Where your notes live in TradeTrack
Analytics planning notes, per-trade notes, per–backtest-trade notes, and backtest summary fields. The calendar-style trading journal is still in active development.
Alex Bielow
Last Update hace un mes
WHAT THIS ARTICLE COVERS
TradeTrack attaches notes to a specific place in the product: an analytics record, a single live trade, a single trade inside a backtest, or the backtest itself. That way, when you come back weeks later, you know exactly what context you were writing about.
ANALYTICS (PLANNING) NOTES
Open Analytics, choose a record, and open its details page. There is a dedicated notes area for your market prep: structured rich text and screenshots from your charts. If you have not written anything yet, the app starts you from a template you can reshape. After you pause typing, your changes are usually saved automatically, and the UI shows save status. You can expand the editor to fullscreen when you want more space.
NOTES ON A LIVE TRADE
Open a trade from your Trades list. On the trade details page you will find one large rich-text area for pre-trade analysis, chart captures, and follow-up after the result. New trades get a sensible starter template you can edit. Saving is automatic after edits, with a way to retry if a save fails. Fullscreen editing is available here too.
NOTES ON A BACKTEST TRADE
The flow matches a live trade, but the context is a backtest: open the backtest, open a specific backtest trade, and keep notes for that simulated trade only. Those notes stay separate from your live trade notes.
NOTES ON THE BACKTEST ITSELF
On a backtest’s page you will see fields for why you are running the test and what you want to learn, plus a conclusions area for what the test taught you. Both support the same rich editing experience, autosave, and fullscreen when you need it.
CALENDAR TRADING JOURNAL
The separate calendar-based daily trading journal is still in active development. When it is stabilized, we will publish a dedicated guide. For now, rely on the analytics, trade, and backtest note areas above.
IMAGES AND CONNECTIVITY
Images embedded in notes are uploaded when the note is saved. If saving fails (for example, you are offline), stay on the page and retry once your connection is back.
STAYING IN THE RIGHT CONTEXT
Whenever the app offers an account selector or other filters, use those controls on screen so lists and calendars line up with the data you are reviewing. Your notes remain tied to the object you opened: the analytics record, that trade, or that backtest—not to whatever list filter you used to find it.
TradeTrack attaches notes to a specific place in the product: an analytics record, a single live trade, a single trade inside a backtest, or the backtest itself. That way, when you come back weeks later, you know exactly what context you were writing about.
ANALYTICS (PLANNING) NOTES
Open Analytics, choose a record, and open its details page. There is a dedicated notes area for your market prep: structured rich text and screenshots from your charts. If you have not written anything yet, the app starts you from a template you can reshape. After you pause typing, your changes are usually saved automatically, and the UI shows save status. You can expand the editor to fullscreen when you want more space.
NOTES ON A LIVE TRADE
Open a trade from your Trades list. On the trade details page you will find one large rich-text area for pre-trade analysis, chart captures, and follow-up after the result. New trades get a sensible starter template you can edit. Saving is automatic after edits, with a way to retry if a save fails. Fullscreen editing is available here too.
NOTES ON A BACKTEST TRADE
The flow matches a live trade, but the context is a backtest: open the backtest, open a specific backtest trade, and keep notes for that simulated trade only. Those notes stay separate from your live trade notes.
NOTES ON THE BACKTEST ITSELF
On a backtest’s page you will see fields for why you are running the test and what you want to learn, plus a conclusions area for what the test taught you. Both support the same rich editing experience, autosave, and fullscreen when you need it.
CALENDAR TRADING JOURNAL
The separate calendar-based daily trading journal is still in active development. When it is stabilized, we will publish a dedicated guide. For now, rely on the analytics, trade, and backtest note areas above.
IMAGES AND CONNECTIVITY
Images embedded in notes are uploaded when the note is saved. If saving fails (for example, you are offline), stay on the page and retry once your connection is back.
STAYING IN THE RIGHT CONTEXT
Whenever the app offers an account selector or other filters, use those controls on screen so lists and calendars line up with the data you are reviewing. Your notes remain tied to the object you opened: the analytics record, that trade, or that backtest—not to whatever list filter you used to find it.