Account Section

After your trades are executed, you can monitor them in the account section located in the bottom bar.

Account Section Options:

1. My Orders: Shows all open and executed orders. You can adjust columns and enable the “Reason” column to understand rejections.
2. My Trades: Displays details about all executed trades.
3. My Positions: Lists open and closed positions.
4. My Balance: Shows your account balance.
5. Holdings: Displays the stocks you are holding.
6. Trade Settings: Allows you to modify trade-related settings like show executions, beep on executions, etc.
7. Field List: Customize which columns to display in the account view.
8. Connected Broker Information: If multiple brokers are connected, you can switch between them, but note that only one broker can handle orders at a time.

Use Case

GoCharting’s Trade Journal and Ledger automatically records every executed trade with timestamps, prices, and P&L, while the Ledger provides a comprehensive view of realised and unrealised performance. Together they form the backbone of performance-based trading improvement.

Strategy

Review your Trade Journal weekly. Sort trades by outcome and look for patterns in your winners and losers: are you cutting winners too early? Are losses consistently exceeding your stop? This analysis transforms raw trade data into actionable improvements for your strategy and psychology.

Common Mistakes

Do not ignore your trade journal data. Avoid only reviewing winning trades — your losing trades contain the most actionable lessons. Do not use the Ledger for daily P&L obsession; focus on weekly and monthly statistics that smooth out individual day-to-day variance.