Can I save text straight from a transcript?

Yes. Select a passage in a transcript or press release, or a block of cells in a company's financials, and save it into a note as a callout with a back-link to the source.

How are notes organized?

As books, chapters, and pages, with a notebook for every stock. A tabbed research library, standalone briefs, and a kanban board keep them arranged.

Workspace

Write your thesis next to the data

The Brief Equity workspace gives every stock its own notebook, kept in a research library. Capture passages and financials straight from the source into connected notes, link them with back-links, and organize everything as books, briefs, and a board.

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The Brief Equity research library listing a notebook for each stock with custom columns.

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Library, briefs, and a board

Keep a notebook for every stock in the Ticker Library, write standalone Briefs for a theme, a sector, or a macro call, and arrange your work on a kanban board by the stages you set.

The Ticker Library listing a notebook for each stock with custom columns.

Capture from the source

Select a passage in a transcript or press release and save it into a note as a callout. It lands with a back-link to exactly where it came from, and you can open the full note to keep writing.

Capture the numbers too

On a company's financials, select a block of cells and save them into a note. The figures land as a table you can write around, with the source intact.

A notebook for every stock

Open a notebook on any stock and write in books, chapters, and pages. Every captured passage keeps a back-link to its source, and you can link notes to each other, so your thesis stays connected to the evidence behind it. The notebook sits beside the stock, the chart, and the feed while you work.

A Brief Equity stock notebook with linked notes and back-links to the source.

Frequently asked questions

Can I save text straight from a transcript?: Yes. Select a passage in a transcript or press release, or a block of cells in a company's financials, and save it into a note as a callout with a back-link to the source.
How are notes organized?: As books, chapters, and pages, with a notebook for every stock. A tabbed research library, standalone briefs, and a kanban board keep them arranged.

One workspace

How it connects

Brief Equity isn't a stack of separate tools. This surface flows straight into the rest of the workspace.

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