Investment Report

Keep one research report per company — fill in the basics once, then add dated notes as you learn more, so your view of each company builds up in one place.

This tool helps you organize your own research notes. It does not provide financial advice.

How to use
  1. Add a company and fill in the basics — what it does, key numbers, and why you are watching it.
  2. In the list, click a company name to open its report. Click it again to fold it away.
  3. Whenever you read or notice something, add a short note to that company.
  4. Tag each note as Strength, Risk, Event or Idea, so you can see at a glance which way the evidence is leaning.
  5. Click the status badge to move a company through Watching → Candidate → Holding → Passed.
  6. Use "Copy report" to paste a whole report as plain text into a document or an email.

Your reports are private to you. They are saved in this browser, and synced to your other devices while you are signed in to CobbleWorks.

Your Reports

Backup

Export your reports as a file to keep a copy of your own, or to move them into another browser. Importing the same file twice will not create duplicates.