How can I keep general notes, like my rules or goals, in the journal?

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Want your trading rules or goals in one place you can always open? Keep them as general notes, separate from any day or trade.

  1. Open Journal and click the General tab.
  2. Click New Note, type a title and press Enter.
  3. Write your rules or goals in the editor. Everything saves as you type, and a Saved label confirms it. You can format the text with the toolbar and add images.
  4. To change the title, click the options (three dots) on the note in the list and choose Rename.
  5. To remove a note, open the same menu, choose Delete and confirm. You can also click the trash icon at the top right of the note.

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