With the popularity of self-directed investing, more and more investors are relying on investing software to help organize their research notes and streamline their investment workflow. Having a good note-taking and organizing software can greatly improve an investor’s efficiency. This article introduces the top 3 best note investing softwares that investors should know about.
Evernote – most popular general purpose note app
Evernote is likely the most well-known and widely-used note app globally. It provides a full set of features for taking all kinds of notes, including text, attachments, web clips, audio recordings, etc. The notes are fully searchable even inside attachments. For investors, Evernote can be very handy for collecting investment research materials from various sources. It’s flexible tagging and notebook systems also allows investors to build their own filing systems to organize research on stocks, sectors, etc.
Notion – an emerging cross-platform note app
Although a relative newcomer, Notion is quickly gaining popularity as a versatile note-taking and knowledge management app. It offers even more structuring options compared to Evernote, including databases and relation views between pages. For investors, these advanced features make Notion a great tool for building customized workflows to analyze stocks and keep investment journals.
bear – focused note app for investors
Bear is a relatively lesser known, but highly focused note app aimed squarely at helping investors organize their workflow. It incorporates many convenient features tailored for investors, including stock tickers, market data, tag links between notes, and backtesting of investment rules and assumptions. For investors who want a specialized tool just for investment research instead of general note app, Bear provides compelling value.
In summary, while many general productivity and note apps like Evernote can be used by investors to some extent, dedicated investing software like Bear provides more convenience and customizations for organizing investment research notes and streamlining workflows. Investors should evaluate their specific needs and choose the best software that improves their efficiency.