Taking Notes
Meeting notes and My Research are free-form structured markdown (.smd) under each company folder.
| Folder | Best for |
|---|---|
meeting_notes/ |
Formal write-ups — management meetings, analyst calls, theses |
my_research/ |
Scratchpads and working deep-dives |
analyst_reports/ |
Third-party / sell-side PDFs and reports |
Opening Meeting Notes
- Select a stock and press O (or the Meeting Notes button in the sidebar).
- Browse existing notes or create a new one.
Agent context
Add an open note to the agent panel so questions reference the note you're working on. The agent can also create or edit notes in your workspace when asked — see the taking_notes skill.