Reminder: Office Hours are available Wednesdays and Fridays to get your questions answered 

logo
  • Home
  • Quick Guides
  • User Guide
  • Video Library
  • Release Notes
  • Downloads
  • Support Ticket
  • FAQs
  • Search

Updating Journal Entries

April 30, 2017
|In Portfolio, Account, Journal, Trade Journal, Trading
|By Support Team
Updating Journal Entries
  1. Home
  2. Location
  3. Portfolio
  4. Updating Journal Entries

Logging into your account will update Journal entries for up to the last two months.   However,  trades that expired will need to be Reconciled.  If the system is unable to match trades, a Yellow ‘Close’ tab will result, requiring manual action to close.

Follow the steps as shown below to reconcile your trades.

Note:  Step 2 is not required, however, if you are just learning to use the Journal and it’s features, sorting by Symbol, especially if you have multiple trades, simplifies the process.



account How to journal portfolio reconcile

User Guide

  • Home
  • Navigation
  • The Score
  • Watch List
  • Charts
  • Find
  • Heat Map
  • Options – Overview
  • Options – Strategies
  • Options – Advanced
  • Options – Backtest
  • Mobile – Under Construction
  • Trading
  • Journal

Main Menu

  • Home
  • Quick Guides
  • User Guide
  • Video Library
  • Release Notes
  • Downloads
  • Support Ticket
  • FAQs
  • Prev
  • User Guide
  • Next

Main Menu

  • Home
  • Quick Guides
  • User Guide
  • Video Library
  • Release Notes
  • Downloads
  • Support Ticket
  • FAQs

User Guide

  • Home
  • Navigation
  • The Score
  • Watch List
  • Charts
  • Find
  • Heat Map
  • Options – Overview
  • Options – Strategies
  • Options – Advanced
  • Options – Backtest
  • Mobile – Under Construction
  • Trading
  • Journal
© 2025 Trade Tool Support. All rights reserved