Where You Can Add Notes
Notes live on the detail pages, not on the dashboard cards—open a position’s full view to read or write them.
Writing a Note
- Click Notes to slide open the My Notes panel
- Click the + button to create a new note
- Type your note—up to 2,000 characters—and click Add
http or https become clickable, so a note can point at a Dune dashboard, a tweet, or your own docs.
Long notes stay tidy - Notes longer than a few lines collapse to a three-line preview with a Show More toggle, so a detailed journal entry doesn’t bury the rest.
Editing and Deleting
Each note has a pencil icon to edit and a trash icon to delete. Deleting asks for confirmation—it can’t be undone—while editing reopens the note in the same dialog you wrote it in.Who Can See Your Notes
Notes are private to your account:- They never appear on shared portfolio pages—a client or auditor opening your share link sees the portfolio, not your notes
- Guests browsing the demo view can’t create notes