Trade Notes: See How Each of Your Setups Actually Performs

Every trade in TickerScribe can carry a note, a set of tags, and screenshots. Trade Notesis where all of that comes together — one list of everything you've annotated, across both the stock and option books, newest first.

You add annotations right where you trade: right-click any row in the Stock or Option Trades table and choose Edit note. A note holds free text for the reasoning behind the trade, tags for the setup, and screenshots of the chart you took at the time. Everything you save lands here.

Here's the trouble with journaling: the trades you should study most are the ones you're too busy — or too rattled — to write up in the moment. Worth a note goes looking for them. It surfaces your biggest realized results that carry no note yet, so a standout win or a painful loss doesn't quietly disappear into the ledger unlabeled.

Each one comes with an Add note button. One click opens the editor on that exact trade; write the lesson while it still stings or sings, and it moves straight into your entries. It's the difference between a journal you mean to keep and one you actually do.

Notes tell you the story of one trade. Tags tell you the story of a hundred. Tag your trades by setup — breakout, mean-reversion, earnings, whatever you run — and the Setups strip rolls each tag into a single line: how many trades carry it, its win/loss record, and its net realized result. Sorted best to worst.

Now the question stops being a hunch. The setup you love might be the one bleeding you; the boring one you almost dropped might be quietly carrying the account. Click a tag to filter the list to just those trades, or rename a tag across every trade it touches when your labels drift apart.

It works especially well for anything you run as a repeatable cycle. If you trade the wheel, a tag per cycle turns a year of premium into a comparable unit — pair it with the wheel cost-basis math and you can see not just what each cycle earned, but whether the setup earns its keep.

Entries is the full list, built to be searched. Type to match a ticker, a tag, or any word in a note. Filter by asset class, by a specific tag, or by result — winners only, losers only. Sort by newest, or by biggest win or biggest loss when you want to review the extremes.

Every row carries its context without a click:

• The note preview and tag chips — the gist of the trade and the setups you filed it under.
• Screenshot thumbnails — the charts you saved at the time; click one to open it full-size.
• The trade line — for a stock, the date and time, the side and size, and the fill price, so you know exactly what the trade was before you open it.

A note is stronger when you can see what price did around it. Expand any trade and Trade Notes draws a candle chart centered on its dates, with a green ▲ where you bought or opened and a red ▼ where you sold or closed.

Move the crosshair and the readout gives you the bar's open, high, low, and close — and on a fill's own bar, the action and the price you got: Buy ▲ at your entry, Sell ▼ at your exit. For a stock round trip it plots the other side too, pulling the matching lots from your allocations, so a sell shows the buy it closed.

It defaults to daily candles and switches to intraday when the trade lived inside a day or two; a 15m / 1H / 4H / 1D toggle covers the rest. The same chart context rides along on each ticker's report, so it's never more than a click from the trade.

If your trades are already in TickerScribe, you have a head start: open Trade Notes and check Worth a note — your biggest results are waiting for a sentence or two. From there, tag a handful of trades by setup and watch the Setups strip fill in. A week of tagging is usually enough to see a pattern worth acting on.

What is the Trade Notes page?

It's one page that gathers every note, tag, and screenshot you've added to your stock and option trades. Each row stays tied to the real trade and its realized result, so your reasoning sits next to the outcome instead of scattered across a spreadsheet and a screenshot folder.

How do I add a note to a trade?

Right-click any trade in the Stock or Option Trades table and choose Edit note, or add one from a row on the Trade Notes page. A note can hold free text, tags, and screenshots. The annotation is stored separately, so it never changes the trade or its numbers.

What does the Worth a note section show?

It surfaces your biggest realized results that you haven't annotated yet — the wins and losses most worth a lesson, with no note on them. Each has an Add note button, so the trades you'd most want to learn from don't quietly slip past unlabeled.

How do I see which of my setups are working?

Tag your trades by setup, and the Setups strip rolls each tag into a count, a win/loss record, and net realized result, sorted best to worst. Filter the list by a tag to see just those trades. It turns a pile of notes into a scoreboard for your ideas.

What does the price chart on a trade show?

Expand any trade to see candles around its dates with buy ▲ and sell ▼ markers. Move the crosshair for an open/high/low/close readout that also shows the action and fill price, plus the matching lots from the other side of a round trip. Toggle 15m, 1H, 4H, or daily.