# Trade Journal

> The Trade Echo trade journal - KPI bar, Discipline Score, calendar, trade log, review drawer, and how to get your trades in.

Source: https://tradeecho.com/docs/features/trade-journal (updated 2026-09-25)

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](https://tradeecho.com/docs/img/app/journal-kpi-bar.png)

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## 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.

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## 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](https://tradeecho.com/docs/img/app/journal-discipline-card.png)

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## 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](https://tradeecho.com/docs/img/app/dashboard-calendar.png)

### 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).

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## 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](https://tradeecho.com/docs/img/app/journal-review-drawer.png)

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## Getting trades in

1. **Manual entry** - Add Trade, fill in ticker, prices, dates, quantity, and notes.
2. **Bulk upload** - the **Upload Trades** page accepts `.xlsx`, `.xls`, or `.csv` files.
3. **Broker sync** - connect your broker once and fills import automatically. See [Broker Sync](https://tradeecho.com/docs/faq/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](https://tradeecho.com/docs/features/copy-trading/overview).

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## 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.

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## Next Steps

- [Broker Sync FAQ](https://tradeecho.com/docs/faq/broker-sync) - connect your broker for automatic imports
- [Risk Management Overview](https://tradeecho.com/docs/risk-management/overview) - turn journal insights into rules
- [Daily Trading System](https://tradeecho.com/docs/getting-started/daily-trading-system) - the evening review habit