Research & records

Journal & firm tools

Alongside the strategy-research pipeline, VeriRun Lab includes a full trading journal — logging, imports, attachments, playbooks and goals — plus tools for prop-firm traders: a provenance-checked firm-rules browser and an evaluation tracker. This page tours all of it.

The journal

The Journal section of the sidebar has sub-tabs for logging, dashboards, a calendar, analytics, insights, playbooks, planning and more. Start with the log.

Logging a trade

Log a trade keeps quick entry quick and detail optional. The core fields: instrument, direction (long/short), date, hour of day, result in dollars, a setup tag, notes and tags. An Advanced section adds everything a serious review wants: account label, quantity, entry/exit/stop/target prices, commissions, planned risk, entry and exit times, playbook, a 1–5 trade rating, mistakes, and your own custom categories. Press Add trade and it's in.

Importing trades

1. Open Import & Data in the journal, and either drop a file or paste rows. Supported files: .csv, .tsv, .txt, .xlsx, .xls. Built-in readers cover common trading-platform fill grids and statistics or journal exports; Auto-detect (recommended) figures out the format, and a date-order option handles day-first vs month-first files.
2. Preview before committing. The import dry-runs first: “parsed 214 rows — 180 new, 34 duplicates (already in journal). Nothing imported yet.” Duplicates are detected and skipped, so re-importing an overlapping export is safe.
3. Anything else via the column mapper. For any other spreadsheet, Import from any spreadsheet (map columns) lets you map your columns to journal fields — only a net-P&L column is required.

Each file becomes its own import batch, and batches can be removed as a unit in Manage imports if something came in wrong. Very large files are capped (about 25 MB per import) — split exports if you hit it. You can also export your whole journal as JSON, back it up to your own cloud storage, or pull trades from a broker endpoint you configure.

Attachments: screenshots and voice memos

• Open any trade to attach chart screenshots (PNG, JPEG, WebP, GIF) — drop them straight onto the trade — or record a voice memo for spoken review notes.
• Limits: 10 MB per file, and a total attachment allowance per account (the app tells you when you're near it; deleting attachments frees space).

Playbooks

A playbook is a named, reusable trade plan: a name (“ORB retest”), a description, and rules — one per line. Tag trades with a playbook when you log them (or later), and the Your playbooks panel scores each one: trades, win rate, expectancy, net P&L, with a comparison chart. This is how you learn which of your setups deserves size and which deserves retirement. Deleting a playbook never deletes its trades — they just become unattached.

Planning & goals

• Goals — pick a metric, a period (today / week / month / all-time) and a target; progress bars track you against it.
• Daily plan checklist — per-day items with an adherence score, and an adherence vs results view comparing your high-adherence days against low-adherence days. For most traders this chart is uncomfortably persuasive.
• Discipline challenges — self-imposed rules (“no trades after 11:30”) tracked as pass/violation.

Firm rules

The Firm Rules section is a browser of prop-firm rule sets built around one problem: rules change, and third-party summaries disagree. So every rule card shows its provenance — a verbatim quote, a link to the firm's own documentation, a retrieval date, and a verified / unverified badge. Where sources genuinely contradict each other, the conflict is surfaced, not silently resolved: you choose a reading — Strict (the safer default) or Lenient — and everything downstream is stamped with your choice.

The eval tracker

1. Track an account. Pick the firm, the rule-set version (it is pinned, so later rule changes never silently alter your tracking), an account label — matching the account tag you use on journal trades — the account size and the start date. Press Start tracking.
2. Resolve any rule conflicts the firm has (see above). Tracking won't start until every conflict has a chosen reading.
3. Follow the lifecycle. The tracker moves through Evaluation active → Passed — awaiting funded account → Funded account → Payout eligible, with Breached and Closed as the exits. Events like Target met, Record breach and Payout processed are logged along the way.

The Calculator — prop-firm profitability from real trades

The Calculator models whether a strategy clears a prop firm's evaluation → funded → payout gauntlet. Beyond feeding it a modeled edge (win rate and reward:risk), you can replay an actual trade sequence through a firm's rules and see the money banked — payouts minus fees — not just a probability.

A Trade source toggle picks where those trades come from:

• Backtest run — choose one of your completed backtest runs; its recorded trades are replayed through the firm lifecycle. This is the same trade data the run's own profitability view uses, so a research result flows straight into a prop-firm what-if without re-keying anything.
• Manual session — replay the trades you logged in a saved manual backtesting session.

Either way, every firm rule number comes from the provenance-checked firm-rules browser under the reading (Strict or Lenient) you chose, and the output is labelled an estimate — never a promise of passing or payout.

Beyond the journal

The sidebar's other planning and learning sections — Road to Profitability, Earnings & Time, Budget Planner, Plan Lab, Risk Tools, the Futures Guide, Glossary and more — are self-explanatory interactive tools that share the journal's data where relevant. Explore them from the sidebar; each explains itself on screen.