Menu
Tradeify FuturesOpen the prototype

Trading Journal Case StudyKelly Peng · Design Engineer

Every trade
has a story.

Making daily reflection easier to start,
finish, and return to.

See how it works ↗

THE BRIEF

Help traders journal every trading day.

Alex looking concerned after a trading loss, with a muted red glow from his laptop.
Alex · Illustrative persona

Two wins. A loss. Two impulsive trades chasing it.
He walks away with five trades untagged.

DESIGN APPROACH

  1. 01

    Make it easy to start.

    Put Day Notes beside the results traders already check.

  2. 02

    Make it easy to finish.

    Offer Quick Notes, Labels, and editable writing suggestions.

  3. 03

    Give them a reason to return.

    Bring back a useful takeaway and recognise completed journals.

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

Quick Notes.
Right from Overview.

From the calendar’s Day View, tap Add day notes to save a thought or a self-rating.

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.

Tagging & LabelsExplore the label library and original template.

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
TraderAlexDateApr 9, 2025Time12:00Day
(auto)		Wednesday
Trade typeFuturesInstrumentBTCDirectionLongEmotional stateCalm
01
Before entry		1. Entry rationale1A · Trend timeframe1B · Trading timeframe2. Key levels3. Entry signalChart references
Uptrend
Trend is still developing.		Price retested support with a shallow pullback.Support held. Resistance remained above entry.Bullish confirmation after the retest.EntryEntry · Support retest
2. Position sizingAccount balanceRisk allocationStop distanceTarget distancePosition size
(auto)		Reward-to-risk
(auto)
$16,0002.00%4.18%12.53%$7,655.503.0
3. Risk managementProfit target 1Profit target 2Stop level 1Stop level 2Defensive exitEntry price
87,420Single target74,095Single stop74,00077,327
02
While holding		Response to greedResponse to fearFilter out noiseOrder managementEmotional stateMandatory exit 1Mandatory exit 2
Keep holding.
Wait for the setup.		Keep the planned stop.Close social feeds.Monitor the open order.SteadyClose below the 20 EMA.Break of key support.
03
After exit		OutcomeExit triggerProfit amountLoss amountActual reward-to-riskEmotional stateExitExit chart
ProfitManual take-profit$512$01.6Relieved, but impatient.
What went well · Keep doingWhat did not work · Stop doingNew 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-rating① 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
Scroll for all categories ↓
↔
Drag the handle to compare · Scroll inside each panelInspired by Panda Trading Academy · Tutorial ↗

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.

A little reflection.
Wherever you are.

Open
prototype
Kelly
DESIGNED BY KELLY PENG
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.

Back to the beginning ↑