Create Notes to Keep Organized
Notes are easily created throughout the Platform.
Anywhere you see a Smart (Action) Icon , you can create a Note to be added to the Journal Tab.
Simply click on the icon and select “Journal” for the Symbol and current price to be captured.
The Research Tab also has a Journal Icon located on the Symbol Summary Box on the left side of the screen.
Use as a Clipboard
Notes can be used as a Clipboard to help you with your Trading system. Use it for Ideas, Market Conditions, even for Trading Education Classes.
Simply create a Note as previously indicated, then remove the $stock symbol and pricing information.
Now you have a Clipboard to keep customized notes.
You can further customize your Notes with your own tags. Read more about creating your own #tags
Notes can be Edited at any time in the Journal Tab
Click on the ‘pencil icon’ to add or edit your notes, add#tags, outlook etc. For more info on adding tags: Click HERE
Then click “Save“.
If you no longer need this note, simply click on the pencil icon, then “Delete Entry“
The Journal give you the ability to view only Notes. On the left panel of the Journal Tab, select “Notes” from the Account Selector.
You are further able to refine your search by specifying text contained in the Notes. Select “Notes” in the middle panel of the Journal, then type in text that would appear in the Note entry. Click on “Filter”.
When finished, click “Clear“.