Trading journal and guardrails

Configure the journal

Trading is an optional module: turn it on in Settings → Modules and it appears in the sidebar (the page is /trading). Its tabs are Overview, Trades, Daily journal, Accounts, Instruments, Setups and Guardrails.

1. 1On Accounts, create a trading account with a name, broker, currency, starting balance and type (live, demo or prop).
2. 2On Instruments, use the ready-made instruments or add your own symbol and asset class (forex, crypto, stock, future, option, index or commodity).
3. 3On Setups, create the patterns you want to measure, with their rules or checklist.
4. 4On Guardrails, set any risk limits you want: maximum trading hours per day, maximum consecutive losses, maximum net realized loss per day and maximum risk per trade (%). Leave a field blank to turn that limit off.

Record a trade

A trade has an account, instrument, direction, status (open, closed or cancelled), open and close times, quantity, entry, exit, stop, target, fees, setup, session (Asia, London, New York or other), emotion, a 1 to 5 rating and notes, plus screenshots and files. FocusPilot works out realized P&L and the R-multiple for you. The Trades table is searchable and paginated; select any row to open its details.

Guardrails warn, they don't block: if a new trade would break a limit, FocusPilot shows why and asks you to tick I acknowledge these limits and want to log the trade anyway.

Export CSV on the Trades tab downloads the trades matching your current filters.

Keep a daily journal

The Daily journal tab has one entry per day: session review and notes, market overview, high-impact news, conditions and screenshot links. Once the entry is saved you can also attach screenshots and files.

Import trades from a screenshot

1. 1Open Trades, choose Import screenshot, select the matching trading account, and upload a clear MT4 or broker history screenshot (JPG, PNG or WebP, up to 8 MB). This needs the AI assist module and counts as one AI run.
2. 2FocusPilot extracts every visible closed trade, even when the screenshot includes multiple historical dates or omits its column headings.
3. 3If needed, change the destination account on the review screen. FocusPilot rechecks duplicate identities for that account without sending the image to AI again.
4. 4Review the instrument, direction, times, quantity, prices, fees, and broker-reported net P&L for every detected trade.
5. 5Correct any highlighted or low-confidence fields, deselect rows you do not want, then confirm the import.

How Today guardrails are calculated

The Guardrails Today view uses the user's configured timezone to determine the local day, then evaluates only that user's workspace-scoped journal activity. Trading time, realized loss, and the consecutive-loss streak reset at the start of each local day. It does not use the server's UTC calendar day or mix records from another workspace.

Review performance

• All-time performance or a specific calendar day, Monday–Sunday week, or month
• Equity curve
• Win rate and average R
• Expectancy and profit factor
• Breakdowns by instrument, setup, and session
• The AI trader coach on Overview, when AI assist is on