New Notes Templates

Some traders have specific notes they like to paste into the notes for all of their trades and/or journal entries. Often this is a form with a number of fields, so they don’t forget to record a particular piece of info about the trade, but it can be anything.

We now have templates available, so new trades (and new journal entries) will have a specific set of notes automatically populated. No more copying and pasting!

Notes templates

To set up your templates, go to the new Notes Templates tab in your Settings.

New larger chart size

When you view the details for one of your trades, you see a set of price charts on multiple timeframes with your executions plotted on each chart. You can have up to 4 different charts on each trade, and each chart is about half the width of the screen:

chartsize2

We have added a new toggle to expand these charts to a larger size. Just above the charts, on the right side, you’ll see new buttons to select between small and large charts:

chartsize1

When you switch to the large charts, each chart will expand to the full width of the page, and will show twice as many bars. Compare this larger chart with the 5-min chart we saw above:

chartsize3

On the smaller 5-min chart, we can see that we were trading a break of the day’s high; on the larger chart, we can see that this was an important level on the prior day as well.

These new larger charts are available to all users, starting today!

Mentoring enhancements

Many traders have mentors or coaches, and taking advantage of the mentoring features in Tradervue can be a huge help. In a nutshell, they allow a mentor/coach to have a read-only view of a student’s trades, and to have comments and conversations on specific trades and journal entries.

Today, we have made a number of changes to make this even more flexible:

  • Mentors can now choose which columns to display in the Trades View when viewing a mentee’s trades; previously, the columns the mentee was using themselves would be shown to the mentor.
  • Mentors can now switch between gross and net P&L modes when viewing a mentee’s trades; previously, the mentee’s setting would be used.
  • Mentors can now set the Trades View to any display mode (table, small charts, or large charts) when viewing the mentee’s trades. Previously, only the table view was available.
  • Mentors can now download from the mentee’s Trades View into Excel for further analysis, and they can also download executions for a specific trade.
  • The Settings menu in the Trades View will now be visible for mentors viewing a mentee’s trades; any settings that are changed will be saved for the mentor, but will not affect the mentee’s own view of their data.

Together, these changes should make the system more convenient for mentors and mentees alike!

Notes now available on Dashboard

Ever since we introduced general notes to Tradervue, they have proven quite popular. Traders have told us they’re using them to record their trading plan, keep watchlists, and make market notes for the week, just for a few examples.

To make notes more accessible, we now display your most recent notes on the Dashboard:

Tradervue___Subscriber_Dashboard

The 5 most recently updated notes will be shown; if you have yet to create any notes, you’ll see a link to create your first note.

New users and those who have never customized their Dashboard will see the notes box there immediately. If you have customized your Dashboard, we haven’t changed your settings, so you won’t see notes right away. To add them, you can Customize your Dashboard.

Entry and Exit price columns

Entry and exit price columns are now available in Tradervue. Entry price has actually been available for a while, but exit price is brand new.

Here’s how entry/exit prices are determined:

  • For stock, futures, and forex trades, not containing options, the entry price is the price of the first execution, and exit price is the price of the last execution.
  • For pure option trades, the entry price is the price of the first execution, and exit price is the price of the last execution.
  • For trades containing both stock and options (or both futures and futures options), the entry price is the price of the first non-option execution. Similarly, the exit price is the price of the last non-option execution.

The third case above handles the case where you’re trading, for example, a covered call. The entry/exit prices will both reflect the stock price you executed at, rather than the option prices.

Both entry and exit prices are available in the following locations:

Adding timestamps to notes

It’s now possible to quickly add a timestamp to trade or journal notes. To add the current timestamp, click the calendar button on the right side of the editor toolbar:

editor

Even quicker, you can just press Ctrl+T in the editor, and the timestamp will be inserted at the current cursor position.

Timestamps are entered in US eastern time, to match the time zone your execution times and charts are displayed in.

This is super handy for updating notes on a developing trade throughout the day, making notes on a swing trade, or adding notes throughout the day to a journal entry!

VWAP now available on charts

We’ve added Volume Weighted Average Price (VWAP) to the available studies on intraday price charts in Tradervue. A few notes about how this works:

  • The VWAP is calculated intraday, starting from the open, and is only available on intraday charts.
  • For stocks, pre-market activity is not included in the VWAP calculation. This is rarely an issue, as regular-hours volume tends to quickly exceed pre-market levels.
  • It is calculated based on the interval shown on the chart. So for example, if you’re looking at a 1-minute chart, VWAP is calculated based on 1-minute data. If you’re looking at a 5-minute chart, it’s calculated based on 5-minute data.
  • VWAP is only available for stock and futures trades.

If you haven’t used them before, here are details on how to add studies to charts in Tradervue. And if you’re not already familiar with it, here’s a primer on VWAP!

Multiple tag filters – now with NOT

Multiple tag filters are an incredibly powerful way to filter trades in Tradervue, and today they’re getting even better. You can now exclude tags from your filter using NOT. With this in mind, let’s go through the different ways to filter tags:

AND

You can require multiple tags using an AND filter. For example:

earnings AND momentum

OR

You can require one or more tags using an OR filter:

earnings OR momentum

NOT

You can exclude trades with a certain tag:

NOT earnings

You can also combine NOT and AND, to include only trades that have one tag but not another:

earnings AND NOT momentum