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suri.ChartNotesfor TradeStation 9+

suriNotes.com

●Chart Notes and Journals for Ideas/Setups

●Notes on any Chart, any Bar, anywhere

●Pin Chart notes to any time-frame bar

●Edit and Moveable Chart Notes

●Daily Journal/Notes on a Single Page

●Scroll Symbol list (Auto Scroll with Delay)

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suri.ChartNotes Manual 2015 ALL RIGHTS RESERVED

No part of this document may be reproduced or transmitted without theexpress written consent of the suriNotes.com or Suri Duddella.

This document relies on sources and information reasonably believed to beaccurate, but neither the author nor publisher guarantees accuracy orcompleteness.

Trading is risky. You are 100% responsible for your own trading. suriNotes.com orSuri Duddella, specifically disclaims any and all express and implied warranties.Your trades may entail substantial loss. Nothing in this document should beconstrued as a recommendation to buy or sell any security or other instrument,or a determination that any trade is suitable for you.

The examples in this document could be considered hypothetical trades.

The CFTC warns that:

HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS, SOME OF WHICHARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR ISLIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE AREFREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THEACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OFTHE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GENERALLYPREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOTINVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELYACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THEABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAMIN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECTACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETSIN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICHCANNOT BE FULLY ACCOUNTED FOR IN THE PREPARATION OF HYPOTHETICAL PERFORMANCERESULTS AND ALL OF WHICH CAN ADVERSELY AFFECT ACTUAL TRADING RESULTS.

COPYRIGHT © 2015 – suriNotes.com

Charts are created by TradeStation Software from TradeStation Securities.

Published in the United States of America

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ChartNotes Controls

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suri.ChartNotes is an annotation tool for TradeStation charts to add and edit ideas/notes.Chart Notes and Journal notes can be added to any symbol charts at any locations in alltime-frames. These Chart Notes are saved and retrieved when a chart is opened andpresented during trader analysis.

Chart Notes and Journals help traders to review their chart observations, analysis, ideas orconcepts at any time. Both Journal notes and Chart Notes are Date and Time stampedand presented in an easy to read format next to a symbol based chart. In addition, ChartNotes are location specific notes as they are presented (optionally) on the chart.

ChartNotes Overview

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Journal NoteA Journal note is a detailed comment or analysis. A Journal can be small observationto narrations of equivalent to a log file. It can be a record of the daily run, such asobservations, price changes, anomalies, or other events with full details. Journal notesare only displayed in Journal window. Journal notes identified by “J” followed by its IDnumber like J1, J2, J3..

Journal Note format:

(Journal NoteID, Chart Time Frame) Date/Time Stamp

* Journal Note

Chart NoteA Chart note is a brief description that can be specific to a full chart or could bespecific a single bar condition or an action item for group of bars. Chart notes can beplaced on any location of price chart (main graph). These notes can beedited/modified and moved to a new location. They can also be deleted from chartsand the storage.

Chart Notes are identified by “C” followed by its ID number (like C1, C2, C3, C4…) andit is (optionally) followed by full note on the registered location on chart.

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Auto ScrollerChartNotes application features a slide-show operation to traverse through a list ofsymbols from symbol list (_symbolList.xml file in C:\suri\notes directory. Symbols from thislist will be loaded into Symbols drop down box. Next (>>) or Previous (

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Installationsuri.ChartNotes is available from TradeStation Appstore. Subscribe tosuri.ChartNotes indicator from TradeStation AppStore and follow installationinstructions. Once the indicator is subscribed, you can insert suri.ChartNotes inany chart. Please see on how to create notes directories and symbol list file.

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Chart Notes DirectoryChartNotes are saved in C:\suri\Notes directory. ChartNotes are built into eachsymbol xml file, like GOOG.XML, FB.XML, ESM15.XML. These files are XML basedand have a custom format to save symbol notes. You can delete these files butfor manual editing files, caution is required.

Creating DirectoriesWhen first installed, users need to create these directories manually.

1. Create C:\suri directory

2. Create a Sub-Directory under c:\suri called Notes. You should seeC:\suri\npotes directory

3. Build a Stock Symbol List (_symbolList.xml) inside C:\suri\notes directory

4. You can also copy supplied _SymbolList.XML file for list of stocks.

Directories on User PC (C:\suri\notes\)

mailto:@ES.XML.

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Symbol List fileA Symbol list file (_symbolList.xml) is user customized list of market symbols. This list is usedtor traversing charts forward/backwards or used in auto-mode. This sorted symbol list ismanually built by traders. Using the symbol list, the symbols are automatically loadedinto the Symbol Dropdown box. Chart refresh uses delay (from drop down box) to Auto-Refresh (in seconds) the charts.

Symbol List is ASCII based text file and can be easily created in any text editor ornotepad. Enter each symbol per row. Here is an example of file.

