Hey everyone, I’m currently working on structuring a trade blotter and trade documentation workflow for an RIA and wanted to get a sense of how others are handling this end to end. Specifically trying to understand: - What your full process looks like from trade decision to execution to documentation to reconciliation - Whether you’re using manual logs like Google Sheets or Excel or relying fully on custodial or reporting systems - How you’re capturing the reason for trade and linking it back to strategy or IPS - How you handle daily or next day reconciliation with confirms - Any checks or controls you’ve built to reduce errors I’m currently exploring a structured but simple approach, starting manual and then layering automation later, and trying to avoid overengineering early on. Would really appreciate any insights, workflows, or even rough templates or screenshots if you’re open to sharing.