Bulk edit only. Records below load automatically
and the filters apply as you type.
Date
Type
Action
Origin
Ticker
Entity
Subject
Tags
Contributor
Pri
Rev
Add a theme
New themes appear in the Theme Entry dropdown for everyone
after the folder syncs.
Themes in use
Theme
Records
Tickers
Add a tag
Leave match terms blank to use the tag name itself.
normal matches subject or body, case-insensitive.
strict is case-sensitive — use for short acronyms like US, EV, RE.
ambiguous matches the subject only — use for ordinary English words
like Value, Growth, Power.
Tag
Match terms
Notes
Load a ticker list
Two columns: ticker and company name, in either order, with or without a
header row. Comma, tab or semicolon separated — a paste straight
out of Excel works.
Or paste the list
Merge is the default: existing tickers not
in the upload are kept. Replace drops them, which is what you want after
fixing a bad load and nothing else.
Preview
Nothing is written until you press Apply.
Ticker
Company
Records
Stored as _tickers.json beside
_config.json, so it syncs to everyone through
SharePoint. It is a convenience for the Entry page, not a source of truth
— a ticker missing from it still saves fine, the company name just
stays blank until someone fills it in.
Resolve blank company names
Records that carry a ticker
but no company name, where the ticker list knows the name. Rewrites
entity on those records and bumps the revision.
Config file
Stored as _config.json beside the
NOTES folder. It syncs to everyone through SharePoint. Only edit it from
this page, or by hand in Notepad when nobody else is editing.
Contributors
Name
Initials
Records
Initials go into note_id, which is
what stops two people colliding on the same subject on the same day.
Two contributors with the same initials would collide — flagged below
if that happens.
Actions
Action
Records
Fills the Action dropdown on the Entry page for everyone.
Adding a value is cheap — records written before it stay valid.
Removing one is not: records already carrying it keep it on disk and
will read back as a value that is no longer in the list, so a value in use
cannot be removed here. Values are lowercase by convention;
initiate add trim exit are treated as position
changes elsewhere in the app, so renaming those breaks the strategy
warning.
Strategies
Strategy
Records
Required on a Trading Log entry. Closed list on purpose
— free text gives you Direct US,
DirectUS and Direct U.S.
inside a month, and the grouping query is then worthless.