8. Other‎ > ‎

Trading Diary

A trading diary is included to Share Trade Tracker to record any significant events or results for the securities stored in your portfolios. You can use this worksheet in many ways, it is not automatically updated.

To add an entry select "Other Data Entry", then "Trading Diary", then "Add". Start by selecting a security from the drop down list and then enter the relevant diary entry date and notes. When reporting runs this worksheet is included and the filter applies for the security code and date.