This dialog is available from the Edit / Notes... menu command under the Graphs window. It is also available at Edit / Investment Data / Notes... in the Portfolio Editor window, or by right clicking on any investment and choosing the Investment Data / Notes... popup menu command.
This dialog allows you to enter any notes or comments associated with each investment. Each note is associated with a particular date.
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Date |
The date of the note. Select "New" to create a new note. You can have multiple notes for the same date. |
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Investment |
Investment's notes to view or edit. |
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Notes |
The note associated with the chosen date and investment. Each note is limited to a maximum of 255 characters. |
Comments: Any changes are automatically stored whenever you switch to a new date, select another investment, or choose the "Done" button.