What are Trading Notes? How can I export all my users’ Trading Notes?

Trading Notes are comment and explanations that can be added per each trade and order. Professors can see the reasoning of an action and the comments by adding a Note. To add/view a note, users can click on “Add/View Notes” in the Order History or Transaction History.screenshot321

To export all users’ trading notes, Professors can access the Class Summary Reports located under the Admin tab. An Excel file will be generated when the Professor click on “Export Trade Notes”.

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