Diary, setups and approvals
How JW3 journals a trade from idea to exit, and how proposals from agents or the CLI become orders you approve.
Pas encore disponible dans votre langue — version anglaise affichée.
The Diary is the record of why, not just what. Fills are facts; the Diary keeps the thesis, the plan and the outcome in one place so a trade can be reviewed months later.
What lands in a day #
| Entry | Comes from |
|---|---|
| Trades | Every executed order, mirrored from the venues automatically |
| Setups | Proposals from the app agent, the CLI or an AI client |
| Notes | Your own journal entries, or an agent note you approved |
| Analyses | Daily briefs, verdicts and market reviews |
Days are browsable on a calendar, with a detail view per day and running statistics — streaks, win rate and PnL over the selected period.
From proposal to order #
A proposal is a card, never an order. The flow is always:
- Propose — an agent or the CLI files a setup: pair, side, entry, stop, size, thesis.
- Review — the card appears in the app with the reasoning and the numbers.
- Approve — approving prefills the trading ticket with those values.
- Send — you confirm in the ticket, and only then does anything reach the venue.
Nothing is sent by approving a card, and no card can bypass your risk limits. If you decline, the setup stays in the record as a decision you made — which is often the most useful entry in the whole diary.
Writing notes #
Notes are free text per day, in Markdown. Good notes answer three questions:
- What did I expect to happen, and why?
- What actually happened?
- What will I do differently next time?
A note written after a loss is worth more than ten written after a win.
The daily brief #
jw3 daily-prep (or the equivalent action in the app) builds a morning brief: risk header, open positions, funding and open interest, liquidation distance, macro context, regime and per-pair bias. It is recorded as the day's analysis so the day has a starting state to compare against at the close.
Use --dry to preview without writing.
Reviewing a period #
- Calendar — see which days you traded, and how the month went.
- Stats — win rate, average win and loss, expectancy, streaks.
- Filters — by venue, pair or setup type, to answer "does this pattern actually work?"
A diary you never read is a log file. The value comes from the weekly review: what worked, what repeated, and what to stop doing.
Sharing #
A day can be shared as a read-only link. Review what a shared day contains before sending it: pair names, sizes and PnL are usually fine; notes may contain more than you want public.
Checklist
- Diary entries appear for executed trades
- You know how a proposal becomes an order
- Daily brief reviewed at least once