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Journal Enrichment Workbook

Bulk metadata enrichment for portfolio

1. Export Workbook

Download an Excel workbook pre-populated with your trades and current tags.

The workbook contains every open and closed trade in the active portfolio. It updates journal fields only and never creates trades or changes executions.

2. Workbook Instructions

Safe conventions for offline editing.

Protected columns: Do not modify Trade ID, broker data, Row Token, required headers, or the hidden metadata sheet.

Multiple values: Separate Mistakes, Proficiencies, and Tags with |, for example Chased | Earnings.

Clear Fields: Leave a cell blank to keep the app value unchanged. Type [CLEAR] to remove an editable value.

Initial stop: Initial Stop Loss is backfill-only. An existing stop cannot be replaced or cleared from this workbook.

3. Upload and Preview

Upload your completed .xlsx file to preview all changes safely before committing.

Choose an Excel file or drag and drop here

Supports .xlsx workbooks up to 2 MB

Batch History & Rollbacks

Audit trail of previously applied enrichment batches with full rollback support.

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Affected Records

Trade ID	Symbol	Date	Status	Ref Type	Replace with

Actions

Merge All Into:

Retire / Restore

Retired items remain on historical trades but are hidden from dropdown selectors.

Delete Permanently

Only items with 0 references can be deleted.

Dashboard

Trade review

Summary

Execution timeline & corrections

Entry review

Management review

Exit review

Reflection

Journal Enrichment Workbook

1. Export Workbook

2. Workbook Instructions

3. Upload and Preview

Preview & Validation

Batch History & Rollbacks

Dashboard

Connect a broker

Sign in to Zerodha

Set stop

Correct the symbol

Confirm risk change

Columns

Trades

Record a capital movement

Add Portfolio

Log a trade

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