// trade notes

Trade Notes

Every trade as a sortable log — date, ticker, session, setup, direction, entry, stop, target, R:R and result in R — with a review pane that opens beside it, carrying the chart, your note, and that day's journal entry. Cards are still there if you prefer them.

Free · Private · Every trade, annotated

Every Trade, on One Row

Flip from cards to the table and you get a trade log of every trade, not just the ones you annotated: date, ticker, session, setup, direction, entry, stop, target, R:R, and the result in R. Sort it however you review.

Session comes free — each row is tagged pre-market, regular hours, after-hours or overnight from the fill time. Options already carried a stop and a target; stock trades can now hold them too, which is what makes R work across the whole book.

Why R and not percent? A percentage tells you how the position did. R tells you how the plan did — the result measured against the loss you had budgeted for. Two trades can return the same percent while one risked four times as much to get there.

Review It Beside the Chart

Reviewing a trade used to mean three visits: the chart on one page, your note on another, the day's journal entry on a third. Select a row and all three open on one screen.

The context candle chart sits large on the left. On the right, the trade's own note — editable in place — and that day's Daily Journal entry, read-only, with a link through to edit it.

The chart never gets covered up: the detail opens beside the table rather than on top of it, so nothing redirects and no modal lands over the thing you're reading. Move down the rows and it hydrates as you go.

See How Each Setup Actually Performs

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

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 to just those trades, or rename a tag across every trade it touches when your labels drift. For a fuller walkthrough, read how to see which setups are working.

The Trades Worth a Note, Surfaced

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 disappear into the ledger unlabeled.

Each one has 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.

Find Any Trade in Seconds

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, the tag chips, and thumbnails of any screenshots you saved. For a stock, the row shows the date and time, the side and size, and the fill price — so you know exactly what the trade was before you open it.

Price Context Around Every Trade

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

Move the crosshair and the readout shows the bar's open, high, low, and close — and on a fill's own bar, the action and the price you got. For a stock round trip it plots the other side too, so a sell shows the buy it closed. Daily by default, with a 15m / 1H / 4H / 1D toggle.

Turn your notes into a scoreboard

No credit card required. Tag your trades, and let the journal tell you which setups are worth repeating.

Frequently Asked Questions

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.
Can I search and filter my annotated trades?
Yes. Entries is the full list — search by ticker, tag, or any word in a note, filter by asset class, tag, or result (winners or losers), and sort by newest or by biggest win or loss. Note previews, tag chips, and screenshot thumbnails show on every row.
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.
Does the table show every trade or only annotated ones?
Every trade. The cards view stays focused on what you've annotated, but the table lists the whole book — date, ticker, session, setup, direction, entry, stop, target, R:R and result in R. Toggle between the two whenever you like; nothing about the cards changed.
What does R mean in the trade log?
R measures a result against the loss you had planned to accept — your entry to your stop is 1R, so a winner that ran three times that far is +3R. It lets you compare trades of different sizes on the same scale, and it needs a stop recorded, which stock trades can now hold.
What is the review pane?
Select a row and a band opens above the table with the context chart on the left, and on the right the trade's own note, editable in place, plus that day's Daily Journal entry read-only with a link through. It opens beside the table rather than over it, so nothing gets covered up.
Where does the session on each row come from?
From the fill time. Each trade is tagged pre-market, regular hours, after-hours or overnight automatically, with no input from you — which makes it easy to see whether the hours you trade outside the regular session are actually earning their keep.
Is Trade Notes free, and is my data private?
Trade Notes is part of TickerScribe and free to use — no separate tier. Your notes, tags, and screenshots are private to your account, only ever visible to you, and never publicly accessible.