> ## Documentation Index
> Fetch the complete documentation index at: https://docs.edgebook.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Trade Journal

> Rich text notes with formatting, checklists, and templates

## 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.

<Frame>
  <img src="https://mintcdn.com/edgebook/zJ5RZXjssUN7Pn7A/images/hero-dark.png?fit=max&auto=format&n=zJ5RZXjssUN7Pn7A&q=85&s=66f3b1547dd25505d20d44f3af1bf701" alt="EdgeBook trade journal" width="2064" height="1104" data-path="images/hero-dark.png" />
</Frame>

## Rich Text Editor

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

### 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

### Structure

* **Headings** - Organize notes with H1, H2, H3
* **Bullet lists** - Quick points and observations
* **Numbered lists** - Step-by-step analysis
* **Checklists** - Trade review items

<Tip>
  Type `/` to open the block menu and quickly insert different block types.
</Tip>

## Note Templates

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

### 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

### 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

### Example Template

```markdown theme={null}
## Entry Analysis
- Setup type:
- Key levels:
- Confirmation signals:

## Execution
- Entry price:
- Stop loss:
- Target:

## Post-Trade Review
- [ ] Followed the plan
- [ ] Proper position sizing
- [ ] Emotional state was good

## Lessons Learned
-
```

## 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.

## Keyboard Shortcuts

| Shortcut | Action |
| - | - |
| `Ctrl/Cmd + B` | Bold |
| `Ctrl/Cmd + I` | Italic |
| `Ctrl/Cmd + Shift + S` | Strikethrough |
| `Ctrl/Cmd + Shift + 8` | Bullet list |
| `Ctrl/Cmd + Shift + 7` | Numbered list |
| `/` | Open block menu |

## Best Practices

<AccordionGroup>
  <Accordion title="Be consistent" icon="repeat">
    Use templates to maintain the same structure across all trades. This makes it easier to review and identify patterns in your trading.
  </Accordion>

  <Accordion title="Write immediately" icon="clock">
    Document your thoughts while the trade is fresh. Waiting too long leads to forgotten details and rationalized hindsight.
  </Accordion>

  <Accordion title="Include emotions" icon="heart">
    Note your emotional state before, during, and after the trade. Emotional patterns often correlate with trading patterns.
  </Accordion>

  <Accordion title="Review regularly" icon="magnifying-glass">
    Set aside time weekly or monthly to review your journal entries. Look for patterns in your wins and losses.
  </Accordion>
</AccordionGroup>

## Related Features

<CardGroup cols={2}>
  <Card title="Chart Gallery" icon="images" href="/features/chart-gallery">
    Attach visual documentation to your notes.
  </Card>

  <Card title="Pattern Library" icon="shapes" href="/features/pattern-library">
    Build patterns from your best trade examples.
  </Card>
</CardGroup>


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