Journals & trade data
Trade records, performance calculations and checking CSV data. Each guide includes a worked example and links to its related tool.
11 of 11 guides
Review a trading journal without fooling yourself
Reconcile net results, understand the journal’s metric conventions and keep a recoverable local record.
Move your trading journal: a backup and restore checklist
Create a dated JSON snapshot, restore it safely in another browser and reconcile the result before retiring the original copy.
Why your trading CSV totals differ
Reconcile accepted and rejected rows, spot date and decimal-format errors, and avoid subtracting trading fees twice with a downloadable USD example.
Custom USD CSV mapping: gross, net and fee signs
See how declared gross/net meaning and fee signs change a custom USD CSV mapping, with two invented three-row reconciliations and explicit rejection counts.
CSV date order: resolve DMY and MDY before mapping
How to declare date order in a custom USD CSV mapping so an ambiguous but calendar-valid date is interpreted consistently.
Duplicate source IDs in a CSV: retain rejection counts
Understand why duplicate source IDs are rejected together and how to reconcile totals from accepted rows.
How to choose a free vs paid trading journal: a test checklist
Compare storage, import limits, exports and subscription terms using a small repeatable journal test—not promises of trading returns.
Save CSV reconciliation counts without exporting trade details
Learn what the CSV Journal Checker reports, how accepted-only totals and row rejection reasons work, and how to describe a different CSV layout using invented examples.
A rejected CSV file is different from a file with rejected rows
Learn when the fixed USD CSV checker stops on a fatal file error and when it reports rejected rows with accepted-only totals.
Spreadsheet-safe CSV text and numeric trading losses
Learn why formula-like notes are prefixed in normalized CSV exports while negative USD gross amounts remain numeric, and what the checker includes in its totals.
Why a USD CSV checker rejects commas, exponents and excess decimals
Learn which USD amount strings the CSV journal checker converts to exact cents, what it rejects, and how to investigate a rejected value without changing it silently.