Your research,
in one place.
A watchlist tells you which companies caught your attention. A research worksheet records why—and what you still need to understand.
CSV format. No email required. Open it in Excel or import it into Google Sheets.
What to record
- The business: what it sells, who pays and which competitors matter.
- The evidence: links to filings, dates, reporting periods and the facts supporting your view.
- The questions: what is unclear, what might go wrong and what would change your mind.
- The follow-up: the next event or source you want to review.
How to use it
- Download the file and open or import it as a comma-separated spreadsheet.
- Replace the clearly labelled example row with your own company.
- Keep facts and interpretations separate. Add the original source and date for each important claim.
- Revisit the sheet after new results or a meaningful business change.
The worksheet does not contain live prices, formulas, brokerage connections or a Stocker import feature. It is a simple research organizer you control.
For a guided starting point, read how to research stocks.