Trading Guides

Step-by-step guides to improve your trading skills and build better habits.

Journaling

How to Journal Cash-Secured Put Trades

Learn to track the full CSP lifecycle — entry metrics, rolling decisions, assignment, and wheel transitions — to calculate true return on capital deployed.

6 min read · Intermediate
Journaling

How to Journal Scaling In & Out of Trades

Learn to track each tranche separately, calculate blended average cost, and measure whether scaling genuinely improves your risk-adjusted returns.

6 min read · Intermediate
Advanced

How to Journal Poor Man's Covered Call Trades

Learn to track PMCC trades with a running net debit basis ledger, delta spread monitoring, and per-cycle P&L — the journaling method most spreadsheets miss.

7 min read · Advanced
Advanced

How to Journal Scalping Options Trades

Learn the exact journal fields and friction-ratio metrics that reveal whether your options scalping edge is real or just variance.

5 min read · Advanced
Journaling

How to Journal Opening Range Breakout Trades

Learn to journal ORB trades with the exact fields that reveal your edge — timeframe, range width vs ADR, gap alignment, volume, and false breakout rate.

6 min read · Intermediate
Journaling

How to Journal Trend Following Trades

Learn the exact fields to log for trend following trades — from trend identification signals and entry type to trailing stop adjustments and intra-trade.

6 min read · Intermediate
Advanced

How to Journal 0DTE Options Trades

A framework for journaling zero-days-to-expiration options trades on SPX, SPY, and QQQ — covering gamma classification, time-of-day win rate analysis, and.

5 min read · Advanced
Analysis

How to Journal Micro Futures Trades

Learn to journal MES, MNQ, MYM, and M2K micro futures trades with proper tick values, margin tracking, session tagging, and rollover handling.

5 min read · Intermediate
Psychology

Trading Tilt: How to Recognize and Recover

Learn to identify trading tilt warning signs and follow a 5-step journal-based recovery protocol to stop emotional losses before they spiral.

5 min read · Intermediate
Journaling

Scalping Journal Guide: What Fast Traders Must Track

Learn how to journal 50-200+ scalping trades per day using batch imports, key metrics, and efficient end-of-day review workflows.

5 min read · Advanced
Psychology

Overcoming FOMO in Trading

Learn proven strategies to manage fear of missing out in trading. Stop chasing entries, oversizing positions, and abandoning your plan.

5 min read · Intermediate
Psychology

How to Identify and Prevent Overtrading

Learn to recognize overtrading patterns in your journal data and implement concrete rules to protect your capital and win rate.

5 min read · Intermediate
Getting Started

10 Trading Journal Mistakes to Avoid

Avoid the most common trading journal mistakes that sabotage your growth. Learn what goes wrong and how to fix each one for consistent improvement.

5 min read · Intermediate
Analysis

Win Rate vs Risk-Reward: Finding Your Balance

Learn the inverse relationship between win rate and risk-reward ratio, calculate expectancy, and find your optimal trading profile using journal data.

5 min read · Intermediate
Psychology

How to Build Trading Consistency

Learn a repeatable framework to trade consistently, track rule adherence with journal data, and turn discipline into a measurable habit.

5 min read · Intermediate
Getting Started

How to Set Realistic Trading Goals

Learn to set SMART trading goals with realistic return targets, process benchmarks, and risk-adjusted metrics that drive consistent improvement.

5 min read · Intermediate
Journaling

How to Build a Stock Journal Template by Trading Style

Step-by-step guide to building a stock-specific journal template — with field recommendations for momentum, value, and breakout trading styles.

5 min read · Intermediate
Getting Started

How to Write a Complete Trading Plan

Build a comprehensive trading plan covering market focus, entry/exit rules, position sizing, risk limits, and routines to trade with consistency.

5 min read · Intermediate
Risk Management

How to Recover from Max Drawdown

A systematic framework for recovering from deep drawdown, covering position sizing, setup selection, recovery math, and journal-driven analysis.

5 min read · Intermediate
Risk Management

Stop Loss Strategies for Every Trading Style

Learn five proven stop loss methods — fixed percentage, ATR-based, support/resistance, trailing, and time-based — with calculations and journaling tips.

5 min read · Intermediate
Advanced

Trade Management: Entries, Exits & Scaling

Master the complete trade management lifecycle — entry techniques, position scaling, trailing stops, and exit strategies that protect profits.

5 min read · Advanced
Journaling

How to Build a Trade Plan Template

Create a repeatable trade plan template with 7 essential sections. Includes examples for day trading and swing trading setups.

5 min read · Intermediate
Analysis

How to Calculate Trading Expectancy

Learn to calculate trading expectancy from your journal data. Understand why expectancy matters more than win rate and how to improve it.

5 min read · Intermediate
Journaling

Trading Journal for Prop Firm Traders

Learn how to journal specifically for prop firm challenges and funded accounts. Track drawdown limits, daily loss caps, and profit targets to stay funded.

5 min read · Intermediate
Getting Started

Best Trading Journal Templates (2026)

Compare 6 trading journal templates for day traders, swing traders, options, forex, crypto, and futures. Pick the right template for your style.

5 min read · Intermediate
Getting Started

Building a Complete Trading Routine

Create a structured daily trading routine from pre-market prep through post-market review to improve consistency and results.

