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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

The 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.
Companies and notes carry the same colors in the tree that their mention chips carry in chat. Any container (the root, a folder, or a company) can hold any type.

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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 . The search icon in the explorer header filters the companies already in your tree; click a result to open its tab. To find companies 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.