Choose a general or asset-based plan
A general plan is useful when the same market thesis or operating rules apply across instruments. It contains one central analysis. An asset-based plan is designed for specific instruments and provides a separate analysis and planning area for every selected symbol.
Both types link to one or more accounts and setups. This keeps the monitoring scope explicit before trades begin.
- One general analysis for broad plans
- Separate analysis for every selected asset
- Link the accounts used for execution
- Reserve setups for one active plan at a time
Monitor execution while the plan is open
Trades associated with the selected accounts and setups enter monitoring automatically while the plan remains open. For asset-based plans, each trade is marked as on plan or off plan according to its symbol.
Every trade keeps its own journal. You can review the setup, risk tier, tags and status, then rate adherence from zero to five stars. This separates the quality of the decision from the financial result.
- Automatic trade monitoring
- On-plan and off-plan identification
- Individual trade journals
- Zero-to-five adherence rating
Close with a conclusion, not just a number
Before closing the plan, AxT Journal compiles the number of trades, completed trades, net result, wins, losses, win rate, on-plan trades, off-plan trades and average adherence.
The trader adds a general conclusion describing what worked, what should change and which lesson will be applied next. Closing is permanent, which protects the historical review from being rewritten after the outcome is known.