Notebook is a tool that allows you to capture your thoughts and trading ideas. Use the quick launch icon in the top left to access the Notebook. Once in the Notebook tool, a new note can be created by clicking on the New Note button which will launch the Mini Notebook. When the Mini Notebook is open, a symbol or keyword can be assigned to the note and the note can be added below. Clicking the save button will save your note and clicking the Cancel button will exit the Mini Notebook without saving your work. The Notebook can also be accessed through the Notebook column in the Positions tool. A blue Notebook icon will appear if there is an existing note for that symbol and a hollow notebook icon will appear to allow a new note to be added. When the hollow notebook icon is clicked, the Notebook will launch and display the Mini Notebook for you to begin writing your note.
Notes can be easily edited by clicking Edit below the note. Clicking the Save button will save your changes, clicking Cancel will discard any changes in the note. Notes can also be deleted by clicking Delete below the note. Clicking the Delete button will remove the note, clicking Cancel or the X will not delete the note.
When a note is saved with a company symbol, a Buy and Sell button will be available. By clicking on one of the two trade buttons, the symbol will seed into a trade ticket. Upcoming events like earnings and dividends will also appear across the top of the Notebook when a note is saved with a company symbol. Relevant dates will be displayed with two icons, 'D' indicates dividends and 'E' indicates earnings. Clicking on the company symbol and event will open a new tab to the Research page for that event.
When a company symbol is entered and saved in the symbol/keyword field when creating a note, a quote will display with the company name, symbol, quote and change in dollars and percentage. Clicking on the company name and symbol will open a new tab that will display the Snapshot page for the company.
You can also filter your notes in the Notebook. You can choose to view all notes or view notes by symbol or keyword by using the drop down menu in the upper left. The drop down will display an option for All Notes and all symbols and keywords saved to each note. Selecting All Notes will display all notes from most recent to oldest note saved. Selecting a specific symbol or keyword will only display notes for that symbol or keyword.
