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Trading Journal is the source table for imported and reviewed trades. Use it to verify raw trade data before trusting derived metrics. The headline above the table sums up the displayed trades, for example total profit or loss, your best trade or your largest loss. Performax demo trading journal showing filters, date controls, and imported trades Demo account. Compare this table with Analytics when numbers differ.

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Trade list

The table always shows date, pair, type (Long, Short, Buy or Sell) and status (Open, Closed, Partial or Cancelled). Use Personalize to show or hide:
  • Setup (the linked strategy);
  • entry and exit price;
  • size;
  • net P&L, with its percentage;
  • R.
A position filled in several parts is one row with its number of fills. Scroll down to load more trades.

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Filters

The type tabs (All, Long, Short, Buy, Sell), Search pair… and the period picker sit above the table. Filters opens Filter trades, where you can narrow review by:
  • market type (Futures, Spot);
  • status (Win, Loss, Open, Closed, Breakeven);
  • type;
  • exchange;
  • account;
  • trading pairs;
  • tags;
  • playbook (strategy).
Click Apply filters, or Clear all to reset. Filters are kept in the page address, so you can bookmark a filtered view. If Analytics and Journal disagree, check that both pages use the same account and period. Performax demo Journal on mobile showing search, range controls, filters, and the compact trade list Mobile demo. Filters stay above the trade list.

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Trade detail

Open a trade to review: Performax demo trade detail drawer showing execution summary, prices, fees, and post-trade analysis area Demo account. Use the detail drawer for execution data and review notes.
  • a one-line summary of the result and duration;
  • net P&L, R-Multiple (based on your stop, or estimated from account risk), fees and entry date;
  • chart with entry and exit markers, from 5m to 1d;
  • execution details: prices, size, stop loss, take profit, funding and liquidation price for perpetuals, hold time;
  • Position Breakdown for positions filled in several parts;
  • Attach a plan to link a pending trade plan written for this pair and direction, then Plan vs execution to compare it with the result (closed trades);
  • Post-Trade Analysis notes, saved automatically as you type;
  • Applied Playbook to link a strategy;
  • Screenshots, up to 3 per trade;
  • Execution Metrics (MAE and MFE).
The drawer also holds an AI Assistant to ask questions about this trade, and Share trade to copy or download an image of a closed trade.

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Mistake tags

In Trade Execution Review, click Review on a closed trade. Answer Did you follow your plan perfectly?, then pick the mistake type (Psychology, Strategy or Execution) and the tags that apply, such as FOMO, Revenge Trading, Against Trend, No Plan, Bad Sizing or Stop Removed. Use a tag only when it describes what happened in that trade. Apply tags consistently across many trades.

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Merge, delete or close

  • Merge combines duplicate rows of the same pair, direction and exchange, closed in the same hour. Select at least 2 trades, then click Merge. A merged trade can be split back with Unmerge in its drawer.
  • Consider closed marks a position that is at least 90% closed as fully closed.
  • Only manual trades can be deleted, from the trash icon in their drawer. Imported trades cannot be edited by hand: prefer correcting the source account or letting the next sync fix the data, and record any correction in the trade notes.