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.