Daily Review
The Journal tab is built around a single day at a time. You spot a day on the calendar, open it, and work through the trades you took — tagging setups, rating execution, and noting what happened.
The calendar
The calendar shows the selected month as a heatmap:
- Each day is tinted green (net profit) or red (net loss)
- The cell shows the day's net P&L (the trade count appears in the day panel when you open the day, not on the calendar cell)
- The current day is highlighted
Use the date picker at the top of the calendar to jump to any month. Days are bucketed by your local timezone, so a trade shows up on the calendar day you actually took it.
Scan the month first. A row of red days around the same time or symbol is usually a pattern worth investigating in the Reports tab.
The day panel
Selecting a day opens its panel:
- Day stats — net P&L, trade count, win rate, average R, and how many trades you've reviewed
- Running P&L — a curve of cumulative P&L across the day's trades
- Trade list — every trade you took that day, ready to annotate
- Daily note — a free-text note for the day as a whole
The day panel fetches that day's full trade history, so its numbers always match the calendar cell.
Reading a trade row
Each row summarizes one trade and exposes quick annotation controls:
| Column | Meaning |
|---|---|
| Time / Symbol / Side | When and what you traded |
| Net P&L | Realized profit or loss |
| Net ROI | Return relative to position notional |
| R | The trade's R-multiple — realized P&L ÷ planned risk (see below) |
| Tags | A count of how many review tags you've added |
| Setup / Mistake | Inline tag pickers you can set without opening the trade |
| Rating | A quick 1–5 star execution score |
| Reviewed | A toggle to mark the trade reviewed |
Reviewing a trade
Click Review (or the row) to open the full review dialog. Here you capture the story of the trade:
- Setup, Mistake, Emotion, Market condition — categorize the trade so patterns aggregate in Reports
- Execution rating — score how well you executed, independent of the outcome
- Trade notes — what you saw, what you planned, what you'd do differently
- Screenshots — paste image URLs of the chart or your levels
- Risk amount ($) / Manual R fallback — record the dollars you risked so R is computed automatically, or enter an R-multiple in the fallback field for older/incomplete trades that don't have a recorded risk
- Followed my plan? — mark whether you stuck to your plan (Followed / Broke rule)
- Playbook — link the trade to one of your playbooks
- Status — mark the trade Unreviewed, Reviewed, or Flagged (saving an unreviewed trade also auto-flips it to Reviewed)
Use Save to store the review, or Save & Next to move straight to the next trade. The dialog is fully keyboard-accessible — Tab stays inside it and Esc closes it.
If a save fails (for example, a dropped connection), the dialog shows an error and keeps your input — nothing is silently lost.
R-multiple (the "R factor")
R-multiple expresses a trade's result in units of the risk you took, which makes wins and losses comparable across position sizes:
- Enter a Risk amount and Crodl computes
R = realized P&L ÷ risk - Or enter a Manual R value directly when you don't track a dollar risk
- The trade row shows the resulting R, and the day panel shows your average R (your expectancy)
A positive average R means your edge pays more than it risks. Learn more in Reports & Metrics.