Notes

One thing we find useful for beginners is study note. The experience of researching a stock is not different from your class — you take notes, jog down your thoughts, review them, and learn from mistakes.

Rather than keeping your notes outside the system, our Notes function is for you to keep your thoughts close to where the data is.

Create a new note

Creating a new note is easy. We provided a powerful Markdown editor that has rich features.

Once a note is created, one can also edit it or delete it if needed.

Types of notes

There are two types of notes: one of general purpose, and one of a specific stock. The two are nearly identical in all aspects except the latter is created from a stock's detail page, thus having a clear association w/ a stock at creation, while the other is created from the Notes list page, thus having no special dedication to a stock.

There is no limitation on contents for either stock. The distinction only becomes important when you use the Preduction function (see next).

Prediction

The Prediction is a feedback loop to help user hone in his judgment and understanding of his material. When writing a note, user is required to make a prediction for the stock this note is linked with. For general purpose note, the prediction is applied to a S&P500 INDEX¹, thus you can view it as a prediction of the general market. For stock specific note, the prediction is for that stock only.

There are only two options: up, or down. Default is UP.

Review notes

Reviewing note is the best way to recall what the market was like then, what was on my mind, and how well my understand/prediction panned out comparing to the real market.

Stock tracker

All symbols in the notes would be picked up automatically and tracked. Each symbol has three data, from left to right:

1. close price on the date the note was created
2. latest close price
3. return % between these two price points

Taking CCL in the picture as example, its price was at $21.16 on 8/3/201, the day this note was created. Now its latest price is at $24.69, representing a 16.68% gain from 8/3. Therefore, you can use this to review what you wrote and thought about CCL on 8/3, and see how well you have judged its performance.

Prediction checking

Use the creation timestamp, the tool will indicate the price point the prediction was made against. A thumb up or down would then indicate whether the current price makes the prediction true or false.

In this example, the price point was at $439.46 on 8/3, and our prediction was that it would go up, and it did!

— by Feng Xia