Technical Requirements

• This software is designed for use with the MetaTrader 4 platform and should be compatible with all builds.

• Recommended Minimum System Requirements:
  • Windows XP or newer (Windows XP/Vista/7/8/8.1/etc.)
  • 512 MB of RAM
  • 2 MB of free disk space
  • An internet connection of at least 36.6 Kbps

Installation

• Installation is fast and easy. Just run the setup file (TradeNoteSetup.exe) and follow the prompts – in most cases, you will NOT need to change any of the defaults, such as the installation directory.
  • If you downloaded the zip file, then you should extract TradeNoteSetup.exe from the zip archive prior to running it.

• Only one installation is needed per computer. TradeNote runs in the background, servicing all your MetaTrader 4 platforms.

• TradeNote should automatically start once installation is complete unless you uncheck ‘Launch TradeNote’ at the last prompt.

Registering the Program

The first time you run TradeNote on a new computer, you will be asked for registration details. If you are registering a trial, enter your email and check the box next to TRIAL. If you are registering a license, enter the email you used to purchase the license and the license key you received via email. If the TRIAL box is checked, uncheck it. Press ‘Register’ and the program should start.

If you registered a trial and you purchase a license, you can update your registration details by finding the TradeNote icon in the system tray, right clicking on it and selecting ‘Registration’:

Please note that if you run the program after you purchase a license or if your trial expired, a message will be displayed informing you that your trial has expired and it will ask if you wish to register the software. Select Yes and the registration window will open.

Uninstallation

TradeNote comes with its own uninstaller. There should be a shortcut to the uninstaller in your Start menu (Windows XP/Vista/7) named ‘Uninstall TradeNote’ inside the TradeNote folder. On Windows 8, this should be in your Start screen. If the shortcut is missing, you can run the uninstaller from the installation directory (typically, %ProgramFiles(x86)%\TradeNote\unins000.exe). If TradeNote is running, the uninstaller will ask you to close it before proceeding.

If the uninstaller is missing or not working, you can also use the Windows utility to uninstall a program. This utility can be found in the Control Panel, typically under ‘Uninstall a program’ or ‘Add/Remove Programs’ or something similar. It is important to exit TradeNote before attempting to uninstall it this way as uninstallation will likely fail if the program is running. You may also need to delete the shortcut in the Startup directory (typically, C:\Users\%%USER%%\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup) if ‘Run on Windows startup’ was enabled.

If all else fails, it is safe to simply delete the TradeNote directory (typically, %ProgramFiles(x86)%\TradeNote). You may also need to delete the shortcut in the Startup directory (typically, C:\Users\%%USER%%\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup) if ‘Run on Windows startup’ was enabled.

It is important to note that if you are moving to a new computer, you should run TradeNote’s built in uninstaller or use the control panel method because it will deactivate your computer if it is licensed. This is to allow you to switch computers without having to contact us to reset your license. An internet connection is required for the computer deactivation to occur automatically during the uninstallation process.

Running the Program

By default, TradeNote will run automatically in the background and will automatically be available to use when you open MetaTrader 4. If you have chosen to run the program manually (disabled ‘Run on Windows startup’), then simply click any of the TradeNote shortcuts (on your desktop, in the start menu or start screen, etc.) to start the program.

In most cases, that is it. You should now see the TradeNote window on your charts. By default, this will show up in the left hand corner of a chart. If you don’t see TradeNote on your charts, first try restarting MT4. If that doesn’t work, wait a couple of minutes to see if you receive an error from TradeNote about administrative privileges:

Please note that TradeNote and ALL MetaTrader 4 instances should be run with the same privileges. Typically, you do not need to worry about this. However, if for some reason one of your MetaTrader 4 platforms runs as an administrator, you need to run all of your platforms as an administrator. Otherwise, TradeNote won’t be able to sync between platforms running at different privilege levels.

NOTE: This may also be caused by renaming terminal.exe to something else. TradeNote will NOT work if you rename MetaTrader 4’s terminal.exe.

Exiting the Program

To exit TradeNote, find the icon in the system tray and select ‘Exit’.

There is also the option to ‘Stop’ the program. This is effectively the same thing as ‘Exit’ except stopping it will not exit the TradeNote process; rather, it basically tells the program to save data and go into an idle state. The ‘Stop’ item will then be replaced with an item named ‘Start’, which will be used to resume TradeNote. To simplify things, most users should use ‘Exit’ instead of ‘Stop’.

The User Interface (UI)

TradeNote initially appears at the left hand corner of a chart, but it can be dragged anywhere on a chart by holding left or right click and moving the mouse to the desired location. In the Hidden state, you must use right click for dragging. The user interface has three states:

Hidden – This is the default state when you first open a chart unless you select ‘Show on launch’ under Settings. Clicking ‘Show TradeNote’ will change the state to Shown.

Shown – This is the default state when your first open a chart IF you selected ‘Show on launch’ under Settings.

Expanded – This state is where you view, edit, and delete notes/reminders. You can resize any of the columns like ‘Subject’ by rolling your mouse over the separator until you get the icon with two arrows, then click and hold while you expand or shrink a column. Additionally, any column can be sorted by clicking the column header until you get the desired sort (ascending or descending).

As of version 1.2.0, you can also completely close the TradeNote UI by using the Close window button. When the TradeNote window is closed, you can still add notes and reminders, or re-open the TradeNote window by using the keyboard shortcuts.

 Adding a Note or Reminder

To create a new note or reminder, simply press ‘Add note’ or ‘Add reminder’, respectively. If the UI state is Hidden, then select ‘Show TradeNote’ first.

This will open a dialog where you can enter a subject, note, and date/time (24 hour clock.).

The date/time for a note is meant to act as a timestamp for when the note was taken and should only be changed for a reminder. However, this is not a restriction. If you want to change the time of a note (maybe to backdate it), then go for it. If you set the date/time for a note in the future, then you probably want to use a reminder. Press ‘OK’ when you are finished to save the note or reminder. The symbol and timeframe of the chart that you are working on will automatically be recorded and linked to the note/reminder.

If you want to move to a new line in a note/reminder, use CTRL + RETURN KEY.

For a reminder to be effective, the MetaTrader 4 platform should be open at the time of the reminder.

Note: The maximum length for a subject and a note is 31 characters and 160 characters, respectively.

Deleting Notes/Reminders

You can delete notes/reminders while the UI is in the Expanded state by checking the box to the left of the subject for the note(s)/reminder(s) you wish to delete and pressing ‘Remove selected’. There is also a ‘Select/Unselect All’ button that you can utilize. Additionally, if you have a note selected, pressing the Shift key will check/uncheck the note/reminder. This makes it easier to go through notes/reminders one by one to delete old ones as you can utilize the up and down arrows to go through each note/reminder.

Searching Notes/Reminders

You can search notes/reminders while the UI is in the Expanded state by typing a search term in the box to the left of the ‘Search’ button and then pressing the ‘Search’ button. TradeNote will only search through note/reminder’s Subject and Note – the Symbol,Period and Date/time fields are excluded from the search. Additionally, the search is case-insensitive.

You will notice that the ‘Search’ button is now ‘Clear’ – press this to clear the search before entering another search term or to exit the search results.

Note: The maximum length for a search term is 31 characters.