Start a note while
checking results.
Day View puts Add day notes on the result card, opening that day’s note directly.
Tradeify Journal · Design case study
Every trade
has a story.
Making daily reflection easier to start,
finish, and return to.
THE BRIEF
Make journaling a daily habit.
Traders try it, then stop.
Journaling feels like a chore.Goal: more daily active journalers on trading days.
Two wins, then a loss and two impulsive trades chasing it. Alex walks away with five untagged trades and a daily loss of $961.
01 · MAKE IT EASY TO START
Turn an account check
into a journal entry.
Put the next step where traders already look.
FOLLOW THE SESSION
CHOOSE A TRADE
Start a note while
Start from
a specific trade.
Choose a trade from the chart, then add or revisit its notes.
01 · KEEP THE JOURNAL WITHIN REACH
Easy to find.
Easy to pick up again.
Open a day from the overview.
Keep its trades and journal together.
Find a day.
Start its journal.
The journal overview puts results and entries together, so reflection starts from a familiar place.
Make saved notes
easy to revisit.
Trade notes and Day Notes stay in one daily journal, ready to read or add to.
02 · MAKE JOURNALING EASY TO FINISH
Less effort to get
your thoughts down.
Quick Notes first.
Deeper detail only when useful.
DAY VIEW
QUICK WAY TO WRITE IT DOWN
Feelings.
Choose instead of typing.
Select how you felt before, during, or after a trade.
Writing suggestions.
A starting point.
Type “/” for an editable suggestion, then make it your own.
Choose Labels.
Type less.
Select your strategy and setup while you write.
Add a chart
to your note.
Show the setup without having to describe every detail.
02 · REDUCE THE WRITING EFFORT
Turn a long form
into a few choices.
Optional Labels and editable starters help capture the essentials without filling every field.
REFERENCE TEMPLATEYour record · Example
| Trading journal review | |||||||
|---|---|---|---|---|---|---|---|
| Trader | Alex | Date | Apr 9, 2025 | Time | 12:00 | Day (auto) | Wednesday |
| Trade type | Futures | Instrument | BTC | Direction | Long | Emotional state | Calm |
| 01 Before entry | 1. Entry rationale | 1A · Trend timeframe | 1B · Trading timeframe | 2. Key levels | 3. Entry signal | Chart references | |
| Uptrend Trend is still developing. | Price retested support with a shallow pullback. | Support held. Resistance remained above entry. | Bullish confirmation after the retest. | Entry · Support retest | |||
| 2. Position sizing | Account balance | Risk allocation | Stop distance | Target distance | Position size (auto) | Reward-to-risk (auto) | |
| $16,000 | 2.00% | 4.18% | 12.53% | $7,655.50 | 3.0 | ||
| 3. Risk management | Profit target 1 | Profit target 2 | Stop level 1 | Stop level 2 | Defensive exit | Entry price | |
| 87,420 | Single target | 74,095 | Single stop | 74,000 | 77,327 | ||
| 02 While holding | Response to greed | Response to fear | Filter out noise | Order management | Emotional state | Mandatory exit 1 | Mandatory exit 2 |
| Keep holding. Wait for the setup. | Keep the planned stop. | Close social feeds. | Monitor the open order. | Steady | Close below the 20 EMA. | Break of key support. | |
| 03 After exit | Outcome | Exit trigger | Profit amount | Loss amount | Actual reward-to-risk | Emotional state | Exit chart |
| Profit | Manual take-profit | $512 | $0 | 1.6 | Relieved, but impatient. | ||
| What went well · Keep doing | What did not work · Stop doing | New questions · Try next | |||||
| I waited for the support retest and did not chase the first move. | I exited early because I wanted to protect the open profit. | Try a planned partial exit and record how it affects my decisions. | |||||
| Self-rating | ① ② ③ ④ ⑤ ⑥ ❼ ⑧ ⑨ ⑩ 7 / 10 · Followed the entry plan; improve exit discipline. | ||||||
Illustrative record · Scroll to review all three stages.
THE LABEL LIBRARY
Choose what matters.
Strategy
Trend followingMean reversionBreakoutRange trading
Setup
PullbackOpening range breakoutRetestReversalLiquidity sweep
Original plan
Wait for a retestTrade a breakoutFollow the trendNo plan
Markets
TrendingRangingHigh volatilityLow volatilityNews-drivenUnclear
Personal focus
Follow entry rulesRespect my stopWait for my targetKeep size consistent
Execution
Followed entry rulesEntered earlyExited earlyExited lateExited as plannedMoved stopChased price
Exit reason
Planned targetPlanned stopManual exitTime-based exitNot sure
Trading style
ScalpingDay tradingSwing tradingPosition tradingNot sure
Chart interval
1m5m15m1h
↔
03 · ENCOURAGE THE NEXT ENTRY
Reward the habit.
Give it a reason to continue.
A useful takeaway for next time.
A small milestone for completing journals.
Make today’s note
useful next time.
Bring your last Day Note or Next intention into your next plan—even on a day without trades.
Recognise the effort
to keep journaling.
Celebrate completed journals to encourage the next entry—even after an ordinary trading day.
THE OUTCOME TO TEST
Did they come back?
Success means more traders journaling on trading days.
The next step is to test starting, finishing, and returning.
Design reasoning & what I would test
What the brief tells us
Traders believe journaling helps, but forget, face a blank entry, or find reviewing several trades heavy on mobile. Ordinary days are often skipped. Account checks already happen daily.
Why this persona follows one session
Alex is an illustrative name and character for the supplied scenario, not an interviewed participant. The sequence and amounts come from the brief; expressions are an interpretation. The wider challenge is daily journaling, including ordinary days—not only reflection after losses.
What I’m proposing
An entry beside account results may improve discovery. Quick Notes, Labels, and editable starters may reduce effort. A previous reflection may make the next visit feel useful. These are hypotheses to test.
How I would measure it
The brief’s target is daily active journalers on trading days. Before testing, I would define a qualifying saved entry and exclude untouched templates. Track both unique journalers and their share of active traders.
What needs validation
Test the supplied scenario and ordinary trading days: can traders find the entry, save something useful, and return on their next trading day? Observe abandonment and time to save; ask whether the reflection helps. The milestone counts consecutive calendar days; planning is separate. Test how this supports the trading-day goal.
What this prototype demonstrates
Illustrative trades and editable, rule-based suggestions demonstrate the flow. There is no live LLM or trading-account connection. Trader testing, completion-time benchmarks, and retention measurement remain next steps.
A little reflection.
Wherever you are.
Kelly
DESIGNED BY KELLY PENG
FOR TRADEIFY
TAKE-HOME ASSESSMENT · 2026
FOR TRADEIFY
TAKE-HOME ASSESSMENT · 2026
- Product design & prototype
- Kelly Peng
- Typography
- Mona Sans · GitHub
- Motion
- GSAP · Interactive demos
Thank you for taking a closer look.
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