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Video 05 ยท Forgalis TradingJournal tutorial

Strategies, Confluences, Exit Reasons & Mistakes

2 min 53 sec Play the walkthrough here or open it on YouTube.

Manage the four reusable review catalogues, apply setup tags and exit reasons to trades, and record structured Mistakes during Self-Reflection.

This walkthrough explains the product workflow and does not provide trading advice.

1.1.25 accuracy note: The embedded YouTube recording predates the final 1.1.25 interface. The written workflow below reflects the current 1.1.25 application scope; an updated recording is tracked in the tutorial automation work.

Current 1.1.25 workflow

The Strategy workspace now contains four reusable journal catalogues.

  • Strategies describe setups/approaches and can link expected confluences.
  • Confluences record conditions or observations actually associated with a trade.
  • Exit Reasons record why a trade closed; one exit reason is selected on a trade.
  • Mistakes are reusable execution/discipline review observations applied from Self-Reflection.

Pre-Trade Plan now lives with Strategy & Confluences. Self-Reflection keeps Not reviewed separate from an explicit Reviewed: no mistakes state. These categories are review structure, not trading signals or recommendations.