A notebook is where you write down why you own something, with the evidence in the same place. Type your thesis, then press / to drop in a live block: a price chart, a financials chart, a metrics table, a valuation chart, a flow diagram. Every widget you can put on a dashboard is a block here too.
The blocks are live. They read the latest figures every time you open the notebook, so a thesis written in March still shows today's numbers, and one control sets the time period for all of them at once. Replace swaps a company for another across every block, which is how one note becomes a template for the next.
To start, pick one of six examples: a deep dive, an earnings review, a comparison of two companies, a valuation memo, a dividend review, and a pre-mortem that asks how the investment could go wrong.
When it's ready, Share it:
- Publish link gives it an address anyone can open. People without an account see the opening, and anyone signed in reads all of it, charts included.
- Download PDF lays it out as a document to save or print.
Notebooks are in beta. Join the beta to start one.