7.2. The Study Desk

The study desk puts a trade and its note side by side: everything about the trade on one side, and the note on the other. ‹ Queue at the top takes you back to the list.

Let's open KTKBANK's first buy, on 6 March 2026, and look at both sides.

The Trade

At the top, a header names the stock, with its current price and the amount invested. A position you have closed is marked CLOSED.

Beneath it is the price chart, with this trade marked, and a switch for daily, weekly or monthly candles. Under the chart, the position's trade history lists every tranche: its date, quantity, price, how long it was held, the average cost after it, the amount and its Δ Size. So you see this trade in the setting of the whole position.

The Note

The other side opens with a short question in amber, a nudge, to get you started. The question depends on the event's type, and stays the same each time you open the event. For KTKBANK's first buy, it reads Was this planned, or did something prompt it? Others ask, for a buy, What was the thesis when you entered?, and for a sale, What did you learn from this position? You can answer the question, or write about something else entirely.

Below the nudge is the note itself, which starts with the prompt Write what was on your mind. What did you see? Why this trade? Use #tags freely. Your note saves as you type.

The Snapshot

Beside the note is a Snapshot card: the state of the position, as Tradestory sees it, for this trade. It shows the action your rules called for, the price, your own stop-loss and your strategy's, the tranches, how far the price stood from your average cost, and how much of your capital was deployed.

Until you write, the card is live (unwritten) and follows the position as it changes. The moment you first save a note, it is frozen @ first save. From then on it keeps the position as it stood when you wrote, which is the point: when you read the note months later, you also see what you were looking at when you wrote it.

Indicators on the Day

Last, a card headed with the trade's date shows a few common price indicators as they stood that day: moving averages of 9, 21, 30 and 40 periods against your trade price, and the RSI and ATR. A switch shows them on daily, weekly or monthly prices. Tradestory shows these as a record of the day, and forms no view from them.

Next, hashtags and follow-ups.