Stocks and Shares · Equity process and review · lesson 1 of 9 · 6 min read · David Alexander
What an equity journal must record
equity journal schema
The fixed fields per trade, decided before the first entry: name, sector, setup, wrapper, the earnings tag, and which layer the thesis targeted. Equity review runs on splits - by setup, by sector, by event exposure, by factor - and every split needs its column captured at entry, because six months later the missing field is archaeology.
This lesson is part of the advanced modules.
Modules 6 to 8 are included with a paid account. The definitional summary above is the whole of this page until then.