Getting started

Prepare your records

TradeNote organizes closed perpetual-contract trades, checks fees and keeps review notes. It does not place orders or provide trading signals.

You can start with sample records in the app. Samples are saved locally and can be removed in Settings.

Import your first file

1. Choose Import trade records and prepare a TradeNote standard CSV of closed trades.
2. Select the file and check the preview. Fix any errors before selecting it again.
3. Confirm the import, then check P&L, fees and funding in trade details.

Raw exchange fill exports are not supported yet. Check the source accounting basis before converting a file.

Write a review

Record your entry reason, plan and actual execution. Add discipline tags and screenshots. Save a draft and return later. Each week, reflect on what to keep, stop and improve.

Keep a backup

Records are stored on your device first. Export a JSON backup and verify restoration on another test device before uninstalling or replacing your device. Production accounts, automatic cloud sync and subscriptions are not connected yet.

Home and list layouts

Home groups the weekly net result, shortcuts, review progress and feature cards. The main figure is complete closed-trade P&L, not account assets. Shortcuts open trades, pending reviews, weekly review and help.

Switch between summary cards and detail rows on the Trades tab. The local ledger remembers your choice. Summary cards open details, review editing and screenshots. Both layouts use the same records and cash-flow basis. Unknown funding shows an em dash for complete net P&L, with the partial result labeled separately.

Appearance and settings

Settings opens a detail page for each feature. General → Theme mode offers Follow system, Day mode and Night mode in a bottom sheet. Changes apply immediately, persist across restarts and are shared by test and production. App language has its own settings page.

Use Settings → Backup and restore for backups, or Settings → Data management to remove records. Confirmations open from the bottom; clearing all records still requires DELETE. Import batch history is not available yet.

Home shortcuts

The four home shortcuts are Trade records, To review, Weekly reflection and Problem analysis. Problem analysis opens repeated issues and related trade evidence. Help remains under Customer & support.

Bottom navigation

The bottom bar contains Overview, Markets, Trades, and Review. iOS 26 and later use the system Liquid Glass tab bar. Android and earlier iOS versions use an adapted glass style. Changing theme or language keeps the selected page. Larger text can increase the bar height; it is hidden while the keyboard is open.

Sources and recognized fields

Custom source names and icons are saved locally for the current environment and remain available offline. Recent selections show up to three unique sources, newest first.

Recognized direction, valid opening/closing times and amounts with clear accounting meaning prefill the review draft. Both opening and closing fees must be known before they are summed as negative cashflow. Net P&L is reversed to gross only when all relevant fees are known. Uncertain values stay unknown; review is required before import.

Tap either timestamp to select local date and time using the bottom wheel picker. Confirm applies the value; cancel preserves it. Original recognition evidence is retained.

Record entry and draft deletion

Add trade records is organized into Import, Records, Examples and Notes. Create a plan from Import; find the review inbox and import history in Records, and screenshot examples in Examples. The duplicate quick-capture page is removed; saved plans and notes remain.

Delete pending image or file drafts from the inbox after bottom-sheet confirmation. Cancel changes nothing. Imported trades and reviews are kept. Completing the screenshot review flow returns to the review inbox.

Fee labels and review actions

Closed P&L can refer to realized trading P&L; explicitly net or fee-inclusive values must not have fees deducted twice. Opening and closing commissions are summed only when both are known. Funding payments remain separate from trading commissions; unknown values stay unknown.

AI candidates start selected, with select-all and individual controls; adoption still needs confirmation. Tap an inbox row to edit directly. The trailing red delete icon requires confirmation. A single save action returns after success and data is rechecked. Spot symbols use BTC/USDT; futures use BTCUSDT, without spaces around the slash.