Give your share research a permanent home
Notes scoped to individual ASX shares, with links back to the announcement, report, or article that informed your thinking.
The problem
Your research lives in browser tabs, a half-finished spreadsheet, and a notes app you last opened in March. When you need the reasoning behind a position, you cannot find it — and you cannot trace where a number came from.
How it works
- 1
Write the note against the share
Each note is scoped to the share it is about, so it sits with the position rather than in a general pile.
- 2
Link the source
Keep the announcement, broker report, or article attached, so you can always trace a claim back to where you found it.
- 3
Find it when it matters
Notes surface alongside the share when you open a hypothesis or review it again later.
Why it matters
Research you cannot retrieve is research you have to redo. Keeping the source attached matters more than it sounds — six months on, the difference between a number you can trace and a number you half-remember is the difference between acting with confidence and guessing.
Works well with
Review Log
Record a Pass or Interested verdict on any ASX share in about 30 seconds, with the reason attached, and schedule a re-review for the ones that are not ready yet.
Hypotheses
A structured investment thesis with a measurable target, the catalysts that would prove it right or wrong, and a lifecycle that runs from draft to a definitive outcome.