The process, run for you
Everedge tells you what is due today, tracks what you fell behind on, and lays every session on one calendar. The discipline is built into the software.
What is the Trader's Workflow?
The Trader's Workflow is your productivity dashboard inside Everedge. It tracks what is due today, what slipped, and how consistently you run the review loop.
Process consistency, daily tasks, and a session calendar keep the methodology on rails whether the day was green or red.
Trader's Workflow
Discipline built into the dashboard
See the work, not just the P&L. Today’s checklist, catch-up queue, and every session note sitting on the day it happened.
Trades this month
53
Write-ups
2/3 this week
- Mon · Jul 14Report card · 9/9 reviewed
- Tue · Jul 15Write-ups · 2/2 filed
- Wed · Jul 16Catch-up · 1 report card
- Thu · Jul 17Report card · 7/8 reviewed
- Fri · Jul 18Session note · pre-market plan
Last 30 days · days you traded
Process consistency
Review rate, trades logged, write-ups, report cards filed. See whether you ran the loop, not just whether you made money.
Today's Tasks
3/7
- Read the Daily AI Brief
- Review yesterday's report card
- Create session notes
- Upload your trades
- Review Today's Trades
- Trade write-ups
- Today's report card
Today's tasks
Your daily checklist, from the morning brief to the report card, with anything overdue queued as catch-up.
Your work on the calendar
Every session note, report card, and write-up sitting on the day it happened.
Custom Tasks
1/4
Review playbook criteria
Weekly · Mon
Export report card PDF
Weekly · Fri
Update plan sample size
Monthly
Pre-market journal scan
Daily
Custom tasks
Add your own tasks alongside the system checklist. Set them as recurring, schedule them daily or weekly, and track them in the same Due Today view.
No review or report-card backlog from previous sessions. Focus on today's workflow.
All caught up
Great job!
You've reviewed all your trades.
All caught up
All caught up
You're all caught up
All caught up
You're all caught up
All caught up
You're all caught up
Scheduled catch-up
Missed trade reviews and report cards queue here until you clear them. Daily, weekly, and monthly cards stay visible until the backlog is gone.
Daily AI Brief
Once-per-day coaching based on your plan and recent performance.
Morning Brief
July 14th Morning Brief
Foundation Brief
Your overnight coaching brief is ready. Open it for today's focus and one move.
Daily AI Brief
Once-per-day coaching based on your plan and recent performance. Open the morning brief for today's focus and one move.
A productivity dashboard. Tailored for traders.
Run the daily loop
Start with a dashboard that tells you what is due and keeps the process consistent session after session.