How do you organize your trading notes and material?

Discussion in 'Trading' started by Howard, Jun 12, 2019.

  1. %%
    Use one note-book; and print charts. Idont keep my charts in monthly order-mostly; but I keep my trades/P&L in calender order+ draw a 200 dma for 52 weeks=every week.

    Iused to keep my paper charts in monthly order; but since its not about prediction I mix up my charts up, like throw in a bear market , in the middle of 1999...…………………..Drawing a 200dma …………………..every week is overkill,LOL, but better over kill it than wound it or be lazy.:caution::caution:,:caution::caution::caution::caution::caution::caution: :caution::caution::caution::caution::caution::caution:

    When a stock gets taken over or goes to goose egg[0] like Hurricane Hydrocarbons, Howard; I put that in a separate place-hate to throw away a good name, throw away much of anything.LOL
     
    #11     Jun 12, 2019
    Howard and trader99 like this.
  2. easymon1

    easymon1

    when you get a minute 749.jpg
    when you got a minute.jpg

     
    #12     Jun 12, 2019
    Howard likes this.
  3. trader99

    trader99

    I have been reviewing my trades using TraderVue. Man, I had some really idiotic trades on. Really really stupid ones. I had some really good ones too. Had I just cut losses on the really stupid trades then I would be up so nicely.

    That's the goal for the remaining of the year. Don't do stupid trades. If you are wrong then get out asap. Just doing those 2 things consistently and keep everything else the same would be crazy good results.

    Also, holding onto winners longer.
     
    #13     Jun 13, 2019
    Howard likes this.
  4. wrbtrader

    wrbtrader

    Professional trade journal software, spreadsheet and notes....preferrably something that's desktop plus mobile.

    wrbtrader
     
    #14     Jun 13, 2019
    Howard likes this.
  5. sprstpd

    sprstpd

    Emacs org mode!
     
    #15     Jun 13, 2019
    Howard likes this.
  6. helgen_1

    helgen_1

    Interesting. Care to share a screenshot?

    H.
     
    #16     Jun 13, 2019
  7. sprstpd

    sprstpd

    It will be boring. You can look up emacs org mode on Youtube and see. It is basically an organizational tool within the emacs text editor. Everything is text based and human readable. I just discovered it a month ago and I'm in the process of switching all my notes to it. There will be a steep learning curve, especially if you are not familiar with emacs.
     
    #17     Jun 14, 2019
    themickey likes this.
  8. I have started using MoinMoin's desktop edition. https://moinmo.in/DesktopEdition. It's lightning fast since it was built to run on computers from 2006. This is after trying:

    1. Google docs
    2. Emacs org mode
    3. Evernote and friends

    Out of all of these, the personal wiki is my preference. Examples of some notes I put on it today:

    upload_2019-7-3_19-51-57.png

    Search works a treat (look at it trying to save me CPU time by only performing a title search):

    upload_2019-7-3_19-53-0.png

    Backing it up to Dropbox works great and automatically if you run the server from a Dropbox folder, which is what I do.

    upload_2019-7-3_19-54-23.png

    I do need a pipfile since it runs with Python 2.7 and not Python 3. It appears that it will likely never support Python 3.

    Code:
    [[source]]
    name = "pypi"
    url = "https://pypi.org/simple"
    verify_ssl = true
    
    [dev-packages]
    
    [packages]
    pygments = "*"
    
    [requires]
    python_version = "2.7"
    
    Just added LaTeX rendering too:

    upload_2019-7-3_20-11-51.png
     
    Last edited: Jul 3, 2019
    #18     Jul 3, 2019
  9. I love org mode, but you need to be an expert to use it well. You need to use it day in and day out in the mode you want to become an expert in for a year at least, and then you'll find out that it sucks at anything that isn't plain text (images, videos, etc).

    Great for TODOs, not so much for research notes IMO.
     
    #19     Jul 3, 2019
  10. It’s a lot to keep track. I use Onenote. Notebook is in the cloud so it syncs whenever a change is made on the clouds on either device..It allows to take written notes on I pad and then save screenshots. Another is Ever note app for your smartphones and computer that stores everything and works brilliantly keeping everything in sync between your computer,smartphone or tablet.
     
    #20     Jul 22, 2019