Feature · Core app
Period reports
Build saved review reports from live journal records. Each report keeps the period metrics, narrative review, strengths, risks, action items, and questions together for later review or sharing.
- Weekly, monthly, and yearly periods
- Verified metrics and scored review
- Saved, downloadable, and shareable reports
- Read and sharing access through the API
Period reports
Turn a week, month, or year of journal data into a review pack.
Use period reports in a complete review workflow
These focused guides connect the feature to the journal fields, metrics, and review habits used in different trading workflows.
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Track win rate, profit factor, average R, equity, drawdown, setups, accounts, and behavior with the journal context behind every metric.
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Use an AI trading journal to review trades, emotions, patterns, and risk from your own journal data, then turn insights into next-session actions.
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Separate prop firm accounts, journal trades, track drawdown and R, document rule adherence, and review consistency without mixing evaluations.