memo-padManaging Your Entries

Entries let you document your insights and observations about an investment, whether you're evaluating it as a potential opportunity or reviewing your decision-making after the trade.

Adding an Entry

There are two easy ways to add an Entry to your Journal:

From the Journal module:

  1. Log in to your account and navigate to the Journal module.

  2. From within the Journal module, navigate to the Entries section.

  3. Click the "Add" button.

  4. Select the asset type (Stock, Commodity, Forex, or Crypto).

  5. Enter the ticker symbol.

  6. Enter the Entry, click "Add," and you’re all set!

From the Analysis module:

  1. While viewing a ticker in the Analysis module, click the Journal icon.

  2. Enter the Entry, click "Add," and you’re all set!

Viewing Entries

There are two easy ways to view Entries in your Journal:

From the Journal module:

  1. Log in to your account and navigate to the Journal module.

  2. From within the Journal module, navigate to the Entries section.

  3. Any entries you have entered for any ticker will be displayed here.

From the Analysis module:

  1. While viewing a ticker in the Analysis module, click the Journal icon.

  2. Any entries you have entered for this ticker will be displayed here.

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