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My Journal

Allows you to record journal entries related to companies, portfolios and other topics within one central location.

To access My Journal, Click Tools and Select My Journal

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Entering a Journal Entry
- Click Create New Entry button (Right of screen)
A New Journal Entry dialog box will appear.
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- Enter your Notes in the text box. (You can adjust the text font size, inc. hyperlinks, add tables using the top menu bar.)
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Adding Tags
A tag is a keyword or term you can assign to help describe a journal entry and allows it to be found again by searching the keywords or items.
On the right hand side we suggest you enter at least one tag into any of the 3 tag fields: 
Company Tags:
As you type a security in the Company tags box, a list of matches on partial company code and name will be displayed. Select the company from the drop-down list to tag. The tagged company will now appear in a blue label. e.g. CBAtagged.PNG
Portfolio Tags:
As you type text in the Portfolio tags box, a list of your portfolio's will appear in alphabetical order. Select a portfolio from the drop-down list to tag. The tagged portfolio will now appear in a yellow label. e.g. yell.PNG
Custom Tags: 
As you type text in the Custom tags box, a list of your existing custom tags that contain the text will be displayed. Select an existing tag from the drop-down list to tag or if it's a new custom tag, press the enter_key.PNG key on your keyboard to confirm new tag. The custom tag will now appear in a green label. e.g. bannkk.PNG
- Click Save to record new journal entry.

 My Journal page shown has two tabs:

  1. The By Tag, Date or Note tab (See below) displays any journal entries in order of last modified date that match specified tag, date and note filters. 
    myjournal.png

  2. The By Company tab (See below) displays a list of companies with journal entries on the left. Clicking a company shows all the journal entries for that company in order of last modified date.

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In both tabs, the table on the right lists the journal entries that match the filter criteria on the left.

The table on the right has the following columns:
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Last Update - Date and time the entry was last updated, i.e. the last time Save was clicked in the Edit dialog
Note - Rich text note.  If the note contains more than 350 characters, the remaining text is hidden on load. 'Show all' is displayed in the line below.  Clicking this displays the hidden text.
Tags - Company, Portfolio or custom tags that you have applied to the journal entry. These are displayed as coloured labels that indicates the type of tag. Green = Custom Tag, Orange = Portfolio Tag, Blue = Company Tag.
Edit button - Clicking this button, opens the Edit dialog box to modify the Journal entry.

Deleting a Journal entry

You can delete a journal entry by ticking the box on the left of the row, then clicking on the Delete button at top of screen.

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Tag Filtering
1.) By Tag, Date or Note tab
You can filter the list of journal entries by tags you have previously applied by clicking one of the following options: 
Click on one of the following options
- All - No filtering based on tag. Shows all of your journal entries.
- With tags for companies - Only shows journal entries that have a company tag where either:

  • The company is a Star Stock (Star Growth Stock, Borderline Star Growth Stock, or Star Income Stock),
  • One of the company’s securities is currently held in one of your portfolios,
  • One of the company’s securities is in one of your watchlists, or
  • There is in an alert for the company.

- The following company tag - Only shows entries that have the selected company tag.
- The following portfolio tag - Only shows entries that have the selected portfolio tag.
- The following custom tag - 
Only shows entries that have the selected custom tag. 

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- Last Update: You can filter the list of journal entries by the last update date e.g The past 30 days, click the drop-down arrow to select a different time period or custom date range.
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- Note containing: You can filter the list of journal entries to ones that contain keywords within the journal entries. 
   

- After you have refined your filter, Click to Refresh 
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2. By Company Tab 

Tick box at the top controls whether the list contains either:

  • (Unticked)- Companies tagged in any journal entries
  • (Ticked) - Companies tagged in journal entries with a latest updated date in the last 12 months.

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After you Click on a company, the contents of the list of journal entries change immediately on the right.

My Journal can also be accessed from the 9 Golden Rules screen, Portfolio Manager and Watchlist Tool.

9 Golden Rules screen
Access My Journal by clicking on the Journal Icon from the top grey toolbar.

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Portfolio Manager
 

Access Journal entries related to the selected portfolio by clicking on the Journal tab.

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Also under Securities tab, a Last Journal column has be added to the right of the Alerts column.
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Clicking on the Last Journal date ddate.PNG icon, opens a list of journal entries for the select company. 

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From this screen you can edit existing entries by clicking the Edit button, add a new journal entry by clicking New Entry or open the My Journal tool by clicking Open My Journal Tool

You can also access existing Journal entries or create a new entry directly from a security screen. (see image below)

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Watchlist Tool

Access My Journal by clicking on the Journal Icon from the top grey toolbar. 

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Also under the Growth, Income and Daily views, a Last Journal Entry field has be added. (Please, move scroll bar to the far right to see field)
Clicking on the date opens a list of journal entries for the select company. 

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