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. Additionally you can manage your notes from within the Data Register under the "Notes" data type.
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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Investment |
Investment's notes to view or edit. |
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Note List |
List of all notes for the selected investment. Choose which note to edit. Select <new> to create a new note. You can have multiple notes for the same date. |
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Date |
The date for this note |
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Graph Display Options |
Choose how to display this note on investment based graphs. Optionally specify a label to draw above the note's marker. Labels are limited to a maximum of 31 characters. Choose the text and optional background colors for this label. Change each color by clicking on the appropiate color swatch. If no background color is selected, the label will be drawn with a transparent background. Label colors can be set separately for each note, but the note marker color is the same for all notes and can be set in the Graph Colors Dialog. Select whether to display the marker, label, or both for this note. |
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Notes |
The note associated with the chosen date and investment. Each note is limited to a maximum of 511 characters. Notes can include URLs, such as https://www.fundmanagersoftware.com or file://<Path to local file> which will be automatically hyperlinked so you can open the URL target by double clicking on the link. |
Comments: Any changes are automatically stored whenever you switch to a new date, select another investment, or choose the "Done" button.