How do you organize your trading notes and material?

[murray t turtle]

Hi all,

I'm continuously studying the markets and making notes and taking screenshots. If I backtest a particular pattern or behavior, I have one folder for that with screenshots and notes.

I do my best to organize this information logically in folders or separate documents according to fitting categories, but still, it gets messy and hard to review later on due to the sheer volume of it all.

Any advice on an approach or tool that could better help my organize my research/notes?

Thanks in advance.

%%
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.,

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

 

[easymon1]

 

[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.

 

[wrbtrader]

Hi all,

I'm continuously studying the markets and making notes and taking screenshots. If I backtest a particular pattern or behavior, I have one folder for that with screenshots and notes.

I do my best to organize this information logically in folders or separate documents according to fitting categories, but still, it gets messy and hard to review later on due to the sheer volume of it all.

Any advice on an approach or tool that could better help my organize my research/notes?

Thanks in advance.

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

wrbtrader

 

[sprstpd]

Hi all,

I'm continuously studying the markets and making notes and taking screenshots. If I backtest a particular pattern or behavior, I have one folder for that with screenshots and notes.

I do my best to organize this information logically in folders or separate documents according to fitting categories, but still, it gets messy and hard to review later on due to the sheer volume of it all.

Any advice on an approach or tool that could better help my organize my research/notes?

Thanks in advance.

Emacs org mode!

 

[helgen_1]

Emacs org mode!

Interesting. Care to share a screenshot?

H.

 

[sprstpd]

Interesting. Care to share a screenshot?

H.

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.

 

[nooby_mcnoob]

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:

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

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

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.

[[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:

 

[nooby_mcnoob]

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.

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.

 

[gentlerich]

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.