Quickstart

What you will complete in 10 minutes

You will open LucrJournal, sign in, and check your access. Then you will create one account, add one symbol, and save your first position.

You only need a real or practice instrument. You do not need to organize your entire trading system on day one.

1. Open the journal

Run the LucrJournal command Open journal in Obsidian.

The main interface does not show trading records the first time you open it. Without sign-in credentials, you will see:

• The title Sign in
• The message Sign in to verify your LucrJournal access.
• The button Continue with LucrTrade

2. Sign in and check access

Sign-in is one authorization round trip between your browser and Obsidian.

1. Select Continue with LucrTrade.
2. The plugin opens a new browser window. Follow the page to authorize LucrTrade.
3. Return to Obsidian. The interface shows Checking LucrJournal access.
4. When the check passes, you will see Signed in to LucrTrade. and then enter LucrJournal.

Signed in, but no access yet

A successful sign-in does not mean your account already includes LucrJournal. If access is missing, the plugin keeps your sign-in credentials and shows Upgrade to LucrJournal.

1. Select View plans and complete the upgrade in your browser.
2. Return to Obsidian.
3. Select I've upgraded — check again.

The plugin checks again with your existing credentials. Once the check passes, all LucrJournal views become available immediately. You do not need to authorize in the browser again.

When are you signed out?

• You select Log out under Account in the plugin settings.
• The server confirms that the sign-in was revoked, the account was disabled, or the credentials are invalid.

The plugin checks once after startup and then once every hour. It clears your local sign-in and shows Signed out of LucrTrade. only when the credentials are confirmed to be invalid. A network outage or temporary service error will not sign you out.

3. Create your first account

An account represents the trading source for its positions. After sign-in, if the current vault has no account, LucrJournal shows New Account instead of Overview.

1. Choose or enter a platform under Platform.
2. Enter an easy-to-recognize account name under Display Name. If you leave it empty, the platform name is used by default.
3. Select Create.

4. Add your first symbol

A symbol is a tradable instrument under an account. After creating the account, select the gear icon on the right side of the header. Open Symbols, then select Add Symbol.

1. Under Account, choose the account you just created.
2. Under Symbol, enter a code such as BTCUSDT, BTCUSDT.P, ES, or XAUUSD.
3. Select Add Symbol.

5. Save your first position

A position records one specific trade. After creating an account and a symbol:

1. Select New Position.
2. Under Create New Position, choose an Account.
3. Under Symbol, choose the symbol you just added.
4. Under Side, choose LONG or SHORT.
5. Select Save Position.

The new position is saved with the Open status and the open time in your current timezone. The plugin then opens the position details.

Select Positions to find the record in the list.

Completion checklist

• You can enter LucrJournal through Open journal.
• You have seen Signed in to LucrTrade. or completed the access recheck.
• You have created an account.
• You have created a symbol.
• You have saved your first position with Save Position.
• You can find it again under Positions.

The plugin saves this record as a Markdown file such as LucrJournal/positions/POS-00001.md. Later positions continue with five-digit sequential numbers.

Next step

Read Accounts and Symbols first and verify the symbol’s Type, Fee, and Contract Unit. Then continue to Record Your First Position and complete your first full record.