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7.3. Hashtags and Follow-ups

A note is written once, at the time. Over months, two things make a set of notes more useful: finding the ones that belong together, and adding to a note when you know more. Hashtags do the first, and follow-ups the second.

Hashtags​

Any word in a note that starts with # becomes a hashtag, such as #results or #planned. As you type #, Tradestory offers the tags you use most, so you keep to the same words.

Hashtags then work everywhere notes appear:

  • in the queue, a row of your tags filters the events to those carrying one,
  • in an opened position, the Journal column shows each trade's tags,
  • and in a retrospective, Chapter 9, each of a position's notes appears with its tags.

Choose your own words. A small, steady set of tags, used the same way each time, is easier to gather later than many that are used once.

Follow-ups​

Under a note, + Add follow-up note adds a later thought: what happened next, or what you see now that you did not see then. Each follow-up is kept with its date, beneath the original note, which stays as you wrote it. A note can also be made of follow-ups alone.

When the Trades Change​

Sometimes the trades behind an event change after you have written about it, for example when a fix-up from Chapter 3 adds an opening balance. Tradestory keeps your note, and marks the event:

  • Underlying trades updated since your first save — re-read your note? when the event's trades changed,
  • This event is no longer backed by trades — kept for your record. when its trades are gone.

An event of the second kind is stale. Stale events are hidden from the queue until you tick Show stale, which lists them in a group of their own. In both cases, your writing is never thrown away.

Summary​

In this chapter, we looked at the Journal in full. We:

  • read the queue of events and its filters,
  • used the study desk, with its nudge, its note, the frozen snapshot and the day's indicators,
  • and kept notes together with hashtags, added to them with follow-ups, and saw how stale events are kept.

One kind of decision has a place of its own: setting a stop-loss. In Chapter 8, we visit the Decision Room.