Structured note-taking is built into Analyst Notes by Calibre RMS.
Why Analyst Note Templates?
Analysts consistently address specific issues in a systematic way.
Analysts capture research in a structured way while also having flexibility.
Customised Note Templates encapsulate the way you analyse a company and capture only the sections that matter to your process.
Focuses analyst thinking on how events such as an earnings call impact the Investment Thesis.
To learn more, please visit https://www.calibreft.com/note-templates-for-analysts/