Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one’s financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.
Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program despite trading losses are material points that can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program that cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.
The Home View is Journalit's main workspace. It contains two modes: Overview for your personal widgets and shortcuts, and Dashboard for deeper performance analysis. Switch between them without opening a separate view.
Best use of Home View
Keep Overview focused on the information you check before trading and the actions you repeat every day. Use Dashboard mode for deeper analysis.
Open Home View from the ribbon icon or the command palette with Ctrl+P, then
run Open Home View. Use the Overview / Dashboard
switch in the header to change modes. Each mode keeps its own layout, filters,
and scroll position. Many traders keep it alongside the navigation sidebar
so the workspace stays visible while the sidebar handles fast switching
between overview pages, reviews, and tools.
A fast action bar for the views and commands you use constantly.
A drag-and-drop layout for performance, planning, and workflow widgets.
Shows your display name so the page feels like your workspace, not a generic dashboard.
The Quick Links row is there to remove menu friction. Use it for the actions you reach for constantly.
Open the new trade form immediately.
Jump straight into the trade database.
Switch the shared Home workspace into performance analysis mode.
See all trading accounts in one place.
Open today's Daily Report Card.
Jump to the current weekly review.
Jump to the current monthly review.
Import trades from CSV, XLSX, or XLS.
Edit review templates and workflow layouts.
Open Journalit's sidebar from a Quick Link that is hidden by default and can be restored when needed.
Drag links into the order that matches your workflow.
If a shortcut does not save you time, it should not stay in the row.
The first few links should be the ones you use before, during, or immediately after a trading session.
You can place Quick Links at the top or bottom of Home View. Open the Home View settings gear, then use the arrow control to move the row.
Use the filter button in the Overview header to choose the period, trade type, and accounts you want to see. Dashboard mode keeps a separate filter state, so changing one mode does not disturb the other.
Choose the date range used by period-aware Overview widgets.
Include regular, missed, or backtest trades where the widget supports those workflows.
Scope trade-backed and account-backed widgets, including AUM and Drawdown Monitor, to the selected accounts.
Dashboard mode keeps its own analysis filters and does not reuse the Overview selection.
How it behaves
Overview filters persist, so the workspace opens with the period, trade type, and account selections you left in place. Use Reset filters to restore All Time, Regular trades, and All Accounts together.
Choose a background image from Settings → General → Home View Settings. Journalit copies the selected image into the vault and applies readable translucent surfaces to widgets, controls, and Quick Links.
Select an image from your device and apply it to Overview mode.
Use the same image in Dashboard mode when you want one visual workspace across both modes.
Remove the background and return to the normal Obsidian theme surfaces.
The widget grid is where Home View becomes useful. Each widget either helps you make faster decisions, maintain process discipline, or review performance without extra clicks.
Shared analytics rules
Home analytics widgets follow the same analytics date basis and break-even threshold settings used across Dashboard and other Journalit views.
Do not add everything
More widgets do not automatically create a better workspace. Start with a few that support real decisions, then add more only when they earn the space.
The Getting Started widget is a checklist of core setup actions. Its Open the navigation sidebar item uses the same Open Sidebar action as Settings and marks itself complete whenever the sidebar is opened from any Journalit entry point.
A GitHub-style heatmap of daily trading P&L, where each cell represents a day.
Patterns jump out quickly: good streaks, dead periods, overtrading bursts, and uneven consistency.
Hover to inspect exact P&L. Click a day to open that day's Daily Report Card.
Shows a year, six months, or three months depending on widget size so the cells stay readable.
See the current week with daily context instead of waiting for a review note.
Quick check on activity level and pacing.
Useful as context, but not enough on its own to judge performance.
Tiny trend view for the current week, including neutral break-even day styling.
Break-even days use a neutral striped bar, while days without trades use a small muted dash. The weekly headline also follows the break-even threshold configured in Trades settings instead of treating every non-negative result as a winning week.
Key Events brings the current Weekly Review schedule into Home, grouped by day with all-week events first. Use it to keep planned market events visible while you work without copying them into another note.
The widget reads events from the current Weekly Review, so the schedule stays connected to the review workflow.
See event labels, times, notes, and semantic colour markers in a scrollable Home widget.
Select the widget, including its empty state, to open the current Weekly Review and edit the events there.
A built-in sizing tool on the home screen makes it easier to stay disciplined before you enter.
You can also open the calculator from Obsidian's command palette. Search for
Journalit: Open position size calculator, or assign your own shortcut
from Settings → Hotkeys.
