Custom Trade Tags for Strategies, Mistakes and More
Create and use custom tag groups to simplify tracking and analyzing your strategies and trade details.
Most traders remember the setup. Almost none of them remember the why - the hesitation before entry, the reason they sized up, the thing they told themselves right before they broke their rules after 72 hours. Without notes, that context is gone the moment the trade closes.
TraderInsight.pro's notes editor gives you a fast, flexible place to capture all of it. Write a global note for a market observation, attach a detailed review directly to a specific trade, or build a template for your weekly review and fill it out every Friday. Everything lives in your journal - no separate apps, no scattered docs, no switching tabs.
The editor supports full rich text and markdown like Notion, slash commands, images, videos, tables, checklists, and more. It's the writing experience you'd expect from a dedicated notes tool, built directly into your trading journal.
01
A rich-text editor that gets out of your way
Full markdown support, slash commands, headings, bullet lists, numbered lists, checklists, blockquotes, images, videos, tables, and dividers. Write the way you think - formatted or freeform - without fighting the tool to do it.
02
Global notes for anything not tied to a trade
Market observations, strategy ideas, psychology check-ins, end-of-week reviews - create notes that live in your global notes page, independent of any specific trade. Everything in one place, always searchable.
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Attach notes directly to trades
Open any past trade and write a note directly on it. That note stays attached to the trade forever - visible every time you open it, and also visible on your global notes page with a direct link back to the trade for easy navigation.
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Note templates for consistent reviews
Create templates for trade reviews, strategy reviews, weekly and monthly check-ins, or anything you want to fill out on a regular basis. Pick a template, fill it in, and build the kind of review habit that actually compounds over time.
How to get the most out of Notes
📝
Write on every trade you review
Even two sentences - what you did well and what you'd do differently. Small consistent notes build a better feedback loop than occasional long write-ups.📑
Set up a weekly review template
Create a template with your standard weekly review questions and fill it out every Friday. The structure makes it faster and the consistency makes it useful.🎯
Use trade notes for emotional context
Log hesitation, overconfidence, or FOMO directly on the trade. When you review losing trades later, you'll see the pattern behind the pattern.📋
Create a strategy template
Document your setup rules, entry criteria, and exit conditions in a note template. Fill it out whenever you refine your playbook so you always have the latest version.🖼️
Attach charts and screenshots
Paste or upload images directly into any note. Add the chart at entry, the chart at exit, and annotate what you were seeing at the time.🔗
Use the trade link from global notes
Trade-linked notes show an 'Open Trade' link on your global notes page. Use it to jump straight from a review note to the full trade detail in one click.✅
Use checklists for pre-trade routines
Build a pre-trade checklist note - conditions, risk check, bias check - and tick through it before entering. Keeps your process consistent on busy days.📅
Create a monthly review template
A monthly review that covers your best trades, worst trades, and key learnings is one of the highest-leverage habits you can build. A template makes it repeatable.🧠
Write market observations as global notes
Not every insight is tied to a specific trade. Use global notes for broader market observations, thesis changes, or sector thoughts you want to revisit later.🎬
Embed video walkthroughs
Record a quick video walkthrough of a trade or setup and embed it directly in a note. Useful for your own review and for sharing with a mentor.🧮
Use tables for structured comparisons
Comparing two setups or tracking a metric over time? A table inside a note keeps it organized and scannable during future review sessions.🔄
Revisit old notes regularly
Set a recurring reminder to read notes from 3 or 6 months ago. Seeing how your thinking has evolved is one of the most motivating parts of keeping a journal.Frequently Asked Questions
Discover answers to frequently asked questions right here. If you can't find what you're looking for then reach out.
What formatting options does the notes editor support?
Full rich text and markdown, headings, bullet and numbered lists, checklists, blockquotes, dividers, images, videos, tables, and slash commands. Everything you'd expect from a dedicated notes tool. It's quite similar to Notion and Evernote.
What's the difference between a global note and a trade note?
A global note is a standalone note not tied to any specific trade - useful for market observations, strategy ideas, or review sessions. A trade note is attached directly to a specific trade and always appears when you open that trade.
Can I see trade-linked notes outside of individual trades?
Yes. All notes - global and trade-linked - appear on your global notes page. Trade-linked notes include an 'Open Trade' link so you can navigate directly to the trade in one click.
How do note templates work?
Create a template with your preferred structure - headings, sections, checklists - and save it. When you want to write a new note of that type, pick the template and fill it in. Useful for trade reviews, weekly check-ins, strategy documentation, and more.
Can I add images and videos to notes?
Yes. Paste or upload images directly into any note and embed videos. Useful for attaching chart screenshots, annotated setups, or video walkthroughs of a trade.
Do notes work on mobile and tablet?
Yes, fully. The notes editor works on every device with the same features and real-time sync across all your devices.
Is there a limit to how many notes I can create?
No. Create as many global notes, trade notes, and templates as you need.
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Start taking notes like a pro
