Essentia Note makes investment journaling as simple as replying to an email, but its power lies in its ability to collect and securely store both structured and unstructured data about the investment process.

Essentia Note takes the work you are already doing and turns each idea into a dossier – and into data that can be seamlessly analyzed in Essentia Insight.

Connect process to outcome
Unlike traditional research management systems, Essentia Note connects the research process to the trading decision and P&L outcome. That means it’s easy to tell yourself and your investors the true story of any position from start to finish.

Essentia Note assumes you don’t want to log in to enter data every time you have a thought. It leverages the work you’re already doing, via email and Evernote, and proactively prompts you to review positions and make notes at crucial moments.