Notion Stock-notes For Equity Research & Asset Management

Take stock-notes that lasts

Discover the power of efficient and effective note-taking with our expertly crafted Notion template, designed specifically for investors, professionals in Equity Research and Asset Management. This is the result of 15 years of industry experience, meticulously developed and refined over 4 years of practical use in Notion.

Store all your notes from earnings releases, CMDs, profit warnings, events or just ad-hoc meetings with management. This system is easy to use, search, and always at your hand regardless of where you are.

Did they really say that last year?

Listing to a company presentation or talking with management you wonder; did they really say that at last years capital markets day? with this system its just a click away, if you are in a cab, at the office, or on vacation.

Consistency and simplicity is a winner

After taking notes from company meetings covering stocks for 15y a few things are clear. Those physical notebooks are useless. Unless I can access the notes right now and search for it, I dont have it. And it needs to be extremely simple to be used consistently.

Please reach out to velolab.x - gmail.com if you have any questions or feedback.