The MyTradeLens blog
Trading journal guides & options analytics
Practical guides on building an options trading journal, syncing Schwab and IBKR trades, tracking P&L correctly, and trading with discipline — from the team behind MyTradeLens.
Explore our supported brokers →Journal tags in MyTradeLens: find and revisit related trading days
Add consistent tags to your journal notes, find matching entries in the Notebook, and use Dashboard filters to revisit the trading days behind them.
Read the guideChoosing a TradeZella alternative: an import and review checklist
Use the same broker-history sample to compare trading journals. Check missing fills, fees, review workflow, pricing, and data export before switching.
Read the guideIBKR trading journal: Activity Flex Query setup and troubleshooting
Configure an XML Activity Flex Query, connect its token and Query ID to MyTradeLens, and check imported fills, dates, and fees.
Read the guideMoomoo trading journal: CSV import format and first-trade checks
Import a Moomoo filled-history CSV into MyTradeLens, check required columns, and understand merge behavior, limits, and troubleshooting.
Read the guidePosition sizing for options traders: protect the account first
A practical guide to sizing options trades — risk-per-trade, defined vs. undefined risk, and the sizing mistakes that blow up accounts — plus how to enforce it with goals and alerts.
Read the guideThe weekly trading review: a 20-minute routine that compounds
A simple, repeatable weekly review for traders — what to look at, which metrics matter, and how to turn last week’s trades into next week’s edge in about 20 minutes.
Read the guideOptions trading journal: a usable template and worked example
Download a plain-text options journal template and work through a synthetic round trip with quantity, contract multiplier, fees, and review notes.
Read the guideSchwab trading journal: connect, sync, and check your first import
Set up Schwab imports in MyTradeLens, understand Quick refresh versus Sync All, and troubleshoot missing history or a reconnect warning.
Read the guideHow to track options P&L correctly: round-trips, fees, and win rate
Why most options P&L tracking is wrong, and how to do it right — grouping fills into round-trips, applying per-contract fees, and reading win rate alongside expectancy.
Read the guideStop revenge trading: using goals and alerts to stay disciplined
Revenge trading wrecks more accounts than bad analysis. Here is how to use written goals, position-size rules, and breach alerts to break the cycle.
Read the guidePut it into practice
Connect your broker and MyTradeLens builds the journal, reconstructs your round-trips, and scores your P&L automatically — no spreadsheets.
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