_SymbolList.xml File ChartNotes application

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ChartNotes Parameters

ShowChartNotesID: TRUE/FALSE

Turns On/Off ChartNotes ID (C1, C2, C3..) On charts

ChartNotesColor: BLUE

ChartNotes Color to display

ChartNotesFont: “Calibri”

ChartNotes Font Name

ChartNotesFontStyle: 1

ChartNotes Font Style: 1= Bold, 2=Italic, 3=Regular

ChartNotesFontSize: 11

ChartNotes Font Size:

MaxChartNoteWidth: 30

Maximum Chart Note width (characters per line)

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Usage

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New Chart NotesTo add a new chart note, select [New] checkbox in Chart Notes window. This will prompta cross-hair marker on the chart. Click any specific location on the chart to open ‘NewChart Note window’. Enter a note in the text window and click [Save] button. Your notewill be saved in the Chart notes file (symbol.xml) with date/time stamp in c:\suri\notesdirectory. It will automatically increment chart note id and show chart note ID (C1, C2,C3…) on the chart with full note. If you have selected to see [Full Note] checkbox, you willsee full note displayed along with the Chart Note ID ex: C14: Bullish Trend change.

1. Select [New] on Chart Notes Controls.

2. A CrossHair will be shown for note location on the chart.

3. Click any where on the price chart to prompt ‘New Chart window’.

4. Enter a new Note

5. Click [Save] to save the note.

6. Click [Cancel] to cancel the note.

7. A new note will appear at the CrossHair location and also it will appear in theJournal window.

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Editing Chart NotesTo modify or edit a chart note,

1. Deselect [New] check box, if in new note mode.

2. Select a note Chart note from Chart. (Either click on chart note id or full chart note).This will prompt an ‘Edit Chart Window’ with the selected note displayed.

3. Change/Modify the note.

4. Click [Modify] button.

Deleting a Chart Note

To delete a chart note,

1. First select the note from chart.

2. Click [Delete] button.

Moving a Chart Note

To move a chart note a new location,

* TradeStation Chart must be in Background Dragging Mode*

1. Select the note with mouse and move to a new location (on main graph).

2. Click [Modify] to save new location.

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Journal NotesA Journal note is a detailed comment or analysis. A Journal can be smallobservation to narrations of equivalent to a log file. It can be a record of the dailyrun, such as observations, price changes, anomalies, or other events with fulldetails. Journal notes are only displayed in Journal window. Journal notesidentified by “J” followed by its ID number like J1, J2, J3..

Journal Note format:

(Journal NoteID, Chart Time Frame) Date/Time Stamp

* Journal Note

Entering a Journal NoteTo enter a journal note, enter a note in the new Journal window. Press [Save]button to save the journal. The save note will appear in the Historical Journal notewith its ID and Time-Stamp. Currently journal notes cannot be edited or deleted.

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Today’s Notes (Date based Notes)Collection of Chart Notes can be viewed based on a date. When a user saves journalsor Chart Notes on various charts, they are scattered in various notes files. To see allnotes collected for any date on a single page, this feature can be used.

Click on [Today’s Notes] button (from Journal Window) to see notes collected on thatday (date). This will present a larger window with all notes saved on that date. You canalso change dates to see notes collected on that date.

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Symbol NotesSymbol Notes are all notes (Journal and Chart) combined and presented in an expandedwindow. To view symbol specific notes in an expanded form, click on ‘E’ from Journalwindow.

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FAQ

1. I cannot move a chart note to a new location.

Chart notes can be moved when chart is enabled with ‘Background Dragging’mode. This mode will allow traders to select a note and move to a new location.Once a note is selected user is a presented with ‘Edit window’ and selected note.After moving to a new location, save the new location by clicking ‘Modify’ button.

2. Some ChartNotes do not appear on my Chart?

Chart Notes are specific to a chart and to a specific time-frame. If you entered andsaved a chart note on a 5m chart and opened same symbol chart with a differenttime-frame (like 1 min), the note will not be displayed. But this note is still visible inJournal window (with date/time stamp).

3. Can I edit or modify XML Note files manually?

ChartNote files are located in C:\suri\Notes directory. Notes files are ASCII based text files (symbol.xml) with in a customized format. It is highly recommended to NOT edit these files.

4. Can I delete XML Note files?

Yes, you can delete XML note files. When a new chart is opened, a new notes file will be created.

5. Maximum number of Notes allowed per chart

If a chart exceeds maximum number of notes allowed (200), archive or delete old symbol.xml file in C:\suri\notes directory. ChartNotes application will create a new file when a chart is opened.

6. What are ALLNotes_xxxxx.xml files?

All date based notes (allNotes_xxxxx.xml) are collected in its own files for quick retrieval. These files are saved in the same directory as C:\suri\notes directory.

7. I do not see any ChartNotes controls on my TradeStation?

Current suri.ChartNotes is compatible with TS 9.1 version only. It will be updated for the TS 9.5 version.

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See Archives, Videos and Research pages for additional charts

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What’s Next?

There are few amazing features we’ll be working on for the next versionof suri.ChartNotes. Wait and See…

We welcome any suggestions and comments.

Suri DuddellasuriNotes@gmail.comhttp://www.suriNotes.com

mailto:suriNotes@gmail.comhttp://www.suriNotes.com

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