The best thing about the new Beta trading notes is the ability to preview and edit

The new design of the trading notes is very sleek now, and the most helpful update is the preview and edit features. In the past, there is no way to see what we are about to add to the post until it is in the post. This causes a lot of adding, finding that the selection is wrong, deleting, adding another one, finding out that is wrong as well, deleting, and it continue for a long time. In the new beta system, we now can preview what we are adding, before adding it in. Furthermore, we can edit before adding it too. Saving us a lot of time.

Some issue is that it is not showing all my trades. As I was recently converted into the universal account, my old US account is deactivated and all the trade data are not migrated over. Thus, I can't create post on them now, even though the tickers are selectable in my list It shows that data is not available, and all my trades aren't showing in the transaction stats.

Some suggestion for improvement is that

1. for the select symbol list, to be ordered by alphabetically. This is because I'm an active options trader and there will be tons of options in this list. Currently, the order is all over the place and makes it hard to find.

2. for the transaction stats if we edit them to select certain stocks it will be good too. This allows us to make a strategy review for certain stocks easily for the entire period. For example, I would like to do a yearly review my trade on NIO that uses both covered call and cash secured PUT, while holding the stock. As there are a lot of trades just for one ticker, so using the transaction stats which summaried all the trades into 1 summary view is so much easier to track as compared to adding hundreds of trades into one post.