I was wondering if anyone is using Sharesight to capture their trading plan thoughts on trade entry criteria / trade exit analysis as a trading journal.
I can see that the Comments section on an individual holding could be used for that purpose, but I would like to have a summary of the trade position, a chart and the captured comments as a custom report that capture my thoughts and rationale for entering a trade and then enter comments throughout the trade and then again at trade exit.
I can obviously do this outside of Sharesight, but wanted to see if anyone was capturing thoughts and journaling within the Sharesight platform.
What feature do you want to see in Sharesight?
• Why do you want it?
• How is this affecting you?
• Do you currently have a workaround solution? If yes, what is it?
• Can we reach out in future to ask follow up questions about this idea?