Trader's Notebook

Your trading knowledge, in one place

Folders, rich notes, and search inside your journal. Capture setup research, market themes, and psychology notes without leaving Everedge.

Trader's Notebook in Everedge: folder tree, rich note editor, and table of contents beside your journal

What is Trader's Notebook?

Trader's Notebook is your personal knowledge base inside Everedge. Create folders, write rich notes on anything trading-related, and keep research beside your trades and write-ups.

Write-ups cover specific sessions. Session notes capture the day. The notebook holds everything else that compounds over time.

Trader's Notebook

Build a library that compounds

Nest folders by setup, psychology, or market theme. Write in the same rich editor used across Everedge and link notes back to the rest of your journal.

Traders Notebook
Strategy Setups4
Market Themes
Breakout Research
Psychology2
Watchlists3

Market Themes

Folder tree

Organize notes into nested folders with color coding. Strategy Setups, Psychology, Watchlists, and whatever structure fits how you think.

Table of contents

Table of Contents

From the H2 headings in your plan

  • H2Overview
  • H2Tools & Platforms
  • H2Primary Objective
  • H2Trading Hours
  • H2Instruments
  • H2Methodology
  • H2Risk Management
  • H2Position Sizing Philosophy
  • H2Daily Routine
  • H2Edge Identification Checklist

Jump by heading

The table of contents builds itself from the headings in your note, so you can jump to any section in one click.

Shareable link and PDF

Share a view-only link with a mentor or partner, or export any note to PDF for backup and sharing outside Everedge.

Share

View-only link for mentors and partners

Generate PDF

Export the full note for backup or sharing outside Everedge.

Research scattered across apps does not compound. Notes beside your journal do.

The writing surface

Write notes like they matter

Setup studies, market themes, and psychology reflections in the same Notion-style editor used for plans, write-ups, and report cards. Tables, callouts, checklists, and slash links to anything in your journal.

The same premium editor behind your plans and write-ups, tuned for long-form research.

Trader's Notebook

Select to format, or hand it to AI

Tighten a setup write-up, fix grammar, or expand a section without leaving your note.

Trade Writeups

The gap and go works best when volume confirms the break above premarket highs.

Every note connects

Link playbooks, write-ups, and session notes. Your research stays tied to the trades it supports.

Session Note
Trading Plan
Playbook
Strategy
Chart Book
Report Card
Trade Writeup
Trade Review

📄 Breakout Research

8 linked docs

Embed any document

Slash-insert a live link to a playbook, chart book, or trade write-up right inside your note.

/Session Note/Trading Plan/Playbook/Strategy/Chart Book/Report Card/Trade Writeup/Trade Review

Connect AI to your notebook

Use MCP to draft and update notes from Claude or Cursor, without leaving your workflow.

EveredgeClaude

Notes you actually want to keep writing.

Start your notebook

Create folders, write your first setup study, and keep trading knowledge where you already journal and review.