Managing Your Notes

Notes 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 a Note

There are two easy ways to add Notes 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 Notes section.

3. Click the "Add" button.

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

5. Enter the ticker symbol.

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

From the Analysis module:

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

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

Viewing Notes

There are two easy ways to view Notes 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 Notes section.

3. Any notes 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 notes you have entered for this ticker will be displayed here.