Personal Investing
Research workflow wedge for thesis-driven personal investing.
Capture ideas, run research, draft the memo, and queue the next decision without cloning `JobHunt`.
The MVP starts narrow: intake, a lightweight board, a research workspace, a memo surface, and queued follow-up.
This page anchors the new vertical while the shared shell seams are being hardened. The workbench below is a real placeholder for the next product slice, not a new set of bespoke abstractions.
Intake first
Every idea starts as a single research record with source context and ownership.
Memo bound
Research notes, thesis, risks, and decision state stay attached to the same record.
Queue aware
Assistant suggestions and next actions remain visible in the same operating layer as other products.
Why this wedge
Start with one analyst loop, not a full portfolio system.
01
Capture ideas quickly
Open a new research record from a company, sector, or thematic idea before context scatters.
02
Work inside one record
Keep source notes, thesis, key risks, and next actions visible without jumping between tools.
03
Queue the next decision
Turn memo follow-up and diligence requests into visible, reviewable actions instead of side notes.
What ships first
A minimal shared-shell proof, not a portfolio platform.
- Idea intake with source and ownership fields.
- Board states for captured, researching, memo drafting, queued, and decided.
- Workspace sections for thesis, evidence, memo, and queued follow-up.