvue app for iOS or Android, and the full journal, from Dashboard apps and trade review to your Notebook and Journal Agent chats, opens on your phone.

Here is how to journal your trades on the go: tag the playbook and emotion on your phone right after a trade, then finish the review on your desktop chart later. Everything you enter syncs between devices, and the Deepvue features hub shows the rest of the platform.