Using Research Notes
Add a short plain-text note to any company to keep your own research organized.
What this does
Research Notes let you jot down a short plain-text note on any company -- for example, 'Margin change -- revisit next quarter.' Notes are yours alone, attached to the company, and shown right on that company's page as well as in My Research.
How to do it
- Open a company's Research page.
- Scroll to Your notes.
- Type a note and click Add note.
- Edit or delete any note any time -- deleting offers a brief Undo.
What you'll see
Notes are plain text only -- no formatting, links, or attachments -- and are never read, summarized, or used by any part of the platform's research analysis. They're for your own organization only.