Notes and tags

Strong journaling in Chartnaut means every trade you care about carries enough context to review later — a short note, consistent tags, and optional properties.

Notes and tags feed your review, AI search, playbook reports, and Historical Intelligence training. Agents read the same metadata when searching your library.

The habit

After you close a trade (or at end of session):

1. Open the trade in Research → Trades

2. Write two or three sentences in Notes — what you saw, what you did, what you’d repeat or skip

3. Add one or two tags — setup name, mistake, session

4. Optionally set properties — custom fields like setup grade or followed plan

Thirty seconds per trade beats a long session note once a week.

Notes

Rich text, autosaved. Use note templates for a repeatable structure.

Write for future you: “chased after missed entry, stop was logical” beats “bad trade.”

Tags

Short labels — A-setup, chase, London, news-day.

Keep a small vocabulary. Ten consistent tags beat fifty one-off spellings.

Tags power:

• Library filters

• AI trade search

• Playbook and Historical Intelligence reports (when trades belong to a playbook)

Tags vs properties

Use tags for language. Use properties for scoring and rules.

Playbook connection

When a trade belongs to a playbook, tags and notes still live on the trade row. Playbook reports aggregate them — so tag rule-break on every violation and the report surfaces the pattern.

What good looks like

You filter tag:chase monthly, read five notes, and spot the same sentence in three of them — then add a rule to your playbook.

Important distinctions

Notes and tags = journal on Trades.

Definition event payloads = data fields on research events — unrelated to trade notes.

Next

1. Note templates — speed up notes

2. Custom fields — structured columns

3. Trade detail — where to edit each trade