Notes

Why Take Notes?

Numbers tell you what happened. Notes tell you why.

A trade that lost 2R could be a perfectly executed plan that hit a stop loss, or a revenge trade where you moved your stop and doubled your size. The P&L looks the same. The note tells you the difference.

Adding Notes to Trades

Every trade in Pulsor has a notes field. Add notes during trade creation (Step 3 — Mindset) or edit them later from the trade detail page.

What to Write

Keep it brief — 1-3 sentences is enough. Focus on:

• Setup rationale — why you entered the trade
• Emotional state — how you felt before and during
• Execution quality — did you follow your plan?
• Observations — anything notable about conditions or behavior

Examples

• "Breakout above resistance on high volume. Followed checklist, felt confident. Exited at first target."
• "FOMO entry after missing the initial move. No setup, just chased price."
• "Solid plan trade. Moved stop to break-even too early. Need to trust the system."

Standalone Notes

Beyond trade-specific notes, create standalone journal entries from the Notes page:

• Daily session summaries — end-of-day reflections
• Weekly reviews — broader performance observations
• Market observations — conditions, macro events, sector notes
• Strategy ideas — hypotheses to test

Use the template picker to start from a structured template instead of a blank page.

Note-Trade Linking

Notes can be linked to one or more trades. This creates a two-way connection:

• When viewing a trade, you see associated notes
• When viewing a note, you see linked trade outcomes
• Over time, this builds a rich qualitative + quantitative record

Notes Insights

The Notes page includes an insights panel that tracks your journaling activity:

• Total notes and week-over-week changes
• Activity by day — which days you journal most (and which you skip)
• Link breakdowns — how many notes are connected to trades vs. standalone

These are statistical analytics on your journaling behavior — helping you monitor consistency. If your note activity drops, treat it as a signal, just like you'd treat a drop in win rate.

Notes + AI Coach

While the notes insights panel shows activity statistics, your notes also feed into the AI Coach. When chatting with the AI Coach, it has context of your trades including any attached notes. The more thorough your notes, the more specific feedback the AI Coach can provide.

Tips for Better Notes

Be Consistent

A brief note on every trade is more valuable than detailed notes on some trades and nothing on others.

Be Honest

If you revenge-traded, write it. If you felt scared and exited early, say so. Honest notes lead to honest self-assessment.

Write Immediately

Add notes right after closing a trade, while the experience is fresh.

Start Small

If writing feels like a chore, start with a single sentence per trade. "Followed the plan" or "FOMO entry" takes five seconds.