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Create a multimedia investment note

Investment notes help you define and monitor strategies, keep research handy, manage due-diligence documents, and store any investment-related file — all linked to a specific asset or portfolio and tagged for easy retrieval.

Notes support enriched text, images, videos, and PDF, Word, or Excel attachments.

Steps

  • Select Notes in the menu, then click Add new.
  • Fill out the fields, attach documents, link the note to an asset, and tag it as desired, then click Add new.

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