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How do you organize your trading notes and material

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  #1 (permalink)
Howard Roark
Oslo Norway
 
 
Posts: 144 since Aug 2018
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Hi all,

I'm continuously studying the markets and making notes and taking screenshots. If I backtest a particular pattern or behavior, I have one folder for that with screenshots and notes.

I do my best to organize this information logically in folders or separate documents according to fitting categories, but still, it gets messy and hard to review later on due to the sheer volume of it all.

Any advice on an approach or tool that could better help my organize my research/notes?

Thanks in advance.

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  #3 (permalink)
 matthew28 
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Evernote is good.
https://evernote.com/
I just use the basic free version that allows a 60MB upload limit. The upload syncs your notebooks on their servers so I could access it from different computers if I wanted, and easily share by just sending somebody a link to that day's journal if I say had an online trading partner. (It also acts as a backup if necessary though I tend to manually back up the notebooks to a file on my computer once a week anyway).
I keep a comprehensive daily journal with screenshots of charts before the session, at the end of the session, results tables etc. I did use .png files then realised that .jpg was a lot smaller file size after coming close to my monthly limit. Normally I don't though but the next level up is only $5 a month anyway.
They do have a range of templates available when creating a new note which will give a few ideas and can easily be edited and copied to create the look you want.

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  #4 (permalink)
 lemons 
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if you have windows 10 you shoud have free Onenote with it.

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  #5 (permalink)
Howard Roark
Oslo Norway
 
 
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matthew28 View Post
Evernote is good.
https://evernote.com/
I just use the basic free version that allows a 60MB upload limit. The upload syncs your notebooks on their servers so I could access it from different computers if I wanted, and easily share by just sending somebody a link to that day's journal if I say had an online trading partner. (It also acts as a backup if necessary though I tend to manually back up the notebooks to a file on my computer once a week anyway).
I keep a comprehensive daily journal with screenshots of charts before the session, at the end of the session, results tables etc. I did use .png files then realised that .jpg was a lot smaller file size after coming close to my monthly limit. Normally I don't though but the next level up is only $5 a month anyway.
They do have a range of templates available when creating a new note which will give a few ideas and can easily be edited and copied to create the look you want.

Nice!

I imagine doing something similar.

Is there a learning curve to this program? Any chance you'd like to share a few screenshots? PM is an alternative if you don't want to disclose things publicly. Or maybe you don't want to at all. Completely understand if so.

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  #6 (permalink)
Howard Roark
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lemons View Post
if you have windows 10 you shoud have free Onenote with it.

Thanks for the heads up.

I do have OneNote, but was not aware.

You use this yourself?

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  #7 (permalink)
 lemons 
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Howard Roark View Post
Thanks for the heads up.

I do have OneNote, but was not aware.

You use this yourself?

At first daily. Now less and more for place for collecting and systemizing ideas.
But I like Spreadsheets better, is more compact for me.

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 MiniP 
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Howard Roark View Post
Hi all,

I'm continuously studying the markets and making notes and taking screenshots. If I backtest a particular pattern or behavior, I have one folder for that with screenshots and notes.

I do my best to organize this information logically in folders or separate documents according to fitting categories, but still, it gets messy and hard to review later on due to the sheer volume of it all.

Any advice on an approach or tool that could better help my organize my research/notes?

Thanks in advance.

I use a written journal for my pre market analysis like levels,news, vol ect
I use two different set's on google sheets
1) if for my daily profit ( its just a big calendar)
2) I have all my recorded info broken down into a few different sheets in one
*my journal
*my daily goals
*my weekly summary
*my ECM, this gets filled out every 15 minutes

I also keep pictures of all my trades saved to my google drive & my pictures folder broken down into months

Its a lot to keep track of and at times its a pain in the ass but it helps and its what works for me. If I was to re do it I would make everything in one google sheet and make a spot to put the pictures of my trades next to my journal entry.

but thats another project for another day

-P

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  #9 (permalink)
 addchild 
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One thing I donít do, is cross post my notes on multiple forums.


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  #10 (permalink)
 matthew28 
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Howard Roark View Post
Nice!

I imagine doing something similar.

Is there a learning curve to this program? Any chance you'd like to share a few screenshots? PM is an alternative if you don't want to disclose things publicly. Or maybe you don't want to at all. Completely understand if so.

The program is pretty simple because there isn't really much to it. Basically just:
Entering text.
Creating a box and filling it with text.
Pasting in pictures.

You can add live weblinks to that will open or link to Excel pages for instance but not say include an excel spreadsheet within an Evernote page that you update each day.
The main thing is you create a template for your task, like my Daily Journal, fill it in and paste in my charts etc, then the name day I duplicate it, rename it with today's date then delete sections that are specific to yesterday and rewrite them for today. You can also apply tags and filter the journals with those so easy to find...and so on.

