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Trade notes

Notes tied to a single trade, with the trade's numbers on top, so your review sits next to the result.

Updated 1 min read

Where: Journal → Notebook → Trade Notes

  1. In the Notebook sidebar, hover Trade Notes and click + (New trade note).
  2. Click ⋯ (More note actions) at the top of the note.
  3. Choose Link to a trade.
  4. Type a symbol in Search by symbol… and click the trade.
  5. The trade card appears on top of the note. Write your review below it.
The Link to a trade dialog with the symbol search
Search by symbol and link the note to a trade.
  1. Open the trade note.
  2. Click ⋯ and choose Unlink from trade.
  3. The note stays in Trade Notes with a broken-link mark, ready to link again.

What's on the screen

A trade note open with the trade card and review text
A trade note with its trade card.
  1. Trade Notes: all notes tied to a trade.
  2. New trade note: start a new trade note.
  3. Trade card: net P&L, size, entry, exit and R (result measured in units of the risk you took). View trade opens the trade.
  4. Note menu: link to another trade or unlink.

FAQ

Is this the same note I see on the trade page?

Yes. A trade has one note. Editing it here or from the trade's page changes the same note. See the trade note.

Why doesn't a trade appear in the link list?

Each trade can have only one note. Trades that already have one are left out. Try searching by its symbol.

TradesWrite a trade noteJournalOrganise your notes