What's the best way to organize all your trading notes?

Quote from wrbtrader:

Most trading related .pdf files are not large.

Thus, you can easily copy the info from the pdf file or any other file and then paste it within a different type of file that allows index/searching of everything along with any notes you've added.

My point is that you've made it clear that your sources of information is in different formats. To do what you want involving the indexing and ability to search any store information at any given time in the future...

You're going to need to convert the information (copy/paste) into a format that allows such that can also be stored locally on your computer. Yeah, it's more work in comparison to leaving the info in its original format.

I do such every trading day...copying important info from formats that's not easily index or searchable and then saving/pasting it into a format that's easily indexed and searchable. It's about 40 mins of work each day but well worth the effort because it gives me a wealth of information about any particular trading day. Yet, when I first started...it took about 1 1/2 hours...I've gotten more efficient over the years. My info goes back many many years stored on DVDs and at a private website/forum setup for indexing/searching (for my eyes only).

Also, I'm not a big fan of storing links only of interesting information I consider important because some websites delete old info or archive it via a different link. That's why I prefer to copy the actual content along with the links and store it locally on my computer to be later archived in any format I want and stored on DVD.

My archives go back as far as 15 years with only the recent 10 years being very detailed with a wealth of information for my eyes only.

Mark
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Very interesting post!!

Mark - are you willing to talk more about the different kinds of formats that you use everyday and how and in which format - you copy paste (store) information for easy retrieval at a later date?

Do you think you can give an example of the kind of stuff you save for any day?

Thanks v much.
 
I take tons and tons of notes from emails and from websites. Some of it regards trading and most of it regards alternative medicine. I copy stuff from the web to word, delete all the extraneous stuff like unnecessary pictures and formatting and then save it to various Google Docs filed away in various folders. The searchability of Docs almost foregoes the need for any organized storage at all.

I like two step authentication for all my docs. Some joker could get into my account and delete it all or mess it up somehow and I'd be out one entire library.. I should stop procrastinating with regard to some local backup.
 
I use CintaNotes. It is a free, lightweight and user-friendly note taking application. You can have links to files/images on your local disk in your notes. Supports web clipping and more.
 
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