Analyst Note Templates now available

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.

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