> For the complete documentation index, see [llms.txt](https://tradersally.gitbook.io/tradejournal/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://tradersally.gitbook.io/tradejournal/trade-journal.md).
# Trade Journal
TradersAlly Trade Journal
User Guide
Version 1.0 | NinjaTrader 8 Add-On
## Overview
TradersAlly Trade Journal is a powerful trade journaling add-on for NinjaTrader 8 that provides a visual calendar view of your trading performance. Track your daily P\&L, win rates, and add notes to document your trading journey.
### Key Features
• Calendar View: Visual monthly calendar showing daily P\&L with color-coded cells (green for profits, red for losses)
• Multi-Account Support: Select one or multiple accounts to generate combined reports
• Custom Date Ranges: Filter data by any date range with calendar picker
• Daily Notes: Add and save notes for each trading day
• Trade Details: Click any day to view individual trade details
• Weekly Statistics: Track weekly P\&L summaries
• Privacy Mode: Blur account names for screenshots and screen sharing
## Installation
1\. Close NinjaTrader 8 if it is running
2\. Copy the file TradersAllyTradeJournal.cs to your NinjaTrader AddOns folder:
Documents\NinjaTrader 8\bin\Custom\AddOns\\
3\. Open NinjaTrader 8
4\. Go to Control Center > New > TradersAlly Trade Journal
5\. The journal window will open
## Getting Started
### Opening the Journal
From the NinjaTrader Control Center, click New in the menu bar, then select TradersAlly Trade Journal.
### Selecting Accounts
1\. Click the Select Accounts... dropdown button
2\. Check the boxes next to the accounts you want to include
3\. Use Select All to quickly select all available accounts
4\. Click outside the dropdown to close it
*Tip: When multiple accounts are selected, the journal combines data from all selected accounts into a single view.*
### Setting Date Range
5\. Click the From date field to open the calendar picker
6\. Select your start date
7\. Click the To date field and select your end date
8\. Click Generate to load data for the selected range
## Interface Guide
### Calendar View
The main calendar displays your trading performance for each day:
| |
|---|
| Green | Profitable day (positive P&L) |
| Red | Losing day (negative P&L) |
| Gray | No trades on this day |
| Dark | Outside selected date range |
Each day cell displays the daily P\&L, number of trades, and win rate percentage.
### Daily Notes
Add notes to document your trading thoughts, lessons learned, or market observations:
• Click the 📝 icon on any day to open the note editor
• Or click on a day with trades to view details and edit the note
• The note icon appears solid when a note exists for that day
• Notes are automatically saved and persist across sessions
### Trade Details View
Click on any day with trades to open the detailed view showing:
• Total trades and win rate for the day
• List of individual trades with time, symbol, direction, quantity, and P\&L
• Color-coded direction (Cyan for Long, Magenta for Short)
• Daily note editor at the bottom
### Statistics Panels
Header Stats (Top Right): Shows total P\&L and trading days for the entire selected date range.
Weekly Stats (Right Panel): Shows P\&L breakdown by week for the currently displayed month.
Footer Stats (Bottom): Displays overall Win Rate, Total Trades, and Range P\&L.
### Privacy Mode
Click the B button next to the account selector to blur/unblur the account name. This is useful when taking screenshots or sharing your screen.
## Tips & Best Practices
1\. Review Daily: Add notes at the end of each trading day while your thoughts are fresh
2\. Track Patterns: Use notes to identify recurring patterns in your winning and losing days
3\. Weekly Reviews: Use the weekly stats panel to track your progress over time
4\. Multi-Account Analysis: Select all accounts to see your combined performance across strategies
5\. Month Navigation: Use the ◀ ▶ arrows to navigate between months while keeping your date range filter
## Data Storage
Your journal notes are stored locally in:
Documents\NinjaTrader 8\TradersAlly\journal\_notes.json
This file persists through NinjaTrader updates. You can back up this file to preserve your notes.
## Support
For questions, issues, or feature requests, please contact:
Website: [www.tradinghabitually.com](http://www.tradinghabitually.com)
Email:
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