Use the total account value or the portion of capital relevant to that setup.
Define what you are actually willing to lose, for example 1%.
Set the planned entry and stop loss so the size is derived from the setup, not a guess.
See position size, dollar risk, and risk-reward context with the correct contract assumptions.
Track daily, weekly, or monthly targets, with optional account-specific targets when different accounts have different rules.
Measure consistency milestones across all accounts or selected accounts.
Pair execution quality with broader review, scoped to the account set that matters for the goal.
Home compares filtered performance against the matching configured account targets, so the numerator and target use the same account scope.
When copy-account analytics are enabled, a goal configured for a base account can include derived copied performance from accounts copying that base.
Click the widget to configure goals and monitor progress with clear visual indicators.
If the Home account filter is focused on an account without a configured target, the widget shows that scoped empty state instead of treating the target as zero.
The Profit Target widget shows account-level profit-target progress for accounts that have targets configured. Use it when prop-firm rules, account plans, or personal milestones are defined per account rather than as a general Home goal.
See configured accounts sorted by progress toward their profit target.
Check how much profit remains before the account reaches its target.
Open the relevant account page directly from the widget when you need the account-level detail.
Displays your current streak so you can track momentum and consistency over time. That can be useful, but only if it reinforces good behaviour instead of making you protect the streak at the expense of sound decisions.
Shows trades that have not been marked as reviewed yet. Click through to the Trade Log with unreviewed trades selected and work them down instead of letting post-trade analysis pile up. Existing Trade Log filters are preserved unless they conflict with the unreviewed-trades shortcut.
Recent Items is pure workflow speed. It gives you a quick jump back to the notes, views, or dashboards you were already working on.
This widget ranks setups and strategies by performance. It can also switch into Top Breakdown mode for grouped analysis.
Rank trading setups directly so your strongest and weakest patterns are obvious.
Group by setups, asset types, tags, or tickers depending on what you want to analyse.
Good for spotting whether your edge lives in a specific market, label, or execution style.
Best Hours highlights the time-of-day patterns hidden in your trade history. If you are consistently strong in one session and weak in another, this widget makes it hard to ignore.
The widget groups trades by entry time, so comparisons like 09:30 to 10:00 versus 10:30 to 11:00 stay practical.
A time window needs enough trades across enough trading days before Journalit treats it as a reliable candidate.
The headline focuses on the strongest eligible time window, with average P&L shown as supporting context.
Privacy mode hides outcome-derived best-time information and keeps the timeline visually neutral.
Trading Score is Journalit's composite performance rating shown as a radar chart. It is designed to summarise trading quality, not just raw return.
When the Home account filter is active, the radar chart compares selected accounts against the All baseline. A single selected account shows one account overlay; multiple selected accounts show each selected account with a compact legend and tooltip breakdown.
Looks at drawdown control and recovery factor. This is about protecting capital first.
Uses profit factor and expectancy to measure whether the strategy actually has edge.
Uses win rate and win/loss ratio, with support for trend-following styles that win less often but pay larger.
Rewards steadier return patterns over chaotic swings.
More active weeks and more consistent data produce more trustworthy scores.
Checks whether your wins and losses are roughly controlled rather than random in size.
Shows total Assets Under Management across your accounts with trend context. Click the widget to open Accounts.
Useful for prop firm traders or anyone operating under strict loss limits. It keeps drawdown status visible without needing to dig through account screens.
Display any markdown note directly on Home View. Checkboxes remain interactive, so you can treat it as a live workflow panel instead of a static note preview.
Keep trading rules visible before you place anything.
Use it for repeatable prep tasks you want in front of you every session.
Pin the current narrative, levels, or scenarios to the dashboard.
Keep process adjustments visible while you work.
Configure the source note in the widget settings.
Click Add Widget to open the widget picker. Search by widget name, description, category, or type, or browse the grouped catalogue. Existing widgets appear dimmed so you can see what is already part of the layout.
Drag a widget into a new position.
Drag widget corners or edges to give more space to the views that need it.
Use the remove control to keep the layout lean.
Your layout saves automatically, so Home View can evolve with your workflow.
Practical starting layout
Start with Year Heatmap, Weekly Summary, and Position Size Calculator. Add the rest only when they support actual decisions. A cluttered home screen defeats the point.
Built-in guide
Home includes its own contextual guide. To replay it later, open the command
palette and run Replay guide for current view while Home is active.
You can also make Home View open automatically when Obsidian launches:
Settings → General → Home View Settings → Home View Auto-Open, then set it to Always open + focus.
