Trade Journal
The Trade Echo trade journal - KPI bar, Discipline Score, calendar, trade log, review drawer, and how to get your trades in.
Your Dashboard is a full trade journal: every trade you log (or sync) feeds a calendar, a searchable trade log, and a stats engine built around one question - how disciplined is your trading?
Dashboard KPI bar with discipline ring and trading metrics
The KPI bar#
A compact strip above the tabs summarizes the selected range:
| KPI | What it means |
|---|---|
| Discipline | Your 0-100 Discipline Score as a ring, with tier label |
| Net P&L | Net realized profit and loss |
| Profit Factor | Gross profit ÷ gross loss - above 1.0 is profitable |
| Win Rate | Share of closed trades that won, with W/L counts |
| Total Trades | Closed trades in the range |
| Avg / Trade | Average realized P&L per closed trade |
Click More metrics to expand five secondary cards: Total Profit, Total Loss, Highest Profit, Greatest Loss, and % Profitable Days.
Discipline Score#
A 0-100 score that reframes "good trading" as discipline and consistency rather than raw P&L. It is computed from four weighted components:
| Component | Weight | Full credit at |
|---|---|---|
| Profit factor | 30% | 2.5x |
| Win rate | 25% | 60% |
| Win/loss ratio | 25% | 2.0x average win vs average loss |
| Consistency | 20% | 60% profitable days |
Tiers: Elite discipline (80+), Strong discipline (65+), Developing (45+), Needs work (below 45). The full score card - gauge, tier, and per-component bars - lives on the Stats tab; the KPI bar keeps a compact ring so header and Stats always agree.
Discipline Score card with gauge and component bars
Three tabs#
Calendar#
Daily P&L on a month grid - spot your best and worst days, streaks, and weekly cycles at a glance. Click a day to see its trades.
Dashboard calendar view with daily P/L and performance stats
Trade Log#
A sortable, searchable table of every trade:
- Search by ticker; filter by date range, P/L, or trade type
- Edit or delete manual trades; batch-select multiple rows
- Rows synced from copy trading are read-only in the journal (they came from a pilot you copy) - you can still journal notes and ratings on them
- Export what you see
Stats#
The deep-dive: Discipline Score card, headline metrics, and the Consistency panel - profitable-day summary, max win / loss streaks, and day-of-week and time-of-day P&L bars so you can see when your edge shows up (and when it doesn't).
Reviewing a trade#
Open any trade to slide out the review drawer (right side, no popup):
- Notes - your thesis, what worked, what didn't
- Fees - log commissions and fees per trade
- Ratings - grade your execution
- AI Review - ask for an AI read on the trade
Trade review drawer with notes, fees, and AI Review
Getting trades in#
- Manual entry - Add Trade, fill in ticker, prices, dates, quantity, and notes.
- Bulk upload - the Upload Trades page accepts
.xlsx,.xls, or.csvfiles. - Broker sync - connect your broker once and fills import automatically. See Broker Sync. Options that expire are closed for you at $0 after expiration (both legs of an expired spread), so expired losses show in your P&L instead of sitting open.
Copy trading fills also appear automatically if you use Copy Trading.
Web and mobile#
The journal works on web and mobile - log, review, and track from either. The redesigned KPI bar, Discipline Score card, and Consistency panel described above are the web dashboard experience; mobile keeps the core journal, calendar, and stats.
Next Steps#
- Broker Sync FAQ - connect your broker for automatic imports
- Risk Management Overview - turn journal insights into rules
- Daily Trading System - the evening review habit