Help me in Finding a Better Way to Organize Investment Research Notes

Q&A: Questions & Answers
1

I am an investor who makes investment decisions based on my own research. I read annual reports, investor presentations, and conference call transcripts. During my initial research, I note down important points and expectations in a notebook.

The challenge comes when I need to review the company after the next quarterly results. While reading the latest conference call, I want to compare:

  • What management said in the previous conference call

  • What they actually delivered

  • What I had expected (for example, margins, growth, or capex)

  • How the actual results compare with those expectations

Doing this manually from my notes becomes very difficult and time-consuming.

Is anyone else facing the same issue? If yes, how do you manage and track management commentary, your expectations, and actual performance over time? I would greatly appreciate any suggestions or tools that can help.

2

Hi @Sipun_Mohanty you can give Google Notebooklm a try, the application it pretty good at tracking various notes and pdfs over time

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3

how granular do you go for each company and approx how many companies do you track?

4

I track 10-15 max companies and I really read concall line by line and annual report and quarterly presentations in very details

5

Have you tried Journalytic? Journalytic - an awesome tool to improve investment journey and get over behavioral biases

6

You can try Notion . It is free and lot of customisation is available as per your own convenience

If you are using Screener.. It is also having feature to note down your analysis.. You can try that also

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7

The screener one is a good new addition to the platform

8

I have not tried but I will definitely try.