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.
PERSONA · ALEX / PROP TRADER
Five trades. No reflection.
Believes in journaling.
Struggles to make it a habit.Illustrative persona · Brief-based scenario.
Alex’s session · PersonaYESTERDAY · MAIN FUNDED $50K
2 other accounts · No trades01 / 04 · 9:32–10:15
Two clean wins.
A strong start to the session.
+$1,124Running P&L · +$687, +$437Scroll or choose a moment
What if his next account check
became a moment to reflect?
Help Alex understand the shift to chasing—and take one reminder into tomorrow.
The goal: more daily active journalers on trading days.
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
Record a feeling
without explaining it all.
Choose an emotion for each stage. A small selection can start a reflection.
Skip the
blank-page effort.
Type “/” for editable writing suggestions. Choose a starting point, then make it your own.
Choose details.
Type less.
Capture strategy and setup with inline Labels, leaving less to write from scratch.
Show what happened.
Write less.
Attach a chart to the note instead of describing every price move.
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 saving entries.
Make today’s note
useful next time.
Bring the last reflection into planning, so a saved note can guide the next session.
Recognise the effort
to keep journaling.
Celebrate saved entries to encourage another reflection, 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 persona, not an interviewed participant. The sequence and trade amounts come from the take-home scenario. Expressions are an interpretation; the frictions draw on the brief’s stated journaling problems.
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. Check milestone rules around non-trading days.
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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