Changed the lot size, swapped the set file or moved to a new VPS? Write it down on the account. Each note keeps the account's figures of that moment, so later you can see what the change did.

Plan: every plan.

Add a note

1. Open the account and click the Activity & Links tab.
2. Under Timeline, click Add Note.

1. Type what you changed and why.
2. Click Save.

Read, edit or delete your notes

1. Notes are listed newest first, each with its date and time.
2. Under each note you see the account's Balance, Equity, Profit, PF (profit factor), Trades, Max DD %, Days and Current DD at the moment you wrote it. Compare them with today's figures on the Overview.
3. Click the pencil to change a note's text, then the tick to save it.
4. Click the bin to delete a note, and confirm.

Save an event as a note

1. On the Overview tab, scroll to the Terminal and click Event Log.
2. Click Save as Note beside an entry, for example a lot size change.
3. The entry is added to the timeline with the time of the event and the account's figures of now.

Good to know

• Notes are private: they are not shown on public links.
• Editing a note changes only its text; the figures saved with it stay as they were.
• In a shared workspace, only the account's owner can add, edit or delete notes.

Related guides

• Open trades, trade history and the Event Log
• Read an account page
• Share accounts with your team (Workspaces)