Personal Investing

Research workflow wedge for thesis-driven personal investing.

Research workflow wedge

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.