5 min read · Intermediate
Psychology

How to Stop Revenge Trading: A Practical Guide

Learn a 5-step protocol to recognize and prevent revenge trading. Break the cycle of emotional trades after losses with concrete rules and journal prompts.

5 min read · Intermediate
Getting Started

Trading Journal for Beginners: Where to Start

Learn how to start a trading journal from scratch. Five essential fields, habit-building tips, and common beginner mistakes to avoid.

5 min read · Beginner
Analysis

Key Trading Metrics to Track in Your Journal

Learn the essential trading metrics — win rate, profit factor, expectancy, and more — how to calculate them, and how to use them to improve performance.

5 min read · Intermediate
Journaling

Trading Journal Spreadsheet vs App: Which Is Better?

Compare spreadsheet and app-based trading journals. Learn the pros, cons, and decision framework to pick the right tool for your trading volume and goals.

5 min read · Intermediate
Analysis

How to Use AI Insights in Your Journal

Get the most from JournalPlus AI. Learn what questions to ask, how to interpret insights, and how AI improves your trading.

10 min read · Intermediate
Analysis

How to Read and Improve Your Equity Curve

Learn to read equity curves, identify drawdown patterns, and use equity curve analysis to improve your trading consistency.

9 min read · Intermediate
Advanced

Journaling Across Multiple Trading Accounts

How to journal trades from multiple broker accounts in one place. Track performance across accounts without losing context.

8 min read · Intermediate
Journaling

How to Tag and Categorize Your Trades

Learn to tag trades by setup type, strategy, emotion, and market condition. Better tags lead to more actionable trading insights.

8 min read · Beginner
Getting Started

Using Your Trading Journal for Tax Prep

How to use your trading journal to simplify tax preparation. Track cost basis, categorize income, and generate tax-ready reports.

9 min read · Beginner
Journaling

Guide to Weekly and Monthly Trade Reviews

Structured process for weekly and monthly trade reviews. Templates, checklists, and questions to ask during your review sessions.

10 min read · Beginner
Analysis

Backtesting With Your Trading Journal

Use your trading journal data to backtest strategies against real execution. Learn forward-walk analysis and data-backed strategy validation.

13 min read · Advanced
Broker Setup

Indian Broker Setup Guide for Trading

Step-by-step guide to setting up Indian broker accounts for trade journaling. Covers Zerodha, Upstox, Angel One, Groww, Dhan, API access, and data imports.

10 min read · Beginner
Analysis

Compound Growth Guide for Traders

Understand how compound growth works for traders, set realistic return targets, and learn why protecting gains matters more than chasing big wins.

11 min read · Intermediate
Getting Started

Crypto Trading Journal Guide

Track crypto trades across exchanges, wallets, and perpetuals. Covers funding rates, gas fees, BTC correlation, and 24/7 market psychology.

10 min read · Beginner
Getting Started

Day Trading Journal: What to Track

Learn what to track in your day trading journal to find intraday edge. Covers execution metrics, time-of-day patterns, and daily review rituals.

10 min read · Beginner
Risk Management

Trading Drawdown Management Guide

Learn how to manage trading drawdowns with practical strategies. Covers drawdown math, circuit breakers, size reduction, and recovery.

12 min read · Intermediate
Getting Started

Forex Trading Journal Guide

Build a forex trading journal that tracks pip-based metrics, session timing, currency correlations, and swap costs to sharpen your FX edge.

10 min read · Beginner
Getting Started

Futures Trading Journal Guide

Journal your futures trades with contract specs, margin tracking, rollover decisions, and basis analysis. A complete guide for futures traders.

11 min read · Intermediate
Analysis

How to Find Your Trading Edge

Discover and quantify your unique trading edge using journal data. Learn expectancy calculations and how to build a setup playbook.

14 min read · Advanced
Journaling

How to Review Trades Effectively

Learn a structured framework for reviewing past trades to find patterns, eliminate mistakes, and consistently improve your trading performance over time.

11 min read · Intermediate
Getting Started

Options Trading Journal Guide

Track options trades effectively with Greeks, IV, strategy type, and time decay. Learn what metrics options traders must journal for consistent profits.

12 min read · Intermediate
Risk Management

Position Sizing Guide for Traders

Learn how to calculate the right position size for every trade. Covers the 1-2% rule, stop loss calculations, and volatility adjustments.

10 min read · Beginner
Risk Management

Risk Management Basics for Traders

Master essential risk management techniques every trader needs. Learn to set stop losses, manage position sizes, and protect your capital.

12 min read · Beginner
Getting Started

Swing Trading Journal Guide

Build a swing trading journal that tracks multi-day setups, trade thesis, and weekly performance to sharpen your edge over holding periods.

10 min read · Beginner
Journaling

How to Review Your Trading Journal

A structured framework for reviewing your trading journal at daily, weekly, monthly, and quarterly intervals to extract actionable insights from your data.

13 min read · Intermediate
Psychology

Trading Psychology: A Practical Guide

Master trading psychology through journaling and self-awareness. Learn to manage fear, greed, FOMO, and revenge trading with actionable techniques.

12 min read · Intermediate
Risk Management

Trading Rules Checklist Template

Create a personal trading rules checklist that eliminates emotional decisions. Includes a complete 20-point template for pre-trade and exit rules.

10 min read · Beginner
Journaling

What to Track in Your Trading Journal

Discover the essential metrics, emotions, and data points to track in your trading journal. Covers quantitative, qualitative, and process tracking.

11 min read · Beginner