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Comments let you attach notes to key entities in your portfolio. They are visible to all workspace members who have access to the portfolio.

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Where Comments Appear

You can comment on four types of entities:
EntityWhere to find it
SnapshotsClick any data point on the Performance or Overview charts
AccountsChat icon on each row in the Accounts list, or “Add comment” on an account detail page
StrategiesChat icon on each row in the Strategies list, or “Add comment” on a strategy detail page
Manual PositionsChat icon on each manual position card

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Chart Comments

On the Performance and Overview pages, data points that have comments are marked with a diamond indicator on the chart. Click any data point to expand the tooltip and view or add comments for that snapshot.

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Adding a Comment

  1. Click the comment trigger — either the chat icon on a list row, the “Add comment” button on a detail page, or a data point on a chart.
  2. A comment popover opens showing existing comments and a text input.
  3. Type your comment. You can use mentions to reference other entities:
    • @ — mention a workspace member
    • $ — mention an asset in your portfolio
    • # — mention an account
  4. Submit with the Send button or press Cmd+Enter (Mac) / Ctrl+Enter (Windows).
Mentions appear as clickable badges in the comment — asset and account mentions link directly to their respective pages.
When typing a mention trigger character (@, $, or #), an autocomplete dropdown appears with up to 6 suggestions. Use the arrow keys and Enter to select.

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Editing & Deleting Comments

Hover over one of your own comments to reveal the action menu:
  • Edit — updates the comment content in place.
  • Delete — permanently removes the comment.
Only the comment author can edit or delete their comments.

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Notifications

When you @-mention a member in a comment, they receive an in-app notification. Entities with unread mentions show a red dot on the comment trigger, making it easy to spot where your attention is needed.