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How can I preview a trade’s notes from the Trades list?

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Forgot what you wrote about a trade? Read your note right in the Trades list, without opening the trade.

  1. On the Trades page, scroll the table to the Note column. If it isn’t there, click the + at the right end of the table header (Customize Columns), tick Note and click Apply.
  2. Each row shows the start of its note on one line. Rows without a note show a dash.
  3. Hover a note to read all of it in a pop-up, with your formatting (headings and bullet lists) as you wrote it.
  4. To edit it, click the row to open the trade and use its Notes tab.

You can drag the Note column in Customize Columns to place it next to the columns you read most.

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