Dashboard Latest Drop: Trading Journal Beta 2

A significant new release for the Trading Journal beta, packed with multi-account support, trade editing, post-trade reflection, and live market context. As always, this is active development — expect the occasional wobble, and keep the feedback coming via the usual channels.

Multi-Account Journal

Manage multiple trading accounts, set a primary, update balances, and archive old ones — all from Settings.

Account-Filtered Views

Switch between All Accounts or a specific account and every stat, chart, and trade list follows along instantly.

Trade Editing + Reflection

Tweak trades after the fact and capture structured post-trade reflection — the "why" behind the numbers.

Context Snapshots

Point-in-time market context — news, calendar events, macro bias, technicals — right where you review a trade.

Faster Journal Overview

Fewer API calls, improved loading behaviour, and a cleaner mobile experience throughout.

What's New in This Release

Five meaningful upgrades land in Beta 2, from how you manage accounts to how you reflect on — and learn from — every trade.

1. Accounts Are First-Class Citizens

Head to Settings → Trading Journal to create and manage accounts — name, platform, broker, balance, and more. Set a primary account, update balances with an "as of" date, and archive old accounts with a replacement primary. Every Journal view respects your selected account, and each trade row now shows an account badge so you never brag about the wrong P&L.

2. Add & Import Into the Right Account

Manual trade entry lets you pick the account before saving. The CSV import flow includes account selection before you commit — no more orphaned trades.

3. Edit Trades + Reflect Like a Pro

The single trade page now supports full trade editing and structured reflection, including:

  • Setup grade (A / B / C)
  • Execution quality (early, clean, chased, late)
  • Emotion state (calm, edgy, euphoric, frustrated)
  • Plan followed (yes / no) + execution notes

You can also compare planned vs. actual entry, exit, and stop — and regenerate the AI coach review if your first one was a little unkind.

4. Context Snapshots on Single Trades

Scrollable tabs surface point-in-time market context: news anchored to snapshot time (with sentiment and impact), calendar events, macro bias, edge factor, and technical indicators. For open trades, hit Refresh Snapshots to capture an updated view.

5. Performance + UX Polish

The Journal overview loads faster thanks to fewer API calls and an independently loading AI overview. Mobile improvements include better heatmap touch interactions, responsive layout fixes, cleaner P&L formatting, and improved equity chart rendering.

One Small Step in MT5, A Much Better Journal

To fully leverage the enhanced P/L tracking and richer experience of HybridTrader's latest Journal release, ensuring reliable trade synchronisation from your MT5 platform is crucial. The updated Journal Sync Expert Advisor (v1.06) is specifically designed to guarantee this seamless data flow.

01

Save Your Settings

Before removing the old EA, save your current setup so nothing gets lost.

02

Install EA v1.06

The update only takes a few minutes, and your Journal key carries over automatically.

03

Keep Trading, Seamlessly

Your trade synchronisation stays reliable, so the Journal can deliver the full experience.

Access Update Guides


Known Rough Edges & How to Help

Beta 2 is a meaningful step forward, but it's still a work in progress. Here's what to watch out for — and how your feedback directly shapes what comes next.

Layout Oddities on Smaller Devices

You may spot visual quirks on mobile or narrower screens. We're actively ironing these out — if something looks broken, let us know which device and screen size you're on.

Account Filtering Edge Cases

Some filtering scenarios may behave in ways that feel overly literal or unexpected. If account switching produces results that don't match what you'd expect, that's valuable signal for us.

Snapshot Data + AI Inconsistencies

Context snapshot data and AI-generated outputs may vary while we tune the underlying logic. If a review feels off or a snapshot looks incomplete, please flag it.

You're helping shape the new Journal features into something genuinely useful. Every piece of feedback you send makes a real difference — thank you for being part of this beta.