第 15 章

投資日誌

記下當時為什麼買、為什麼賣,之後回來看。到 紀錄 → 投資日誌。

投資日誌:上面照標的、標籤篩選或搜尋
投資日誌:上面照標的、標籤篩選或搜尋
  1. 按「寫日誌」,填日期(預設今天)、標題(可以空著)、內文;可以連到一檔標的。
  2. 標籤按 Enter 加一個(例如「進場理由」「出場檢討」);信心 1~5,可以不填。
  3. 附圖:貼上(Ctrl+V,例如剛截的 K 線圖)或按「選圖片」,每篇最多 6 張。存檔。
寫一篇日誌
寫一篇日誌

從交易寫筆記:交易紀錄每一筆最右邊的寫筆記(筆的圖示)打開一篇連到那筆交易的日誌,標的和日期都帶好了;寫過的圖示變成強調色。個股分析最下面列出這一檔的日誌;技術分析的 K 線在寫日誌的那天標一個點(第 18 章)。

Chapter 15

Investment journal

Write down why you bought or sold at the time, and come back to it later. Go to Records → Journal.

Investment journal: filter by instrument or tag, or search, at the top
Investment journal: filter by instrument or tag, or search, at the top
  1. Click “New entry” and fill in the date (today by default), a title (optional) and the text. You can link it to an instrument.
  2. Press Enter to add each tag (for example “entry reason”, “exit review”). Confidence is 1 to 5 and optional.
  3. Images: paste (Ctrl+V, for example a candlestick chart you just captured) or click “Pick images”; up to 6 per entry. Save.
Writing an entry
Writing an entry

A note from a trade: Write a note (the pen icon) at the right end of each row in Trades opens an entry linked to that trade, with instrument and date already filled in. Once written, the icon turns the accent colour. Stock detail lists this instrument's entries at the bottom, and the technical analysis chart puts a dot on each day you wrote an entry (chapter 18).