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Trade Journal Automation

Automatically log trades, analyze performance, identify mistakes, and track improvement.

Complexity: Simple | Duration: 1-5m | Category: Finance/Investment

Tags: trade-journal performance-tracking self-improvement statistics

Workflow Diagram​

Steps​

Step 1: Trade Capture​

Agent: trade

executor - Record entry price, size, stop, target

Step 2: Setup Classification​

Agent: technical

analyst - Tag trade type (breakout, pullback, etc.)

Step 3: Screenshot​

Agent: trade

executor - Capture entry chart

Step 4: Emotion Log​

Agent: reflection

specialist - Record emotional state and confidence level

Step 5: Exit Recording​

Agent: trade

executor - Log exit price, date, reason

Step 6: P&L Calculation​

Agent: financial

analyst - Calculate profit/loss, % return, R-multiple

Step 7: Mistake Analysis​

Agent: reflection

specialist - Identify rule violations or errors

Step 8: Pattern Recognition​

Agent: data

analyst - Detect winning/losing patterns over time

Step 9: Statistics Update​

Agent: data

analyst - Update win rate, average R, expectancy

Step 10: Review Notification​

Agent: notification

specialist - Weekly summary of journal insights

Usage​

To execute this workflow:

/workflow finance/investment/trade-journal-automation.workflow

See other workflows in this category for related automation patterns.