Dashboard
Review a day or week in the calendar
Use the calendar to find trading days and open their journal context.
The dashboard calendar groups trade performance by date. Its day totals follow the active account and date filters.
Open a day review
- Open Overview and locate the calendar widget.
- Select a date with trading activity to open that day’s review.
- Review the listed trades and any saved journal entry, notes, or screenshots.
- Add or edit day context in Journal if needed.
Days without matching trades may show no P&L. Confirm the account and period filters before treating an empty date as a missing import. Calendar day grouping uses the workspace date handling; review your timezone under Settings → Preferences if a trade appears on an unexpected day.
For weekly reflection, open the Journal weekly review. See daily notes and weekly review.