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
Ask
This workspaceWhat’s the latest on Blackwell supply?
Supply-gated, not demand-gated — your Jensen 1:1 and the Q1 call both point to constraints easing only into FY27[1][2]
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.
research@… · PDF attached · unread
Research/
├ Notes/
├ Sell-Side/
└ Expert Calls/
COST margin math — where did I write that down?
How it works
01 · Organize
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.
02 · Write
A canvas with the structure analysts actually use: categorized research notes, earnings templates, estimate grids, thesis memos, callouts. Slash commands, autosave, markdown underneath.
DC GPU carried the beat; client stays soft. Guide implies 2H acceleration on the MI ramp — watch supply commentary.
| Metric | Q2A | vs. Sellside |
|---|---|---|
| Revenue | $7.7B | +3.9% |
| Gross margin | 53.1% | +60 bps |
| EPS | $0.92 | −1.8% |
Insert
03 · Capture
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.
To: sr-4k7x@in.edgebook.app
Subject: Fwd: MS — AI capex deep dive
Filed to NVDA · linked to AI Infrastructure
04 · Track
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.
Thesis check — Q1 FY26 earnings vs. thesis
SupportsDC 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.
05 · Ask
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.
Ask
All workspacesHow 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.
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 pricingSEC filings, releases, and earnings-call transcripts on tap — turn any of them into a note.
Upcoming earnings for every name you cover, in one quiet list.
Notebooks for event notes that span names — sell-side calls, expert calls.
Every note across every workspace in one grid — filter, pin, search.
Invite your team into one shared memory, with roles and member management.
PDF, Word, PowerPoint, transcripts, URLs, email — all become notes.
Trust
Edgebook’s AI is built to be checkable — and honest about what it doesn’t know.
Every answer carries citations back to your source notes. No citation, no claim.
Sources are parsed in memory and become notes. We keep your note, not the document.
Your research is scoped to your edgebook and the people you invite.
Your research is never used to train AI models — ours or anyone else's.
Pricing
Unlimited notes, workspaces, and theses on every plan — forever. Credits meter AI actions only: turning sources into notes, asking questions, checking a thesis.
Every new account starts with 14 days of Pro — no card required. Cancel any plan anytime.
FAQ
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.
In your edgebook: isolated, workspace-scoped, and yours. Your writing and sources are never used to train AI models — ours or anyone else's.
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.
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.
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.
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.
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?