Write Trading Notes, Find Your Edge

A bodybuilder tracks his diet and weight, a scientist tracks his findings and results, and a student tracks his test scores. It's the same idea for trader to take notes to track trading activity. Good trading notes will help you identify your strength and weakness. There's no such person as a perfect trader, but you can always minimize your weakness and find your edge in the market. 
You may find a template like this:

What?!! This looks so complicated! Is there any way to make it more straightforward and clearer? Of course there is!Moomoo's notes feature is the answer to your questions. Forget trying to interpret hundreds of spreadsheets of stock trading data. Replace those spreadsheets with our easy-to-use reports to understand your trading behavior quickly.

（Note: Quote color is set as "Red Up/ Green Down")

Moomoo's trading notes allow you to record the details of your current position target and the profit and loss; it can also count how many stocks you have traded within a certain period and in what frequency. The review is much clearer, more handy.

Now that we got order, transaction, and position details, how can we write a good trading review? How to write notes for different scenarios? Here we list 3 scenarios that you might come across for your reference. You may also adjust them to meet your needs.

Scenario 1: How to write a recap for 2021 Q3?
What you need: Transaction Stats & Transaction / Order
Description:
For Q3 review, you may want to review what stocks you've been trading, if the price is reasonable, and see if you profit or lose. "Transaction Stats" is a good feature to illustrate all these. Remember when we came across circuit breaker three times last year? You may use "Transaction" to review single order in that specific market trend so that you would know whether you were succeeded in cashing out at the peak or buying the dip.
(stinger at the end of the post!)
e.g.

Scenario 2: I don't wanna get a margin call, so I want to know whether my positions are proper and which stock might be too heavy.
What you need: Position Details & Transaction / Order
Description:
For example, if you are holding 2  technology stocks and 3 healthcare stocks, you can add "Position Details" to see whether your total position is within the expected margin. Then you calculate the proportion of each stock and check the respective P/L. If you hold large positions for a specific stock, you may review the reason behind it with "Transaction / Order". Finally, you would understand whether your position is reasonable and how to adjust it if not.
e.g.

Scenario 3: I am holding 6 stocks and wondering which one is losing money and which one is profitable.
What you need: Position Stats & Transaction / Order
Description:
Are you ready to review all your stock's performance? With "Position Stats", you will understand your stocks better.
e.g.

Be it in the "Quotes" or "Moo" tab, you will be able to see a "pencil" icon. Tap it and you will be able to take notes. Then you select modules that you want to add in, and you are good to go.

Apart from the technical factors that you want to include in your trading notes, let's have something fun and cute like a moo icon and inspiring line!