Note templates
If you write the same kind of entry over and over — a daily review, a weekly review, a pre-trade plan — a template saves you from rebuilding the structure each time. Set it up once, then drop it into a fresh note whenever you need it.
What templates are good for
- Daily review — a consistent set of prompts you answer at the end of each session.
- Weekly review — a wider recap of the week's wins, mistakes, and goals.
- Trade plan — your checklist and thesis before entering a position.
Anything you repeat is a candidate for a template.
Where templates live
All of your templates sit in the built-in Templates folder in the Notebook. You can open, edit, or delete them there just like any other note.
Insert a template into a note
- Create a New note (or open an existing one) — see Create and organize notes.
- Choose the template you want to start from.
- The template's content drops into your note, ready for you to fill in.
📷 choosing a template when starting a new note
Manage your templates
- Create a template by writing the layout you want and saving it as a template (it appears in the Templates folder).
- Edit a template by opening it from the Templates folder and changing the text — your changes apply the next time you insert it.
- Delete a template you no longer use the same way you'd delete any note; it moves to the Trash where you can restore it if needed.
💡 Tip: Keep templates short and prompt-driven. A handful of good questions ("What was my plan? Did I follow it? One thing to improve?") beats a long form you'll skip.
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