INVESTMENT MEMOS

Turn research into an investment case you can review.

An investment memo should make the thesis, evidence, risks, assumptions and portfolio relevance explicit. EquityGPT helps organize that work into a reviewable decision document.

Answer-first: An investment memo is a structured record of an investment thesis, supporting evidence, risks, assumptions and decision context used to support investment review.

Build a portfolio Vibe Portfolio Management

CAPABILITIES

What this workflow brings together.

The public page explains the outcome first, then keeps the underlying financial methods, evidence and review path visible.

Thesis structure

Evidence summary

Risk factors

Assumptions

Portfolio role

Review context

HOW IT WORKS

From intent to reviewable output.

FinanceGPT should make complex financial work easier to express without hiding the evidence, calculations or control points.

State the thesis.

Summarize the evidence.

Identify risks and disconfirming information.

Describe the portfolio role.

Review before deciding.

EXAMPLES

Start with the work, not the module.

Company investment memoTheme investment memoPortfolio-addition caseRebalancing rationaleThesis review

EquityGPTConnect investment research to portfolio decisions.

Use company, thematic and investment evidence to support portfolio construction and review with EquityGPT.

EquityGPTAnalyse a company in the context of an investment decision.

Analyse company fundamentals, financial context, investment evidence and portfolio relevance with EquityGPT.

EquityGPTTurn investment objectives into a portfolio you can review.

Construct investment portfolios from objectives, constraints, research and risk considerations with EquityGPT.