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Overview

The Trade Journal is the heart of EdgeBook. Every trade you log includes a powerful rich text editor that lets you document your analysis, reasoning, and lessons learned.
EdgeBook trade journal

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Rich Text Editor

EdgeBook uses a modern block-based editor (powered by BlockNote) that makes writing trade notes a pleasure:

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Text Formatting

  • Bold - Ctrl+B / Cmd+B
  • Italic - Ctrl+I / Cmd+I
  • Strikethrough - Ctrl+Shift+S / Cmd+Shift+S
  • Code - for ticker symbols or specific values

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Structure

  • Headings - Organize notes with H1, H2, H3
  • Bullet lists - Quick points and observations
  • Numbered lists - Step-by-step analysis
  • Checklists - Trade review items
Type / to open the block menu and quickly insert different block types.

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Note Templates

Speed up your journaling with pre-defined templates that ensure consistency:

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Using Templates

  1. Click the template dropdown in the notes editor
  2. Select a template (e.g., “Trade Review”, “Entry Checklist”)
  3. The template content is inserted into your notes
  4. Fill in the blanks and customize as needed

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Creating Templates

  1. Go to Settings > Note Templates
  2. Click Add Template
  3. Name your template and add the content
  4. Save and use across all your trades

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Example Template

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Auto-Save

Your notes are automatically saved as you type. No need to worry about losing your work - EdgeBook saves every change in real-time.

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Keyboard Shortcuts

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Best Practices

Use templates to maintain the same structure across all trades. This makes it easier to review and identify patterns in your trading.
Document your thoughts while the trade is fresh. Waiting too long leads to forgotten details and rationalized hindsight.
Note your emotional state before, during, and after the trade. Emotional patterns often correlate with trading patterns.
Set aside time weekly or monthly to review your journal entries. Look for patterns in your wins and losses.

Chart Gallery

Attach visual documentation to your notes.

Pattern Library

Build patterns from your best trade examples.