Notes Widget

As you work through your trading session, you may want to save a particular idea, prediction, or thought for any given asset class whether it is stocks, exchange-traded funds (ETFs), currencies, cryptocurrencies, indices, or futures. With the Notes widget, you can easily add your observations by providing Name, Text, and Market Sentiment.
In this documentation, we will explore the steps to:

  • Add Notes Widget
  • Create Notes
  • Edit Notes
  • Filter Notes
  • Delete Notes

Let’s get started 🚀

Add Notes Widget

Step 1: Click on the Sidebar button from the top right corner of the interface.

Click on the Sidebar button

Step 2: Select Add or Remove Widgets from the dropdown list.

Select Add or Remove Widgets

Step 3: Click on the Add New Widget button at the bottom of the side panel.

Click on the Add New Widget button

Step 4: Select Notes from the list

Select Notes from the list

Step 5: Click on Done and the widget will be added to the sidebar**.**

Click on Done

Create Notes

Step 1: Click on the + button.

Click on the + button

Step 2: A modal window for creating the notes will appear.

modal window for creating the notes

Step 3: Provide the following requested details**:**

1. Note Name
2. Note Description
3. Market Sentiment: Bearish/Neutral/Bullish



Provide the requested details

Step 4: Click on the Create Note button.

Click on the Create Note button

The note will be added to the list for you to view anytime.

The note will be added to the list

Bonus: You can directly identify the market sentiment defined for a note in a single glance as explained in the illustration below:

identify the market sentiment

Edit Notes

You can edit any existing notes to change the Name, Description, or Market sentiment by following the steps outlined below.

Step 1: Select any of the notes from the list you want to edit.

Select the notes from the list you want to edit

The selected note will unfold at the bottom of the sidebar.

The selected note will unfold

Step 2: Click on the edit icon.

Click on the edit icon

Step 3: A modal window will appear that will allow you to change the Note Name, Note Description, and Market sentiment.

Edit the Note

Step 4: After making the relevant changes, click on the Save button and your note will be updated.

Save the Note after edits

Filter Notes

The Notes widget allows you to filter the notes in the list for the existing symbol or for all the symbols.

For Existing Symbol

You can select this symbol option from the dropdown to load all the notes created for the symbol you have currently selected to view on the chart.

Select this symbol option from the dropdown

For All Symbols

You can select the all symbols option from the dropdown to load all the notes for all the symbols. With this action, you will be able to view not only the title of the notes, but the symbol as well.

select the all symbols option

Delete Notes

The Notes widget allows you to anytime remove unwanted or outdated notes from the list.

Step 1: Select any of the notes from the list you want to delete.

Select the note to delete

The selected note will unfold at the bottom of the sidebar.

Selected Note Unfolds

Step 2: Click on the Delete icon.

Delete the Note

Step 3: A confirmation modal window will appear on the interface. Click on Yes or hit Enter and the note will be permanently removed from the list.

Delete Confirmation Window

***Bonus:* You can click on the Refreshbutton to reload the notes 💡

Reload Notes

Jun 22, 2022

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