Link notes to trades, days and accounts
Attach a note to the trade, the trading day or the account it's about, and find it there later.
A note in Personal → Notes can be linked to the things it's about: a trade, a trading day, or an account. One note can have several links. A recap of the week can be linked to five days, and a mentor's feedback to the trade and the account it was about.
Links are free on every plan.
Link a note
Open the note and press Link to… under the breadcrumb. Pick a tab:
- Trade: your 30 latest trades. To find an older one, set Trades on to the day it closed. Latest goes back to the list.
- Day: pick the date, then Choose this day. A day is a New York trading day, the same as on the Day page.
- Account: any of your accounts.
The links show as chips at the top of the note, next to its folder. A chip takes you to the trade, day or account. Its × removes the link, and the note itself stays. A note can have up to 100 links.
Where linked notes show
- On the trade page, in a Notes card under the journal.
- On the Day page, after Post-market.
- On the account card on the Accounts page, which shows the two most recently edited notes and a link to all of them.
Each note shows its title and first line. Click it to open the note.
+ Note in any of these places starts a new note that's already linked there.
Find notes by what they're linked to
On the Notes page, press Linked to… and pick a trade, a day or an account to see only the notes linked there. Clear goes back to all notes. Search still works the same way and looks through every note.
Trash and deleting
- A note in Trash keeps its links, but it doesn't show on any trade, day or account until you restore it.
- Delete a note for good and its links are gone too. The same goes for a trade or an account you delete: its links go, and the notes stay.
- Only you see your links. They never appear on your trader page, on inkX or in anything you share.