Journal
Where you keep the reasoning behind a trade or a thesis in your own words, with live figures, charts, and filings pulled into the text instead of screenshotted in.
A place to write down why you're in a position or considering one — the reasoning, not just the numbers — so you can check your thinking against what actually happened later.
Pull a price, a ratio, a chart, a valuation model, or a filing straight into the text as you write, so the evidence sits next to the argument instead of living in a separate tab.
Tag notes by ticker, theme, or setup so you can find the thread on an idea again without re-reading everything you've ever written.
Treat it as a running record, not a polished report — the value is in catching your reasoning change over time, not in how any one note reads.
Type `/` to insert formatting — headings, lists, a quote, a divider, an image, or a table.
Type `|` to pull in financial content — a price, a statement item, a ratio, a chart, a valuation model, a filing — or to drop in a button that opens another tool.
Add or remove tags from the editor header to place a note on the map for later search.
Search by title or tag from the notes list — the body text itself isn't indexed, so tag anything you'll want to find again.
Delete a note or an inserted block with its trash/close icon — there's no confirmation step, so treat it as final.