OK, I pulled all my notes from Joplin and put them in Obsidian. I’m starting to do something? with my trading notes; it may be a bit lame at first, but hey it’s a start. I expect it will morph a lot. Here are some questions I am dealing with:
Folders: My Joplin notes were organized by quarterly notes. Within each note were daily comments on trades, with asset, account, time, entry type, exit type. There was no real reason to organize notes by quarters, it just seemed convenient. How do you organize your folders/notes for trading?
Tags: I did not use tags in Joplin, but I am now tagging the asset, setup, entry, exit. Should I be using links instead of tags?
Dates & Times: Is there an easy way to insert a date/time in Obsidian? Joplin had a nice little button for that, don’t see one in Obsidian. Should I tag dates?
Profit & Loss: I’m debating if I should track P&L for each trade, in the event that a math plugin is added at some point. It would be cool to keep a running cumulative P&L graph in Obsidian.
Here’s a typical entry for a day:
Friday, July 30, 2021
- Markets down this morning as #AMZN and #PINS had disappointing [[earnings]]. Recovered later, then bounced around.
- #KNBE - 7:33AM - #Account - #ANTS setup, bot 5% position. This is [[IPO]] so limited position to 5%.
The earnings and IPO links are empty at the moment. They are both pretty key for trading, so I added the links. Not a clue how I will use them yet.