Guide

What's in the app

The sidebar on the left opens each part of the app. On a phone, open it with the menu button at the top left.

1. Home: your R for the month at a glance.
2. Journal: a calendar of your trades and the trade form with all your properties.
3. Daily Outlook: one plan per day with chart screenshots and notes.
4. Account Tracking: prop firm accounts with their rules, Tradovate CSV import and payouts.
5. Backtesting: strategies, replay sessions and backtest trades, kept apart from the Journal.
6. X Posts: ready-made slides for X from your chart screenshots.
7. Guide: this page. Search it with the box at the top.

Saving

Everything you do is saved automatically to your account a moment after you change it: there's no save button for your data except in forms (trades, outlooks, accounts, strategies).

If a save fails, the profile menu at the top right says so and the app retries on its own.

Monthly R tracking

The cards show the month's total R, win rate, average R per trade, number of trades and the best day.

The R curve shows the R of each day as bars (green above zero, red below) and the running total as a line.

Change month with the arrows; Today brings you back to the current month. The numbers come from the Realized RR of your Journal trades.

Calendar

Each day shows its trades with the market logo and the realized RR, green for winners and red for losers.

Click a trade to open it. Click the + on a day (on hover) to add a trade on that date, or use Add trade at the top.

When a day has more trades than fit, a "+N more" button opens the full list of that day.

Switch month with the arrows; Today brings you back to the current month. Every month has the same size, without scrolling.

Trade form

The properties follow your Notion database: Date & Time, Weekday, Week, Month, Quarter, Year, Market, Account, Setup, HTF Framework, Daily Profile, Entry Candle, Entry Time, Entry Timeframe, Entry Confluence, Duration, Risk %, Planned RR, Realized RR, Max RR, Win?, Profit %, and the checkboxes Revised, 4h Exp, Both closed, HOD/LOD and Red News Day.

A date is required to save. Profit % fills itself from Risk % × Realized RR when you leave it empty (shown as "auto").

Save keeps your changes, Cancel leaves without saving, Delete removes the trade.

Select options

Select properties work like Notion: click to pick an option, type to search, and press Create to add a new one.

Open Edit option (next to an option) to rename it, change its color or delete it. Changes apply to every trade that uses it.

HTF Framework is a multi-select: you can pick several options.

Market can only be NQ, ES, YM, RTY, GC or SIL, each with its logo.

Trade screenshots

Under the properties you can add as many screenshots as you like, each with its own title (for example "5m entry" or "1h context").

Paste with ⌘V, drop an image or click Add screenshot. Click a screenshot to see it full screen; you can replace or remove it.

Month of outlooks

Every day with an outlook gets a card with its cover screenshot, the bias and the result of that day's trades.

Change month with the arrows. New outlook opens today's outlook, or creates it if there isn't one yet. One outlook per day.

Writing an outlook

Set the date and the bias (Bullish, Bearish or Neutral).

Paste chart screenshots with ⌘V or add them: the first one is the cover shown on the card.

Write the Overview (context, levels, news), What I expect (scenarios) and, after the session, How it went.

Adding an account

Click Add account and choose the prop firm and plan: Lucid Trading, Tradeify, Topstep, MyFundedFutures, Apex Trader Funding or FundedNext Futures. Then pick the size (25K to 150K), the account type (evaluation, funded or live), the status and the fees per contract (round turn).

Some plans have options, such as end-of-day or intraday drawdown and add-ons. The rules are filled in from the plan and kept up to date with the firms' sites (November 2026).

Importing trades from Tradovate

Trades are imported from the Tradovate Performance report. There is no connection with your broker credentials: you upload the CSV yourself.

1. In Tradovate open Reports → Performance and export it as CSV.
2. In Mat Journal click Import CSV on the account (card or detail page) and choose the file.
3. Trades already imported are skipped, so you can import the same report again after new trades.

Adding imported trades to the Journal

After an import, Add to Journal (on the account page, and in the message after the import) creates a Journal entry for every imported trade that isn't in the Journal yet, on the day it was opened.

Each entry already has what the Tradovate file tells: date, weekday, week, month, quarter, year, market, account (the account's name), entry time, duration in minutes and Win (net P&L above zero). Missing options, like a new month or the account name, are created for you; entry time uses an existing range that contains the time (e.g. 3:00-3:59), otherwise a half hour like 9:30-9:59. Times are the ones in the Tradovate file.

Setup, RR, risk, Profit %, screenshots and the rest are left for you: open the trade in the Journal and fill them in. At the top of the trade page a bar shows what Tradovate recorded: symbol, side, contracts, average entry and exit, open and close time, net P&L.

Tradovate lists one row per pair of fills, so the fills of the same position (scaling in or out) become one Journal trade. The Journal column of the account's trade list shows which trades are already added; doing it again after the next import adds only the new ones. If you delete a Journal trade, it can be added again.

Account cards and filters

Each card shows the balance, the net P&L, the progress to the profit target and how much is left before the max loss.

Filter by type, size, prop firm and status (active, passed, breached, closed); Clear filters shows everything again.

