The AI-native workspace for equity research

Centralize your research. Compound your investment memory.

Edgebook organizes everything you write and collect — notes, theses, emails, documents — into one workspace per name or theme, with AI that answers from your own research.

Built by investors, for investors · Free to start · No credit card required

Your best research is scattered everywhere.

Notes live in generic note apps. Reports sit in disconnected folders. Research updates get lost in email. Thesis changes are buried in old memos.

Edgebook brings it all into a centralized, AI-native workspace that compounds into institutional knowledge you can search and track over time.

Fwd: MS — AI capex deep dive

research@… · PDF attached · unread

Inbox · 47 unread
OneNote — NVDA
GS_LLY_Initiate_Buy.pdf
Q1_call_transcript.pdf
META_thesis_2024.docx
8-K · earnings release

Research/

├ Notes/

├ Sell-Side/

└ Expert Calls/

COST margin math — where did I write that down?

fwd: expert call notes
Model_v14_FINAL.xlsx
ChatGPT · deep research
Claude · “bull case for LLY?”
Your edgebook
organized by workspace
NVDANVIDIA Corp
Q1 FY26 earnings review — DC mix
Jensen 1:1 — capex trajectory
MS: AI capex deep dive
LLYEli Lilly
ThemeGLP-1
ThemeAgentic Commerce
CollectionSell-side Calls

How it works

One system for the research you already do.

01 · Organize

One workspace per name.

Companies, themes, and collections — not folders. Each workspace holds the notes, thesis, and documents for that name, so context lives where you think. Link a note to every name it touches; it still keeps one home.

edgebook.app/tickers/NVDA
NVDANVIDIA Corp
NotesThesisAskCompany Docs
  • Q1 FY26 earnings review — DC mixMay 22
  • Jensen 1:1 — capex trajectoryMay 14
  • MS: AI capex deep diveMay 9
  • GTC takeaways & roadmapApr 30

02 · Write

A notebook built for equity research.

A canvas with the structure analysts actually use: categorized research notes, earnings templates, estimate grids, thesis memos, callouts. Slash commands, autosave, markdown underneath.

edgebook.app/notes/amd-q2-fy26-earnings-review

AMD — Q2 FY26 earnings review

Saved
Earnings ReviewJul 29, 2026

DC GPU carried the beat; client stays soft. Guide implies 2H acceleration on the MI ramp — watch supply commentary.

MetricQ2Avs. Sellside
Revenue$7.7B+3.9%
Gross margin53.1%+60 bps
EPS$0.92−1.8%
/

Insert

Earnings grid
Callout
Meeting note

03 · Capture

Everything flows in as a clean note.

Forward research email straight to your Edgebook address. Drop transcripts, decks, and reports, or paste a URL — each becomes a structured research note, classified and filed to the right ticker. You keep the signal, not the 40-page attachment.

Forwarded email

To: sr-4k7x@in.edgebook.app

Subject: Fwd: MS — AI capex deep dive

NVDA^MS_AI_capex_deep_dive.pdf
becomes a filed note
Sell-SideExternal source

MS: AI capex deep dive

Filed to NVDA · linked to AI Infrastructure

  • · Hyperscaler capex +37% y/y in FY26E; inference now 55% of spend
  • · Read-through: accelerator demand holds through FY27E

04 · Track

Theses that stay current.

A living thesis on every name — bull, bear, debates, KPIs. When new evidence lands, check it against your thesis: what confirms, what cuts against, what's new, with verbatim receipts. Every update joins the record.

edgebook.app/tickers/NVDA — Thesis

Thesis check — Q1 FY26 earnings vs. thesis

Supports

DC demand outpaces supply into FY27

“demand visibility now extends four quarters out”

Custom silicon compresses share by FY26

“TPU v7 volumes doubling off a small base”

New information

Sovereign AI pipeline doubled q/q — not yet in the thesis.

Save to evidence logDraft thesis update

05 · Ask

Ask your own research.

Query one name or your whole book. Answers come only from what you've written and saved, with citations back to the source note. If it's not in your research, Edgebook says so. And no two analysts get the same answer — the memory behind it is yours alone.

edgebook.app/ask

Ask

All workspaces

How has my view on AI capex durability changed this year?

