Notebook and notes

The Notebook is where you keep your own research: a note per stock, your thinking as it develops, and how the stock has moved since you wrote it.

Writing a note#

Select New note, attach it to a stock, and write. Writing notes is free, up to 10 notes.

On Pro, a note can also carry four structured sections: Thesis, Risks, Valuation and Sources. The first sentence of your thesis becomes the note's pull-line, shown wherever the note is referenced. On Free, these sections stay visible if you already wrote them while on Pro, but you cannot start new ones.

Every note keeps its revision history, so you can see how your thinking on a stock changed over time.

One-tap thoughts#

Alongside full notes, you can capture a single thought against a stock in one tap: a quick line, tagged to that stock and to where it came from. DocStoX sorts each thought by the words you actually used, for example marking it as a concern because you wrote "worried" or as something to check because you wrote "need to verify". Nothing is reworded: DocStoX only labels what you wrote, it never rewrites it. A quote saved from DoXy is always marked as DoXy's words, never presented as your own.

Insights#

The Notebook shows what has happened to a stock since you started a note on it and since you last reviewed it: the price move, and how that compares with the market benchmark. This is read-only arithmetic on stored prices, laid next to your own writing, not a recommendation.

Searching your notes Pro#

Cross-note search, so you can find every note that mentions a company or a theme, is a Pro feature.

Exporting your notebook#

Export every note and every thought you have written, as Markdown or JSON, from the Notebook page. Export has no tier restriction and no cap: whatever you have written, including notes you have deleted, is included unless you choose to exclude deleted notes.

• Research sessionsWhere your DoXy conversations live, alongside your own notes.