# Matrix: one record per company

> The Matrix tracks every piece of research work against every company you cover: concalls, AGMs, broker reports and management 1:1s, each with your analysts’ internal notes and comments.

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

1. **Cover.** Load the coverage universe by sector and analyst. Every name gets a row.
2. **Log.** Each concall, AGM, broker report, plant visit or 1:1 is logged to its row in about two minutes, with notes and files.
3. **Discuss.** PMs and colleagues comment on the entry itself, so the conversation stays with the evidence.
4. **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.

## Questions

### 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.

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