suriChartNotesV11

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suri.ChartNotes
for 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 the
express written consent of the suriNotes.com or Suri Duddella.
This document relies on sources and information reasonably believed to be
accurate, but neither the author nor publisher guarantees accuracy or
completeness.
Trading is risky. You are 100% responsible for your own trading. suriNotes.com or
Suri Duddella, specifically disclaims any and all express and implied warranties.
Your trades may entail substantial loss. Nothing in this document should be
construed 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 WHICH
ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS
LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE ARE
FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THE
ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OF
THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GENERALLY
PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT
INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELY
ACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THE
ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAM
IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT
ACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETS
IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH
CANNOT BE FULLY ACCOUNTED FOR IN THE PREPARATION OF HYPOTHETICAL PERFORMANCE
RESULTS 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 all
time-frames. These Chart Notes are saved and retrieved when a chart is opened and
presented during trader analysis.
Chart Notes and Journals help traders to review their chart observations, analysis, ideas or
concepts at any time. Both Journal notes and Chart Notes are Date and Time stamped
and presented in an easy to read format next to a symbol based chart. In addition, Chart
Notes are location specific notes as they are presented (optionally) on the chart.
ChartNotes Overview
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Journal Note
A Journal note is a detailed comment or analysis. A Journal can be small observation
to narrations of equivalent to a log file. It can be a record of the daily run, such as
observations, price changes, anomalies, or other events with full details. Journal notes
are only displayed in Journal window. Journal notes identified by “J” followed by its ID
number like J1, J2, J3..
Journal Note format:
(Journal NoteID, Chart Time Frame) Date/Time Stamp
 * Journal Note
Chart Note
A Chart note is a brief description that can be specific to a full chart or could be
specific a single bar condition or an action item for group of bars. Chart notes can be
placed on any location of price chart (main graph). These notes can be
edited/modified and moved to a new location. They can also be deleted from charts
and the storage.
Chart Notes are identified by “C” followed by its ID number (like C1, C2, C3, C4…) and
it is (optionally) followed by full note on the registered location on chart.
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Auto Scroller
ChartNotes application features a slide-show operation to traverse through a list of
symbols from symbol list (_symbolList.xml file in C:\suri\notes directory. Symbols from this
list will be loaded into Symbols drop down box. Next (>>) or Previous (<<) arrows to
traverse through the list. To load symbols automatically like a slide-show select Auto check
box. This will load symbols at a <Delay> (in seconds) frequency until the end-of the list.
Select/Deselect Auto mode to turn-on/turn-off the Auto mode.
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Installation
suri.ChartNotes is available from TradeStation Appstore. Subscribe to
suri.ChartNotes indicator from TradeStation AppStore and follow installation
instructions. Once the indicator is subscribed, you can insert suri.ChartNotes in
any chart. Please see on how to create notes directories and symbol list file.
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Chart Notes Directory
ChartNotes are saved in C:\suri\Notes directory. ChartNotes are built into each
symbol xml file, like GOOG.XML, FB.XML, ESM15.XML. These files are XML based
and have a custom format to save symbol notes. You can delete these files but
for manual editing files, caution is required.
Creating Directories
When 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 see
C:\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 file
A Symbol list file (_symbolList.xml) is user customized list of market symbols. This list is used
tor traversing charts forward/backwards or used in auto-mode. This sorted symbol list is
manually built by traders. Using the symbol list, the symbols are automatically loaded
into 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 or
notepad. 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 Notes
To add a new chart note, select [New] checkbox in Chart Notes window. This will prompt
a cross-hair marker on the chart. Click any specific location on the chart to open ‘New
Chart Note window’. Enter a note in the text window and click [Save] button. Your note
will be saved in the Chart notes file (symbol.xml) with date/time stamp in c:\suri\notes
directory. 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 will
see 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 the
Journal window.
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Editing Chart Notes
To 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 theselected 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 Notes
A Journal note is a detailed comment or analysis. A Journal can be small
observation to narrations of equivalent to a log file. It can be a record of the daily
run, such as observations, price changes, anomalies, or other events with full
details. Journal notes are only displayed in Journal window. Journal notes
identified 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 Note
To 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 note
with 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 journals
or Chart Notes on various charts, they are scattered in various notes files. To see all
notes 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 that
day (date). This will present a larger window with all notes saved on that date. You can
also change dates to see notes collected on that date.
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Symbol Notes
Symbol Notes are all notes (Journal and Chart) combined and presented in an expanded
window. To view symbol specific notes in an expanded form, click on ‘E’ from Journal
window.
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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 and
saved a chart note on a 5m chart and opened same symbol chart with a different
time-frame (like 1 min), the note will not be displayed. But this note is still visible in
Journal 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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CHART PATTERNS Description
Auto ABC Patterns Auto ABC patterns for all instruments, RT/EOD
Auto Gartley/Butterfly Gartley, All X5 Patterns in RT/EOD
Head and Shoulders H&S, Inv. H&S Patterns in RT/EOD, All instruments
Market Structures Market Structures for all instruments/time-frames
2B Top/Bottom Patterns 2B Top/Bottom Patterns with Trade Info.
Triangle Patterns Symmetric, Ascending and Desc. Triangles
SUPPORT TOOLS Description
Combined Market Internals Market Internals Indicators
SuperBars Market Trend PaintBars
Fib. Zone Pivots Fib. Zone pivots for Intraday Trading
Chart Simulator Chart Simulator
Volatility Zones Detects Intraday Volatilty Zones
Fib. Bands Plots Fibonacci Bands
suriNotes.com Products
For more information and detailed descriptions, please see PRODUCTs pages on
http://www.suriNotes.com website.
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 version
of suri.ChartNotes. Wait and See…
We welcome any suggestions and comments.
Suri Duddella
suriNotes@gmail.com
http://www.suriNotes.com
mailto:suriNotes@gmail.com
http://www.suriNotes.com
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