Organizing written notes by companies
Hi chimps,
I've been just recently hired for my first job in finance and I'm having some trouble organizing my notes.
Everyday there are meetings, calls, readings etc on so many different companies I cover that taking notes in a single notebook gets messy. My fear is that taking notes on different topics without any organization system will make it impossible for me to track down the information on a later date when i most need it or make it difficult to review and refresh on a specific company.
Any tips on how do you organize your written notes so you always get it together by company? I was thinking on having a different notebook for each company but it seems like it will only work for so long...
Thanks in advance.
I use a folder for each company under coverage. Then tear out the notebook paper and put it into the folder. I find myself actually using plain white paper from the printer more though.
OneNote is where it's at. That was a game changer for me.
Completely agree with this. I had never used it until I got into research and now its one of the first things open on my computer each day. I have tabs for each company and then pages by date.
if you like paper ... http://www.levenger.com/circa-plastic-tab-dividers-white-core-5598.aspx
but since you will be putting that information to use via a software for your reports and models in any case then it would be preferable to note the information in One Note or an excel workbook
http://www.hongkiat.com/blog/smartphone-note-taking-apps/ --- if you like to use smartphones for notes
as long as you can note information for each stock/market/economy separately and chronologically you should be safe, some research states hand written notes are more useful since writing takes more effort people put in only the necessary information and are more careful when taking down notes in order to keep the notes taken clear and easy to understand
Thanks guys, I have never heard of Onenote before but I'll give it a try and report back
Any other tips on how to stay organized??
So I tried Onenote and its awesome, perfect for the type of job I do. Thank you for the recommendation
How the hell did you not know what OneNote was?
Ut dolorem sed perspiciatis laborum architecto nemo. Nulla ad molestias earum expedita.
Nihil possimus optio voluptas veritatis alias. Asperiores quos voluptates aliquam. Debitis quia aliquid mollitia eius qui a expedita. Voluptatem incidunt dolor eius est est.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...