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General purpose apps for market studies, notes, knowledge management
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General purpose apps for market studies, notes, knowledge management

  #1 (permalink)
Market Wizard
North Carolina
Trading Experience: Beginner
Platform: NinjaTrader, Tradestation
Favorite Futures: es
Posts: 658 since Nov 2011
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General purpose apps for market studies, notes, knowledge management

I have used Treepad, Gmail, OneNote, Excel, and many other sorts of mixed solutions over years for tracking my market notes, studies, and projects. For my purposes, I am trying to record market studies, market notes, etc. My issue has been that tools like OneNote have visual appeal and power but end up feeling rather slow and cumbersome. My other go-to Treepad has worked well for notes but starting to feel a bit dated.

I have been seeking a project management and knowledge management combined solution. The best solution I have came across so far for much of my needs is (no affiliation).

With this app, I can drag/drop in content, use rich editing, add to-do list, kanban boards, tables, embed web content, etc. all in a very fast and rich structure. It is still early but looks very promising for the purposes of tracking market studies, notes on webinars, etc. There is another in similar app partially open to public that looks promising,

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  #3 (permalink)
Kyoto, Japan
Trading Experience: Intermediate
Platform: TW TOS LiveVol
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suko's Avatar
Posts: 1,207 since Oct 2013
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That looks very powerful.

After many years and many apps I have standardized on the Day One journaling app. (Mac)

All my notes and clips are collected into the one app. For some reason it has helped make journaling sticky for me.

"No one is coming to help you. There is no back up. There are no reinforcements. You are alone. It's on you. SO GET IT DONE." -- Jocko Willink
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  #4 (permalink)
Market Wizard
Trading Experience: Intermediate
Platform: NinjaTrader wt Rancho Dinero's profiling tools
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trendisyourfriend's Avatar
Posts: 3,852 since Oct 2009
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Coggle is an online mind map that you can use in Chrome. It comes in three flavors. These are "free", "awesome" and "organization". It has quite a lot of functionality and allows you to mind map in different colors.

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Reno Nevada
Trading Experience: Intermediate
Platform: In flux
Favorite Futures: in Flux
Posts: 17 since Dec 2016
Thanks: 2 given, 14 received

try trello

OneOne is essentially a poor imitation of Trello. Trello is free (no affiliation). Its a virtual Kanban board in the cloud with collaboration built-in, like OneNote, and is meant more for managing projects without the bloat of MS Project. You could use it the same way you are using OneNote or

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