I did post some screenshots quite a while back when somebody else talked about journaling. I emailed a couple of people a copy of daily journal I use. Can't remember the thread it was now though. I will switch on my Private Messaging for the day and if you PM me I am happy to send you a copy to get you going if you decide to try the program. (This forum does not allow .enex files to be uploaded, which is the Evernote format, so you will have to send me an email address if you want a journal file that you can import in to Evernote).

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  #11 (permalink)
 Silver Dragon 
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I use OneNote between my computer and iPad. The notebook is in the cloud so it syncs whenever a change is made on either device. OneNote allows me to take written notes on my iPad and then save screenshots and on my computer or iPad.

To me itís the best of the both worlds. A written journal with screenshots.

Robert


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  #12 (permalink)
Howard Roark
Oslo Norway
 
 
Posts: 144 since Aug 2018
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MiniP View Post
I use a written journal for my pre market analysis like levels,news, vol ect
I use two different set's on google sheets
1) if for my daily profit ( its just a big calendar)
2) I have all my recorded info broken down into a few different sheets in one
*my journal
*my daily goals
*my weekly summary
*my ECM, this gets filled out every 15 minutes

I also keep pictures of all my trades saved to my google drive & my pictures folder broken down into months

Nice!


MiniP View Post
Its a lot to keep track of and at times its a pain in the ass but it helps and its what works for me. If I was to re do it I would make everything in one google sheet and make a spot to put the pictures of my trades next to my journal entry.

but thats another project for another day

-P

Journaling can be a pain. I need to find a way to streamline this process in the best possible way - both in terms of efficiency when doing it AND learning purposes (both in the present and for review later on).

I'm questioning how much is actually useful to spend time writing down.

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  #13 (permalink)
Howard Roark
Oslo Norway
 
 
Posts: 144 since Aug 2018
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Since we're on the subject - do you all annotate charts with your daily trades?

I wish that part could be automated. Maybe I'm just retarded, but I feel Ninja's plots of trades are hard to read. So I annotate by hand. Since I don't have that many trades on average per day, it's usually fine, but it's an added burden in terms of time.

In addition to this, I usually annotate charts for the entire day after the close.

It takes time.


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 MiniP 
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Howard Roark View Post
Since we're on the subject - do you all annotate charts with your daily trades?

I wish that part could be automated. Maybe I'm just retarded, but I feel Ninja's plots of trades are hard to read. So I annotate by hand. Since I don't have that many trades on average per day, it's usually fine, but it's an added burden in terms of time.

In addition to this, I usually annotate charts for the entire day after the close.

It takes time.


right click your chart and go to data series scroll down to plot executions and select text and market then press apply

-P

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  #15 (permalink)
Howard Roark
Oslo Norway
 
 
Posts: 144 since Aug 2018
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MiniP View Post
right click your chart and go to data series scroll down to plot executions and select text and market then press apply

-P

I'm aware of that functionality. But as I said - I find them hard to read and messy. I can use them as assistance when plotting manually though.

Is it only me who dislike those plots?

Pile on more contracts and it gets worse...

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  #16 (permalink)
Howard Roark
Oslo Norway
 
 
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Comparison.



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  #17 (permalink)
 Blash 
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Howard Roark View Post
Since we're on the subject - do you all annotate charts with your daily trades?

I wish that part could be automated. Maybe I'm just retarded, but I feel Ninja's plots of trades are hard to read. So I annotate by hand. Since I don't have that many trades on average per day, it's usually fine, but it's an added burden in terms of time.

In addition to this, I usually annotate charts for the entire day after the close.

It takes time.


I find the Trade Performance Report helpful. NT8 New/Trade Performance/Trades right click a trade, choose Chart. Plots Green or Red lines on a 1 min chart of your trades.

Still a bit mess as you say but the lines help I think.

Ron

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 tpredictor 
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I use notion.so.

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  #19 (permalink)
Howard Roark
Oslo Norway
 
 
Posts: 144 since Aug 2018
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Blash View Post
I find the Trade Performance Report helpful. NT8 New/Trade Performance/Trades right click a trade, choose Chart. Plots Green or Red lines on a 1 min chart of your trades.

Still a bit mess as you say but the lines help I think.

Ron

Hi, Ron,

That's actually quite an improvement. The lines do help connect the dots a bit. I suppose it can still get messy, but now it's actually understandable.

Many thanks!


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 Blash 
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Howard Roark View Post
Hi, Ron,



That's actually quite an improvement. The lines do help connect the dots a bit. I suppose it can still get messy, but now it's actually understandable.



Many thanks!






Nice trade my man!

Ron


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...My calamity is My providence, outwardly it is fire and vengeance, but inwardly it is light and mercy...
The steed of this Valley is pain; and if there be no pain this journey will never end.
Buy Low And Sell High (read left to right or right to left....lol)
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  #21 (permalink)
Howard Roark
Oslo Norway
 
 
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Blash View Post
Nice trade my man!

Ron


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Thanks, Ron!

Would have been even better if I didn't botch up initially. I still make some mistakes, although I'm overall profitable.

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