Notes

Notes are a great way to track your thoughts, reasoning, and external information that relates to the positions you take in your portfolio. Swingtrackr provides a robust note-taking function of the application that allows you to journal all the information related to your trades.

Creating a Note

Adding Label to Position

Click the New Note button to start creating a note. You can title your note as well as add any labels that are related to the note content. Once this information is provided, you can start writing your note in the area below the note header.

Searching and Filtering

You can use the search bar on the side of the notes tab to search either the name of a note, or for a label applied to several notes. Additionally, you can use the filter icon o switch the default filter to either the most recently created notes, or the most recently modified notes.