Retention

A trade journal that lives where the account lives.

Calendar heatmap, equity curve, playbooks, tags, replay, session notes, and stats by setup — synced from Platform5, TradeHub, or a connected terminal.

Journal heatmap and playbooks
Inside the portal

Hover a surface. Click to pin. Optional, default-on, or hidden per program.

Off-platform journals are how you lose the relationship you paid to acquire.

Click a day.

Illustrative heatmap. Green, mixed, red. Notes never leave the tenant. Min trading days only count a closed trade. Same fills the risk engine scored — replay is not a consumer CSV emailed to Discord.

Optional, default-on, or hidden per program. Instant funded can hide the journal if that is the SKU. Off-platform journals are how you lose the relationship you paid to acquire.

Pick a cell. Same fills the risk engine scored.

Coach view. Permissioned. Support can replay a fill without exporting a consumer CSV.

Playbooks. Named setups with win-rate and R-multiple. Kill the leaking setup.

Platform5 → · TradeHub →

Keep traders inside your brand after they pass.

Off-platform journals are how you lose the relationship.