Investment analyst productivity tools/hardware
Hi all, this is my first year as an investment analyst, and I have 20-30 names in my portfolio (mostly public) in addition to new deal screens. Just wondering what kind of tools/hardware do you'all use to increase your productivity in aggregating/analyzing information/fillings?
For example, I like to put notes/highlight stuff on earnings call transcripts/sell-side reports, 10Qs, and 8Ks, but printing them all out and storing them is obviously difficult and messy (to look over for the next quarter), anyone has the same issue? (thought about buying a tablet like iPad/apple pen or Samsung but idk if it'll help given its hard to share files with company-issued laptop unless emailing it over every time)
Thanks a lot!
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