First Launch & Journal Setup
Create the first journal account, understand the local-first database workflow and see where manual entry, file import and Dashboard review begin.
Watch tutorialForgalis TradingJournal tutorials
Follow the FTJ workflow from first launch and trade capture through imports, structured review, broker connections and execution-level trade construction.
These are product walkthroughs for the Windows app. They explain the journal workflow and do not provide trading advice.
Tutorial series
The series follows the product in a practical order, but each tutorial also works as a focused reference.
Create the first journal account, understand the local-first database workflow and see where manual entry, file import and Dashboard review begin.
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Create a manual trade entry, fill in the main trade details, add review structure and save the trade to your journal.
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Import trade history from CSV or Excel, verify the template and column mapping, choose the target account and review the import result.
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Review saved journal data through the Dashboard scope controls, KPI cards, recent trades, charts, Next Steps and available grouped views.
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Manage reusable strategies, confluences and exit reasons, apply them to trades and use them as journal categories in review views.
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Attach screenshots, add trade notes and a pre-trade plan, record reflection fields and save the context with a trade.
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Use the read-only import workflows, link each external account to the correct journal account, preview available executions and import selected rows.
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Create and manage execution-based trades with scale-ins, partial exits, fill corrections, Close Position and automatic locking.
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