Trading journal strategies

What a strategy is

A strategy is a named playbook with an optional description, tags, status, and two checklists: entry and exit. Each checklist is one rule per line. Those lines power the extension checklist when you tag a trade with the strategy.

Writing entry and exit lines

Put one criterion per line when you create or edit a strategy. For plain checkbox rules, type directly in the textarea. For choice options (and an optional group title), use the Complex button next to Entry or Exit — it opens a guided dialog and appends the formatted line.

Plain line — shown as a checkbox in the extension. Example: Higher high on the daily

Choice line — options inside square brackets, separated by |. An optional default is after a trailing colon inside the brackets. Example:

Pullback quality [shallow|medium|deep:shallow]

That shows a button group with shallow selected by default. If the brackets are missing or invalid (for example no |), the line is treated as a plain checkbox.

Optional grouping

Prefix a line with GroupTitle: so the extension can show a section heading when Group is turned on in the checklist panel. Example:

Trend: Price above 20 EMA
Trend: Higher high
Setup: Trigger bar [yes|no:yes]

With grouping on, those appear under Trend and Setup. Lines without a title go under Other. Grouping is display-only — the full line (including Trend:) is still what gets written to the trade note.

Using the extension checklist

On a chart site with the extension:

1. Select a trade and pick a strategy (or add the strategy tag).
2. Expand the strategy criteria panel.
3. Optionally turn on Group for section headings.
4. Tick checkboxes and pick choice buttons for what applied.
5. Press Add entry or Add exit to append a journal message on that trade.

Every rule becomes one line in the note. Plain criteria use ✅ when checked and ❌ when not. Choice criteria look like Pullback quality: shallow, or Pullback quality: not selected if you left them unset.