Switching type keeps everything you have typed — subject, note,
tags and attachments carry over. Only the fields change.
Company name is optional. Leave it blank and
it resolves from the ticker — from names you have entered before, or
later in Admin.
Defined in Admin. Ask EJ to add one if it is missing.
Optional. Private companies use a
P. prefix — P.SECURITIZE. These become
links on the theme page.
Be explicit — the subject is the trade.
BUY 1.5% NAV of MSFT. It is what a report row shows.
When to ask whether this call was right. Not the Review
Queue — that is the Review date below.
Markdown passes through. Paste an image with Ctrl+V to attach it
at the cursor.
Leave blank if this note does not change your target. Blank is not
zero, and does not clear a previous target.
Bias is your lean on the name, not a confidence score. Click a
second time to clear it. A review date puts this record in the Review Queue on
the Reports page — use it for catalysts, a rulemaking deadline, an
expected disclosure.
Add a tag manually
Drop files here, or click to browse
Files are copied into this record's folder and listed in
attachments. Ctrl+V an image anywhere on the page and
it lands here and at the cursor in the note.
Import a drafted note
Different from Attachments. This takes
text — a record drafted in Claude, or an email header block —
and loads it into the fields above so you can check the tags and the action
before anything is written. It cannot carry files; those go in the drop zone.
Nothing is saved until you press Save.