How to Write a Personal Note on a Symbol
Personal Notes are a way to integrate thoughts and analysis on individual symbols or incorporate a trading journal. The My Notes stream organizes these notes historically. Each time a symbol is viewed on which a note has been written, the note appears in the Notes & News window.
1. Open the Notes window
Click Shift + N (hold the shift key down and press N on the keyboard) to open a blank notes window for the active symbol.
![](https://media.screensteps.com/image_assets/assets/000/596/779/original/55798473-d32f-4dac-a70b-84958fb5f937.png)
Alternative ways to open the Notes window:
- Click the New menu button and choose Note
- Click the Notes & News Menu and choose Write A Note
Overview of Notes window
The Notes window contains five specific features:
- The ticker symbol (with the $ sign). Creates a live link so that the note automatically appears anytime the symbol is selected. Also, click on the symbol in an existing Note to make that stock the active symbol.
- The text field. Space to record desired information can be written.
- The attached chart. The note automatically attaches the chart as it is being viewed for future reference.
- The Insert Symbol link. Click to insert a linked symbol into the text of the Note.
- The Attachments drop down. Click to add another chart, Watchlist, EasyScan or Layout to the Note.
- The My Notes feed. Click on the link to open the My Notes stream with a full list of all personal notes.
![](https://media.screensteps.com/image_assets/assets/000/596/782/original/46482427-e627-4246-b132-82d760bbcaad.png)
2. Type information desired in text field
![](https://media.screensteps.com/image_assets/assets/000/596/784/original/b44d9c06-4a7e-4bde-a3c7-94d127cf6ee1.png)
3. Add attachments to personal note
![](https://media.screensteps.com/image_assets/assets/000/596/788/original/97e5e163-51ad-4af1-95b9-cbc32b87d5f0.png)
4. Click Save to add the Note to the My Notes feed
![](https://media.screensteps.com/image_assets/assets/000/596/786/original/563bbf66-465c-4b8b-b88f-34a1f9b5a850.png)
5. The Note is now in the My Notes feed and a marker shows on the main chart on the date on which it was written
![](https://media.screensteps.com/image_assets/assets/000/604/901/original/f34bcd15-6dd4-47ae-8670-95a922503eb3.png)
Hover the cursor over the Note marker to see note details.