Entering a reason for taking the position

English Transactions
1

Hi!
I want the ability to enter the reason why I took a position.
I have tried to use the note function when I enter the Buy, but I don´t
see it when I have sold the position under Trades.

Is there a solution to see a note from the Buy via Sell to the completed
trade?

Best regards,
Leif Axelsson, Sweden

2

Usually people take position in security, so you can record a note on security. If you want to record notes on specific trades, that’s a bit challenging, because PP may combine multiple buy transactions in one trade. That’s apparently the reason why sell transaction’s note is used for the closed trade. (For open trade, last buy transaction’s note is apparently used).

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