Rules, notes and finish the day
Review your process, classify open positions and clearly signal when a daily review is complete.
Open Trade TrackerTrade rules and daily rules
Distinguish one-trade rules from complete-day rules and presets from custom reviews.
| Rule type | How it works |
|---|---|
| Trade rule | Applies to one selected trade or position. |
| Daily rule | Applies to behavior or results across the complete trading day. |
| Preset rule | Chosen from TraderLink's supported list and evaluated automatically when the required facts are available. |
| Custom rule | Written in your own words and reviewed as Followed, Broken or Not reviewed. |
N/A means a preset rule could not meaningfully apply to that trade or day. It is different from Not reviewed and is not a result the trader needs to override.
When no trades were entered for a day, or no preset daily rule was recorded as Followed or Broken, the Daily Trading Rules card shows one short no-results message instead of a list of N/A rows.
Rules broken
The day-summary count is the number of recorded broken rule results for that trading date. It is not an AI opinion.
The Trading Rules collection explains every preset, custom-rule reviews, automatic details, chart markers and Rule Results history.
Open Trading Rules helpTrade notes and Daily Notes
Record trade-specific observations and the larger lesson from the day.
Trade notes belong to one selected trade. Daily Notes describe the complete day and are organized into What worked, What needs work, Technical recap, Current Focuses and Anything else.
- Write specific observations you will understand later, such as the decision, evidence and adjustment—not only ‘bad entry.’
- Save notes as you work and check the saved or error state before leaving the page.
- Mark day reviewed saves pending trade and daily notes again before completion is recorded.
Classify open positions
Choose the trader's actual intent for every position that remains open.
An open-position row appears on a Daily Trade Tracker date only when that position had execution activity on that date. It shows the remaining quantity, average entry and opened time. Choose the description that matches your intent; TradersLink does not change it automatically because of time held. Other confirmed open positions remain available on Open Positions.
| Choice | Use it when |
|---|---|
| Not classified | You have not decided or recorded the position type yet. The day cannot be marked reviewed. |
| Active swing | You intentionally continue the position as a Swing and can open it in Swing Trade Tracker. |
| Day trade still open | It remains an active Day trade that has not yet returned to zero. |
| Unplanned hold (bag hold) | The intended Day trade became an unplanned hold. |
| Long-term hold | The position is intentionally being treated as a longer-term investment or hold. |
Mark the day reviewed
Record that the day review is complete without locking the day.
Mark day reviewed is your signal that the Trade Tracker review for that trading date is complete. It is more meaningful than saving notes alone.
- Pending trade notes and Daily Notes are saved before completion is recorded.
- If another change is still unsaved, you can keep reviewing or mark the day reviewed without completing that draft. The draft stays unsaved until you save it or leave it behind.
- Every open position must be classified first.
- The day is not locked. Executions, tags and notes can still be corrected later.
- TraderLink and AI Reviews can distinguish a completed daily review from notes that were saved but not marked complete.
- Depending on your AI Review timing setting, completing eligible days may allow a review to start sooner. Later edits do not rewrite a review that was already issued.