Assign Notes within a Symbol List

Did you know Telemet Orion allows you to add free-text notes to any Symbol List?  For example, clients may add Proprietary Rankings; Buy/Hold status; Strategy Names; etc. to each company within an individual list.  The Note field can then be seen on any page as a column for that specific Telemet Symbol List.

1.  Go to Tools>List>Edit and select the Symbol List you wish to add Notes to

2.  Navigate to the Custom Fields tab.  Highlight Note under the Custom Fields box and click on Add so that Note appears in the Selected Fields box.

3.  Next click on the Field Values tab.  From this window, you may add your notes by highlighting the corresponding security in the Symbol List box and typing in the Note box.  Click OK when done with all security notes.

Note: The default for this field is 25 characters and can be increased to 30.  Each Note is restricted to the corresponding symbol list – not the security.