Keeping Notes with the Information View

The Information View allows you to store notes associated with individual groups and data series. In addition, the Solution Service uses the Notes Section to display commentary about the service and particular models.

Adding, Editing, and Deleting Notes

The Information View displays the information associated with the currently selected group or data series in the Portfolio View. Because of this, the notes kept in the Information View are associated with the currently selected group or data series.

To add a note for the current selection, press the Add Note button. This will add a new, empty note to the top of the notes section. It will also place the cursor in the empty note so that you can begin typing.

Ä    Note: See below for more information on entering notes.

To edit a note after you have entered it, press the Edit button on the heading for that note. Again, this will place the cursor in the note so that you can begin typing.

Ä    Note: Solution Service commentary can only be edited by NeuroDimension.

To delete a note you no longer want to see displayed, press the Del button on the heading for that note.

Ä    Note: Deleting a Solution Service commentary will cause that note to no longer be displayed, even if it is updated. However, later Solution Service commentaries for the selected group or data series will continue to be added.

&  For more information about the Solution Service, see The TradingSolutions Solution Service.

Entering Notes

After pressing the Add Note or Edit button, you will be able to modify the contents of a note. While entering notes, most keystrokes will be entered directly into the note.

The following keys have special meanings when entering notes:

·      Escape

The escape (Esc) key will undo any changes you have made to the note and exit from edit mode.

·      Enter

The Enter key will store any changes you have made to the note and exit from edit mode. To insert a carriage return into a note, hold down the Shift key while pressing Enter.

&  For more help with the Information View, see Tracking Data with the Information View.