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best investment research notes taking tools


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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.

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