Matrix: one record per company
Every company you cover gets one record. Concalls, AGMs, broker reports and management 1:1s land in it with the analyst’s notes and the PM’s comments, so the record is the place the desk goes first.
Where a company’s research lives today
In six places at once
The concall note is in a notebook, the broker PDF in an inbox, the CFO meeting in a WhatsApp thread and the model on someone’s laptop.
In one analyst’s head
Ask what the desk last heard from management and the answer depends on who is in the office.
Nowhere, for the names nobody touched
A stock can go two quarters without a meeting and nobody notices until the results surprise.
How a desk runs on the Matrix
Cover
Load the coverage universe by sector and analyst. Every name gets a row.
Log
Each concall, AGM, broker report, plant visit or 1:1 is logged to its row in about two minutes, with notes and files.
Discuss
PMs and colleagues comment on the entry itself, so the conversation stays with the evidence.
Review
Blank cells show research nobody did; the by-analyst lens shows who did what this quarter.
What the Matrix gives the desk
A process tracker
Stocks down the side, kinds of research work across the top. A filled cell is work done; a blank one is a gap you can see.
A source of truth
Open any cell for its timeline: the concall notes, the broker report, the 1:1 write-up, the internal comments, in order.
Internal notes beside external research
Your analyst’s read of the concall sits next to the transcript and the sell-side note, so the desk sees what it thinks as well as what was said.
The same grid by analyst
Switch the lens to see each analyst’s coverage and activity, which is how PMs and fund managers check the work without asking.
Coverage that cannot go quiet
Needs You lists names with no meeting, concall or AGM in months, and ideas waiting on a PM decision.
Built around the research calendar
Results season, concalls, AGMs, NDRs, plant visits and management meetings are first-class events, booked ahead on the calendar and logged when they happen.
Asked by investment teams
Which kinds of research work does the Matrix track?
One-on-ones, plant visits, conferences, group meetings, calls, concalls, annual reports, broker reports and AGMs. Each is a column, and each entry carries notes, attachments and comments.
Can a PM see one analyst’s work only?
Yes. The by-analyst lens and the Command Center filter to a team or a person, so a PM can review a week of one analyst’s work in a few minutes.
What happens when an analyst leaves?
Their entries, notes and files stay on the company records they belong to. The next analyst inherits the full history of every name.
On the record.
Bring your coverage list and we will load your Matrix before the call.