About the Tool
Notes is a feature for creating a list of tickers with additional information and comments.
The Tool Includes:
Chart Block
Pie Chart "Number of Notes"
Bar Histogram with Accumulation "Profit & Loss"
Table with Notes
Filters
Table
Chart Block
Pie Chart "Number of Notes"
The chart displays the number of notes in various modes.
Note: Visualization is based on the notes in the table after applying filters.
Display Modes:
Direction
Position Success (PnL)
Direction: Displays statistics of notes in the table grouped by direction. You can configure it to hide notes with the "Observation" direction.
Position Success (PnL): Displays statistics of notes grouped by success, excluding notes with the "Observation" direction.
Bar Histogram with Accumulation "Profit & Loss"
This chart simultaneously displays multiple parameters. Data is derived from notes in the table after filtering.
Legend
Profit:
Total profit percentage across all notes.
Long: Number of profitable notes with a long direction.
Short: Number of profitable notes with a short direction.
Loss:
Total loss percentage across all notes.
Long: Number of losing notes with a long direction.
Short: Number of losing notes with a short direction.
Chart
Chart Scales:
Y-axis: Profit and loss groups.
X-axis: Profit in percentage.
Bar Details:
Width: Overall profit percentage.
Color: Proportion of profit percentage based on ideas:
Red: Short ideas.
Green: Long ideas.
Notes Table
Filters
Ticker: Input field.
Exchange: Dropdown list.
Tag: Dropdown list.
Direction: Dropdown list.
Index: Dropdown list.
Title: Input field.
Clear Filters: Button.
Table
Table Structure
Title with a Checkbox
Unified Ticker
Exchange Logo and Name
Last Price
Note Direction
Result: Price change from the note creation time to the current price:
Upper Value: Price change.
Lower Value: Price change in percentage.
Note Creation Time
"Details" Button: Opens additional note information, including:
Cluster chart.
Note creation time.
Note creation price.
Tags.
Note title.
Note description.
Timeframe during note creation.
Index group of the ticker.
Cluster Chart Features:
Vertical dashed line marking the note creation timestamp.
Horizontal dashed line marking the note creation price.
Arrow from the note creation point to the current price.
Button in the top-right corner to restore the range and timeframe to the note creation moment.
How to Create/Add a Note
In RTT
Open the note creation window from the cluster chart.
Automatically Added Parameters:
Exchange.
Exchange type.
Unified ticker.
Timeframe.
Data type on scales.
Fields in the Window:
Note Title
Note Description
Tag Input Field: New tags are added by pressing "Enter."
Idea Direction:
Long: Expected price increase.
Short: Expected price decrease.
Observation: No direction, simply adding an idea with an option to change its direction later.
Delayed Order Checkbox
Option to add:
Stop-loss Price
Take-profit Price
In the Screener
A similar button is available in the screener within the headers of any cluster chart.
