Add notes to a holding

Notes let you attach your own observations and reminders to a holding — your thesis, research, anything worth remembering. They’re visible only to you. By the end of this, you’ll know how to add, edit, and delete them.

Add a note

1. Open the holding’s detail page by clicking its row on your dashboard.
2. Select the Notes tab.
3. Click the dashed Add a note button to reveal the note editor.
4. Type your note in the field (“What’s on your mind about this holding?”).
5. Click Save Note (or press ⌘/Ctrl + Enter). Pressing Enter on its own adds a new line — it doesn’t save.

The Save Note button stays disabled until you’ve entered some text.

View your notes

Each note shows as a card with the note text, its date, and how long ago it was last updated. Hover over a card to reveal its Edit and Delete icon buttons. Before you’ve added any, the tab shows No notes yet. Add a note to capture your investment thesis or any observations about this holding. The tab also shows an Activity and Tips sidebar alongside your notes.

Edit a note

1. Find the note on the Notes tab and hover over it.
2. Click the Edit (pencil) icon.
3. Change the text inline.
4. Click Save (or press ⌘/Ctrl + Enter). To discard, click Cancel or press Esc.

Note

Editing a note updates its timestamp to the time of the edit — the card always shows when it was last changed, not when it was created.

Delete a note

1. Find the note you want to remove and hover over it.
2. Click the Delete (trash) icon.

Caution

Deletion is immediate and permanent — there’s no confirmation step, and deleted notes can’t be recovered. If you’re unsure, edit the note instead.

Troubleshooting

Problem	Fix
The Save Note button is greyed out	The field is empty — enter some text to enable it.
Pressing Enter doesn’t save	Enter adds a new line. Press ⌘/Ctrl + Enter or click Save Note to save.
A note’s timestamp changed	The timestamp shows the last-updated time; it updates each time you edit.
You deleted a note by mistake	Deletion is permanent — you’ll need to re-create it.
Your edit didn’t save	Click Save (or press ⌘/Ctrl + Enter) to apply; Cancel or Esc discards it.

Related articles

• Read a holding’s detail page
• Read the holdings table
• Understand your holdings