Notes may be entered and saved for any fund, stock, or other type of security.
To create notes, right-click on the security in an investment list or research universe, click on Notes, then New Note to open the Notes Editor window. Enter a title and note content, then click Save.
An individual note can be up to 6000 characters in length.
Notes for funds are saved at the fund level. Multiple share classes of the same fund share the same notes.
Multiple notes may be created for the same security, by associating each note with a different effective date. The effective date can be changed by clicking the calendar button in the Notes Editor window. You may view previous notes for the same security by selecting a different date from the Effective Date dropdown list.
Notes may be printed directly from the Notes Editor window, or by right-clicking on the security and selecting Notes > Print Note. Notes are not yet available for inclusion in reports.
A list of all notes which have been created is available in the Workspace area. Click on Workspace in the left panel of the main window, then Notes. Notes can be created, edited, deleted, or printed from this page.
Notes may also be shared with or sent to others from the Workspace > Notes page.