Notes

The Notes tab in Trading Vault allows you to write and store additional notes related to a particular trade. Use the rich text editor to format notes and add links or images. Keep your journal organized and clean for review with the summary.

Notes give you a flexible private space for anything that does not belong in the structured trade review. Use them for extra context, observations, screenshots, links, ideas, or follow-up thoughts you may want when reviewing the trade later.

The Notes tab provides a rich text editor that allows you to format your notes, add links, and insert images.

It's important to note that the information from the notes tab does not appear on the timeline, allowing you to keep your journal organized and clean for review with the summary. However, you can always go back and refer to your notes for a particular trade whenever you need to.

Record trade notes tab, add additional information to your trade, such as market conditions and analysis.

Summary

Learn how to use the redesigned Summary tab to review headline prices, trade performance, efficiency, excursion, snapshots, and your written trade summary.

Insights

Use Trade Insights to record trading ideas and identify patterns for better decision making. Aggregate all your insights on Trades Insights page.