Trading Journal Assistant to Help You Stay Disciplined & Data-Driven

– Trading journal support starting at just $18/hr
Trading Journal Assistant
50
%
Time Reduction
80
%
Cost Saving
3
mins
Average Answer Time
100
%
Guaranteed Quality Service
Trading Journal Assistant

Our Customer-Centric
Philosophy

Integrity

Integrity

We ensure honest and accurate logging of your trades, strategies, and outcomes—maintaining transparency to help you reflect, learn, and grow consistently.

Flexibility

Flexibility

Our assistants adapt to your preferred trading platforms, formats, and journaling styles—be it manual notes, spreadsheets, or third-party tools.

Accountability

Accountability

We help track every trade with entry/exit details, reasoning, and results—keeping your performance data organized and your progress measurable.

Proficiency

Proficiency

With knowledge of markets and trading workflows, our VAs ensure detailed, structured, and insightful trade journaling that supports better decision-making.

Success Stories

Hear What Others Say About Tasks Expert's Trading Journal Assistant

Know how our trading journal assistant have helped various businesses succeed by increasing productivity and also cutting expenses.

HOW WE DO

Our Services

The Best Trading Journal Assistant for Your Business

Daily Trade Logging

Daily Trade
Logging

Record entries, exits, asset, direction, and outcome with timestamp.
Performance Analysis

Performance
Analysis

Track win rate, net PnL, average R:R, and streaks.
Screenshot Embedding

Screenshot
Embedding

Include chart images or cloud links per trade entry.
Whitepaper Writing (Full)

Trade Notes &
Emotional Tags

Capture mental state, rationale, or errors for each trade.
Weekly Summary Reports

Weekly Summary
Reports

Overview of trades taken, outcomes, and pattern trends.
Strategy Tagging

Strategy
Tagging

Categorize trades by setup type (breakout, reversal, scalps, etc.)
Mistake_Success Tracking

Mistake/Success
Tracking

Flag recurring mistakes or consistently profitable strategies.
Custom Journal Format

Custom Journal
Format

Work with Excel, Google Sheets, Notion, or your tool of choice.
Backlog Cleanup

Backlog
Cleanup

Enter past trade data from statements or screenshots.
Broker Statement Entry

Broker
Statement Entry

Parse trades from broker or exchange CSVs into your journal.
Sanctions & Watchlist Screening

Daily/Weekly
Checklists

Add discipline with task tracking (pre-market prep, journaling, etc.)
Multi-Asset Support

Multi-Asset
Support

Track trades across multiple asset classes or accounts.
AS SEEN ON
How it Works?

Just 4 Steps to Hire Trading Journal Assistant

With our support, hiring Trading Journal Assistant is easy and seamless.

Sign-up Form

Schedule a Meeting

Connect with our Customer Success Manager to discuss your needs and define the tasks you want assistance with.

Choose VA

Choose Your Virtual Assistant

Select the VA that best fits your requirements from our pool of experienced professionals.

Work with VA

Get Started Quickly

Begin working with your Virtual Assistant within 24 hours to 1 week, depending on your preferences and onboarding process.

client_portal

Access My Tasks Expert App

Gain full access to our secure Client Portal for seamless task management and communication.

Ready to Take the Next Step?

Schedule a meeting with our experts to discuss your plans and find the perfect solution for your needs.

How it Works?

You Trade - We Track & Organize the Rest

Send your daily trades, screenshots, or broker statements. Your assistant updates the journal, categorizes setups, tracks PnL, and provides periodic performance reports. Customize by market, timeframe, or strategy.

Daily Trade Entry Updates

Log entry time, price, asset, position size, exit, reason, and outcome.

Trade Screenshot Integration

Attach charts and screenshots for each trade via links or cloud folders.

Weekly & Monthly Reports

Performance summaries, winning strategy identification, and setup tagging.

Journal Customization

Use any format — Excel, Google Sheets, Notion, or trading journal software.

Whitepaper & Pitch Deck Writing

Reviewed on

5/5
clutch-logo
5.0 Rating
2017

We are Founded

500
+

Clients Trust Us

1,500
Projects

Completed

COMMON QUESTIONS

Frequently Asked Questions

We support crypto, forex, stocks, options, futures, and NFT flippers.

Yes. We can work with your preferred format or build one for you.

Via screenshots, trade logs, spreadsheets, or statements — whichever you prefer.

Yes. You can send chart images and we’ll link or embed them per entry.

Yes. We provide win/loss rates, average R:R, drawdown analysis, and strategy tagging.

It’s updated daily or weekly based on your trading frequency and needs.

Google Sheets, Notion, Excel, Airtable, or third-party trading journals.

Yes. Your trade data is fully confidential, and NDAs are available on request.

Yes. We support prop traders, trading groups, and funds as well.

Yes. We can deliver PDF or spreadsheet reports for reviews and retrospectives.