Your stance firmed through the spring. January notes flagged digestion risk[1], but the Jensen 1:1 and the MS deep dive both point to demand visibility into FY27[2][3] — with sovereign AI the swing factor you haven’t underwritten yet.

[1]AI Infrastructure — Jan positioning note
[2]Jensen 1:1 — capex trajectory
[3]MS: AI capex deep dive

Starts with one analyst. Scales to the firm.

Edgebook works solo from day one. When you’re ready, shared edgebooks bring your team into the same memory — new teammates inherit years of context instead of a cold start, and the record survives turnover.

See Max pricing

Everything around the workflow.

Company Docs

SEC filings, releases, and earnings-call transcripts on tap — turn any of them into a note.

Earnings calendar

Upcoming earnings for every name you cover, in one quiet list.

Collections

Notebooks for event notes that span names — sell-side calls, expert calls.

The Library

Every note across every workspace in one grid — filter, pin, search.

Shared edgebooks

Invite your team into one shared memory, with roles and member management.

Bring anything

PDF, Word, PowerPoint, transcripts, URLs, email — all become notes.

Trust

Grounded, or silent.

Edgebook’s AI is built to be checkable — and honest about what it doesn’t know.

Cited or absent

Every answer carries citations back to your source notes. No citation, no claim.

Files never stored

Sources are parsed in memory and become notes. We keep your note, not the document.

Isolated by design

Your research is scoped to your edgebook and the people you invite.

Never trains models

Your research is never used to train AI models — ours or anyone else's.

Pricing

Your writing is never metered.

Unlimited notes, workspaces, and theses on every plan — forever. Credits meter AI actions only: turning sources into notes, asking questions, checking a thesis.

Free

For getting started.

$0

free forever

  • Unlimited notes, workspaces & theses
  • AI notes, Q&A & thesis checks — 50 credits/mo
  • Bring in 50 notes — Evernote, OneNote, Word
  • Company filings & events, view-only
  • Search across everything you write

Plus

For investors following their portfolio.

$12

per month, billed annually

  • Everything in Free
  • 250 AI credits a month
  • Full Company Docs (transcripts, earnings releases) and earnings calendar
  • Import up to 500 notes — Evernote, OneNote, Word
  • Multiple edgebooks & credit top-ups
14 days free

Pro

For analysts running a full research process.

$24

per month, billed annually

  • Everything in Plus
  • 800 AI credits a month — unused roll over
  • Email research straight into your notebook
  • Unlimited note import

Max

For teams building shared memory.

$89/seat

per month, billed annually

  • Everything in Pro Unlimited
  • Shared edgebooks — invite your team
  • Roles & member management
  • Dedicated onboarding + support
  • Compliance archiving + export

Larger team or need invoicing?

Every new account starts with 14 days of Pro — no card required. Cancel any plan anytime.

FAQ

Questions, answered.

Does the AI make things up?

It's built not to. Answers are grounded in retrieval from your own notes and theses, and every claim carries a citation back to its source. When your research doesn't cover a question, Edgebook says so instead of improvising.

Where does my research live — and does it train AI models?

In your edgebook: isolated, workspace-scoped, and yours. Your writing and sources are never used to train AI models — ours or anyone else's.

What can I bring in?

PDFs, Word docs, PowerPoint decks, plain-text and transcript files, pasted text, URLs, and forwarded email. Each becomes a clean, categorized note filed to the right workspace — the file itself is never stored.

Does Edgebook replace my terminal or data subscriptions?

No — it sits beside them. Terminals and portals are where you read the world's data. Edgebook is where your own work lives: the notes, takeaways, and theses that are actually yours. That's the part that compounds — and it's why the AI is different in kind. A terminal's AI answers every subscriber from the same corpus; Edgebook answers from your repository, so no two users get the same answer.

Can my team use it?

Yes — shared edgebooks on the Max plan. Start solo, then invite the team when you're ready: everyone writes into the same memory, with roles and member management.

What's a credit?

Credits meter AI actions only — turning a source into a note, asking a question, checking a thesis. Writing, organizing, and searching your research are never metered, on any plan.

Who builds Edgebook?

Former hedge-fund analysts and investors. We built the workspace we wanted on the desk: quiet, organized by names and themes, and honest about what the AI knows.

Something else on your mind?

Build institutional memory that compounds with every note.

Free to start. No credit card required.