Rules, upgrades and payouts

The account page shows the balance, net P&L, the max loss limit left and the daily loss limit.

Road to funded (or to the next step) lists every objective with its progress: profit target, consistency, minimum days and so on. When they're all met, Upgrade to funded moves the account to the next phase; the finished phase is kept under Past phases.

On funded accounts Road to payout tracks the payout requirements. Record payout saves the amount requested and what you receive, and starts a new payout cycle. When the plan allows it, Move to live upgrades the account to live.

The tabs at the bottom list the imported trades, the payouts and the past phases.

Strategies

New strategy asks for a name, a description, the markets, the timeframe, the rules and the period you want to cover (goal from/to).

Each strategy card shows its trades, win rate, expectancy, total R and how much of the goal period is covered.

Results

The Overview tab shows trades, win rate, expectancy, profit factor and max drawdown, the R curve trade after trade, and the results grouped by setup, market, weekday, entry time, daily profile, HTF framework or confluence.

Coverage

The Coverage tab is a calendar of the year: every trading day you have replayed is filled in, so you see at a glance which periods are still missing.

The bar shows how much of the goal period is covered, and "Still to test" lists the gaps. Weekends don't count.

Sessions and backtest trades

A session is one replay: give it an optional name, the day you did it, the market period replayed, up to 2 markets, the tool (pick one or type your own), the duration and notes.

Inside a session add the backtest trades with the same properties as the Journal. They are counted only in Backtesting.

Making the slides

Each screenshot becomes one slide (2885 × 2000 px, white) with your profile at the top, the asset logo, ticker and timeframe on the left, and the chart in the middle.

1. Choose the asset: NQ, ES, YM, RTY, GC or SIL. The ticker and its grey suffix (1!) can be edited.
2. Paste a chart screenshot with ⌘V, drop it on the preview or click Add screenshot. Repeat for every timeframe you want to show.
3. Pick the timeframe of each slide with the buttons under the preview (1m, 3m, 4m, 5m, 15m, 30m, 1h, 4h, 1D) or type another one in Other.
4. Use Zoom and drag the chart to frame it; Fit centres it again. Reorder or remove slides from the list on the left.
5. Copy slide puts the image in your clipboard to paste in X; Download slide or Download all saves PNG files. X shows up to 4 images per post.

Profile, photos and presets

Every time you open X Posts the profile starts empty. Fill in display name, @handle and the verified badge, and click the photo square to choose a profile photo.

Photos you have used are kept under Recent photos: click one to use it again, or upload a new one. Hover a photo and click × to remove it from the list.

Presets save a whole profile (photo, name, handle, badge). Open Presets, give it a name and click Save current; next time open Presets and click it to fill everything in. Saving with an existing name updates that preset.

Sign up and log in

Create an account from the sign up page with your name, email and a password of at least 8 characters with a letter and a number, and accept the Terms and Conditions.

We then email you a 6-digit code: enter it on the Confirm your email page to activate the account. The code expires after 15 minutes and allows 5 tries; Send a new code gets a fresh one (once a minute). Until the email is confirmed the account can't log in. If the email doesn't arrive, check the spam or junk folder (the page reminds you) and mark it as Not spam. Afterwards you log in with the same email and password.

Depending on the administrator's settings, sign-up can be open to everyone, possible only with an invite link (each link works once, for 14 days) or closed. New accounts may also need the administrator's approval: after confirming the email you'll see a message, and an email tells you when you can log in.

After 5 wrong passwords in a row the login waits 15 minutes before trying again.

Forgot password

On the login page, click Forgot password? above the password field. Enter your email and press Send code: if the email has an account, it receives a 6-digit code (check the spam folder too).

Enter the code and choose a new password (at least 8 characters with a letter and a number). The code expires after 15 minutes and allows 5 tries; Send a new code gets a fresh one.

Changing the password logs you out on every device, and you get an email saying the password was changed. If you didn't do it, reset it again and tell the administrator.

Feedback to the admin

Feedback, at the bottom of the sidebar above Guide, sends a message straight to the administrator: a feature you'd like, a bug, or anything else.

Choose Feature request, Bug or Other, write a short title and the details. For a bug, say what you did, what happened and what you expected. Add up to 6 screenshots: paste them with ⌘V / Ctrl+V, drop them on the form, or click Add screenshot. Then press Send to admin.

Your feedback is listed on the right with its status: Sent, Seen, Planned, Done or Not planned. When the admin replies, the reply appears under your message and you get an email (also when it becomes Planned, Done or Not planned). Delete removes a feedback with its screenshots. You can send up to 20 a day.

Announcements

When the administrator has something to tell everyone, for example planned maintenance, a message appears under the top bar: yellow for warnings, green for information.

Click × to hide it. A new announcement shows up again.

Profile menu and data

The profile button at the top right shows your name, email and role, and lets you log out.

Each account sees only its own data. Passwords are stored only as a one-way hash, never in readable form. The app works in the browser on computer and phone.

Mat Journal runs at www.matjournal.ch on a server in Switzerland: the app, your data and your screenshots all stay there, with a daily backup.