User Guide


Display Notes

The Display Notes option will open a new Notes column on the grid in which brief notes (up to 200 alphanumeric characters) may be entered for any trade record. This may be helpful to the user who wants to:
  • Keep track of trades that could generate a future wash sale
  • Identify specific trade records that have been manually adjusted (for stocks splits, for example)
  • Identify the personal trading strategy / system applied to specific trades and track performance
Users can assign the same notes to multiple records. (See: Assigning Notes)
To activate the Display Notes option, go to Options, Global Options or the View menu, then check the Display Notes option, click OK to apply the change. The new Notes column will open on the grid display.