Report List

Journal5 currently provides below 30 reports based on your trading records. They fall into three categories.

Summary Reports

Report Name    Description
Dashboard report
  • A quick summary of the top 10 best and worst factors which have the most impact on your trading, they brought you the most profit or losses.
  • Performance history report
  • Current holding positions
Performance report
  • Detailed account performance report categorized by equity types:  Stock, Option, Future, Currency, Combined
  • Realized gain/loss history
  • History of trading performance by winning trade percentage
Factor performance snapshot
  • Overall best factors, worst factors by dollar amount or winning percentage
  • Best setups and worst setups by dollar amount or winning percentage
  • Best and worst symbols which gave you most of profit or losses
  • Best and worst symbols grouped by how long you have known them.
Trading history
  • Review history trading record

Open Trade Reports

Report Name     Description
Setup performance report
  • Setup performance report by total profit/loss and Winning Trade Percentage, Trading records guided by the setup
Indicator statistic report
  • TA/FA/Individual indicator performance report by total profit/loss and winning trade ratio, Trading records guided by the the indicators
Symbol statistic report
  • Profit/loss and winning trade percentage for symbols you traded
Performance by symbol familarity
  • Analyze your performance based on how familar you are with the symbols
Performance by symbol sector
  • Analyze your performance based on symbol sectors you traded "Energy", "Financial", "Technology" etc.
Performance by holiding length
  • This report will show your performance based on your trading length, so you know you are good at day trading, or swing trading or long term trading, and the best trading length for you.
Performance by trading size
  • Analyze your performance based on your trading size, so you know you are doing good or bad when you heavy loaded or light loaded.
Performance by stock price range
  • This report will show your performance based on stock price range, so you will know if you are good at trading penny stocks, $1~$5 stocks, or those >$100 stocks.
Performance by market capital
  • This report categorizes your performance based on underlying company market capitals, so you will know how you perform against small cap, middle cap or large cap stocks.
Performance by order type
  • Performance report for different order type you used, such as Limit Order, Market Order, Stop Loss etc.
Performance by trading direcion
  • Performance report for trading long or trading short
Performance by trading vehicles
  • Performance report categorized by different trading vehicles, such as stock, option, future or currency.
Trading plan analysis - by planning time
  • Performance report based on your trading planning time, which shows what kind of the plannings give you better performance, those trade you decided 5 minutes ago or have planned for few days or weeks.
Trading plan analysis - by exiting criteria
  • Performance report based on your exit planning, so you know what kind of trading goal gives you better performance, those you are looking for 20% return or 5% return
Trading plan analysis - by stop loss
  • Performance report based on your stop loss planning, so you know what kind of stop loss plans gives you better performance, those you plan to cut loss at 8% or those you don't have a plan
Trading plan analysis - by confidence level
  • Performance report based on your confidence level of the trade, so you know what is your real performance against your initial judgement
Average up/Average down trading results
  • This report shows how is the performance for your average up or average down trades. Average down is not recommended by lots of trading experts, you will find out if you are different.
Trading hour performance
  • This report shows trading performance based on market hours of the day, so you know when your performance is better: when market just opened, or before the market close or after hour trading etc.
Performance by day of the week
  • This report shows trading performance based on day of the week, so you know which day you have been doing great: Monday? Friday? Weekend etc.
My emotion impact
  • This is a summary report to tell how your emotion have impacted your trading result, when you are happy, excited, panic etc.

Closing Trade Reports

Report Name     Description
Setup report for closing trade
  • This report shows how the underlying position price changed after they were closed under the guidence of cerntain setups.
Indicator report for closing trade
  • This report shows how the underlying position price changed after they were closed under the guidence of cerntain TA/FA/Individual indicators.
Trading result report
  • How have your position's price changed after you closed them with a gain, or with a loss?
Emotion impact on closing trade
  • How have your position's price changed after you closed them under certain emotions, when you are happy? sad? clam?...
Planning time report for closing trade
  • How have your position's price changed after you planned certain period of time and closed them
Closing criteria report for closing trade
  • How have your position's price changed after you closed them based on certain closing criterias
   
 

We are still working on adding more reporting in the near future. If you feel some reporting matrix may be really helpful, we would really appreciate to hear from you