Notes

The Notes tool is a trading journal that can help you keep track of information you need to refer to while you trade. Think of it as moving your sticky notes into your computer. Whether you keep notes about the market, corporate events, trading opportunities, positions, ideas for later, or anything else, the information you want is at your fingertips in StreetSmart Edge®.

Manage and create notes from the Notes tool, found in the Launch Tools menu. You can also add and view notes throughout the software, anywhere you see the Notes icon . You may display up to 20 Notes tools across all open layouts.

Adding Notes

In tools such as Charts, Watch Lists, Screener Plus, and Account Details, you can find the option to Add Note in the Actions or right-click menu.

TIP: If you right-click on a specific symbol and select Add Note, for instance in the Watch List, it will pre-fill the symbol in the Symbol field of the Create New Note window.

1. Click Add Note and fill out the Symbol and Title fields as desired.
2. Adding a Symbol to your note is optional, and may not be needed for more general notes. However, using the symbol where applicable can help you organize your notes and view all notes for one symbol together.
3. Enter your note with up to 1,500 characters. You can adjust the font size for the entire note, as well as formatting all or portions of the text by selecting the text and clicking the formatting buttons (Bold, Italics, Underline, and Color).
4. Click Save when you are finished.

Viewing Notes in Notes tool

The Notes tool has two tabs: All Notes, which shows notes regardless of symbol, and [Symbol] Notes, which shows only notes for the symbol you enter in the symbol field.

• Timeframe: View All Notes or you can see fewer notes by limiting the time frame between the Last 3 months and This week.
• Delete: To delete a note, put a check next to it and click Delete or to delete a note you're already viewing, click Delete Note. To delete all notes displayed, check the box next to Title and select All (this checks all notes on display), and click Delete.
• Export: To export a note, put a check next to it and click Export. A window will open asking you to give the saved file a name. The file is saved in the Saved Data folder as an .html file. To export all notes displayed, check the box next to Title and select All (this checks all notes on display), and follow the Export instructions above.
• Edit a Note: Select the note and click Edit. Make changes to the note and click Save.
• Search for Notes: Enter a search term in the upper right corner Search field and press Enter or click the icon. Search results will display in the All Notes tab.

Usage Limits

The Notes tool can hold up to 2,500 notes. The Current Usage bar at the bottom of the Notes tool shows how much capacity you have remaining. If you hover your mouse over the Current Usage bar, a tip will display telling you the percentage of Notes space being used.

Notes in Charts

• When adding a note to a chart, the note is added at the point you right-click on the chart and select Add Note. But after the note is created, you can move it around the chart. Additionally, a small, yellow icon is added to the history control at the bottom of the chart on the date you create the note. This icon cannot be moved.
• When adding a note while in a chart, you can also Take a Snapshot of the chart to view later. To view the chart within the note, open the note and there will be a second tab to the note with the name of the chart and the date the snapshot was taken.
• To see all notes on a chart you are viewing, click the Note icon at the top of the chart next to the Tab Sync button.
• Read or edit an individual note on a chart by moving your mouse over the note, and then over the name of the note when it appears. Click the Read or Edit links to choose your action.

Notes Columns

Tools such as Watch Lists, Screener Plus, and most tabs in the Account Detail tool, allow you to display a Notes column, which will show the Notes icon if there are notes related to a symbol in the list. Go to the Columns and Settings for the tool to add the Notes column.