best investment research notes taking tools

[bakernanduru]

i have been struggling to keep up with the great notes and insights i find on several articles and threads on this forum. how do people do it?

[augustabound]

I like OneNote for that kind of thing, Evernote for articles.

 

[bakernanduru]

cool. do you use the notes to compare and modify your investment thesis consistently.

[augustabound]

Yeah for the most part, I just keep a running list of things and update as needed. Mostly just thoughts or facts that I want to remember.

Usually 1 note per company and a section for current ideas and a section of things I've passed on just in case something comes up again I can look and see why I passed, that's important. I used to keep a word document for each idea but I find that too much, the OneNote keeps everything together and it auto saves.

 

I've got a section for thoughts and strategies I've read from others, usually posters here and gurus.

[rukawa]

I use Onenote too. Its pretty great.

[Borgesian]

As others have already pointed out Microsoft OneNote is amazing for this.