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The Explorer on the left is your research tree. There is no fixed structure: one watchlist, fifty, or none. Folders by sector, by theme, by conviction, or by whatever maps to how you actually think.
Explorer tree with folders, companies, and notes nested freely

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What goes in the tree

Three kinds of items, freely nestable:
  • Folders: containers for anything, including other folders.
  • Companies: a ticker; opens the company dashboard and can hold notes of its own.
  • Notes: markdown documents; see Notes.
Folders, companies, and notes carry the same colors in the tree that their mention chips carry in chat.

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Adding items

Select the + button in the explorer header or right-click a container, then choose Add Company, New Note, or New Folder. Adding a company opens a live search: type a ticker or company name and pick a result or press Enter. The ticker is validated before it lands. Shortcuts: Cmd+Shift+O adds a company, Cmd+Shift+D creates a note. See Keyboard shortcuts.

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Moving things around

  • Drag and drop: drag any row into a folder or company. Multi-selected items drag together.
  • Multi-select: Cmd-click to toggle, Shift-click for a range, Cmd+A for everything.
  • Rename: press F2 or use the context menu.
  • Keyboard navigation: arrow keys move and expand/collapse; Enter toggles a folder.

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Archiving

Stop following a company without losing a single note: choose Archive from the context menu, or drag items onto the Archive section at the bottom of the explorer. Archived items keep everything and can be unarchived from their context menu. They are excluded from @-mention suggestions but remain reachable under .

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Deleting

Delete in the context menu (or the Delete key) removes the selected item along with everything inside it: a folder takes its companies and notes with it, and a company takes its notes.
Deleting cannot be undone, and a deleted note’s version history goes with it. When you only want something out of the way, archive it instead.
The search icon in the explorer header searches companies and notes already in your tree: tickers, company names, note titles, and note bodies. Click a result to open it. To add a company you don’t have yet, use Add Company or a $ mention in chat.
A warning-colored dot on a note means the analyst has proposed an edit awaiting your approval; parent folders show a dimmed dot so proposals are findable from anywhere in the tree.