This guide is published by CSignals Ltd, the maker of tradeloggr, which is one of the journals you could choose. The criteria below apply to any journal; weigh them against the records you need to keep.
Start with the records you need, then check the same criteria for every journal. This guide does not rank, score or recommend products.
Write down your requirements before comparing products. Apply the same questions to each journal and leave a field unresolved when its documentation does not answer it.
Decide whether you want to enter records manually, upload CSV files or connect through an API. Check the exact exchange, account type and import format, how much history is available, and how duplicates or corrections are handled. Live market prices do not mean that your trades are imported.
Check the contract types you need rather than relying on a broad crypto label. Ask whether the journal records contract size, settlement currency, direction, leverage and partial closes. A reference to futures may cover dated contracts without confirming perpetual-futures support.
Check whether execution fees and periodic funding payments can be recorded separately, which currencies they use and whether imports include them. Distinguish historical funding paid or received from a market funding-rate display. Compare a saved record with your own statement to see which fields need manual reconciliation.
Review documented workflows and sources for fees and funding
List the notes, screenshots, tags and review questions you want to keep with each record. Check whether you can filter saved entries by those fields and retain context when editing a position. Review tools should help you examine your recorded history without being treated as instructions for future trades.
Check whether you can download your own records in a usable format. Ask which fields are included, whether notes, tags and attachments are retained, and whether export is available on the plan you are considering. An import option does not establish that the same data can be exported.
Compare the plan you would actually use: currency, billing period, tax treatment and any limits on records, accounts, imports, storage or review tools. Separate an ongoing free plan from a time-limited trial. Check current pricing and cancellation terms with the provider before subscribing.
Read each provider’s privacy and security information. Check what data is collected, who can access shared records, how account deletion works and what any connected account permits. If API access is involved, ask which permissions are required. Do not assume every journal needs the same access.
The companion comparison records the same published fields for each product: workflow, documented strengths, limits and sources. Products appear alphabetically. Its first-party links and retrieval dates let you check the underlying documentation. It is a review of published information, not a hands-on test; a missing detail is not proof that a capability is absent.
The comparison does not verify every criterion in this guide. For fees, funding, export or privacy details that are not documented there, ask the provider and keep its answer with your checklist. No product receives a score or an endorsement.
Write down the records you need to keep, the markets and account types involved, your entry or import workflow, and the fields you need to export. Apply that checklist to every product using its current documentation.
That depends on how you want to maintain records. Manual entry, file uploads and connected imports involve different steps and access requirements. Check supported formats, history, corrections and permissions before choosing a workflow.
A general crypto label does not confirm every contract type. Ask about the specific perpetual contracts, settlement currencies, leverage fields, partial closes and funding records you need.
No. A market funding-rate display gives market context. Funding payments are amounts paid or received on your own positions. Check whether the journal records those amounts and how they are reconciled with your statements.
Check whether it is an ongoing plan or a trial, then look for limits on saved records, imports, accounts, storage, exports and review tools. Use the provider’s current pricing page rather than assuming that a feature is included.
Check the export format and included fields before relying on portability. Ask about notes, tags, screenshots and attachments as well as trade rows. The receiving journal must also support the file and fields you want to transfer.
No. It sets out record-keeping criteria without ranking or scoring products. CSignals Ltd, the maker of tradeloggr, publishes this guide. The linked comparison uses dated first-party information and identifies documentation limits.