Every meeting you take, remembered.

Investor Diary is the notebook for investment teams. Prepare for a meeting, type or record it, and ask everything your team has heard since, out loud or in writing.

See how a note works

In development. Coming to the browser, iPhone and Android.

Investor Diary Write a note Record a discussion 12:34Stop Notes Think it through TR

All notes Kinder Morgan: management meeting REC 12:34Team discussion

DateTickerTitleTypeAuthor

12 NovKMIKinder Morgan: management meeting PrepManagement meetingYou

5 NovWMBWMB contract tenor questions DraftNeeds classifyingYou

4 NovTRPTRP Q3 resultsManagement meetingSanne V.

4 NovOKEOKE integration update Management meetingYou

3 NovETET Lake Charles decisionAnalyst meetingMarco K.

2 NovEPDEPD capex guidanceTrade meetingYou

30 OctTRGPTRGP Permian volumesIdea generationSanne V.

23 OctENBThinking out loud: tolling riskThinking out loudYou

One note, from the first question to the follow-up.

Preparing for a meeting and writing it up are the same thing. Your questions, what was said and what you need to do next live together, so you can always see how your thinking got there.

1
Prepare

Brainstorm and write down your questions before the meeting. Investor Diary goes through your earlier notes and reminds you what is still unresolved, so nothing from last quarter gets dropped.
2
Meet

Type like you would in Word, or press record and listen. Mark a moment in one tap. Your preparation stays open next to you the whole time.
3
Follow up

The transcript arrives with speakers separated. The note is classified, tickers are attached, and the to-dos land on one list with everything else you owe.

PreparationNote Thu 12 Nov, 14:00 32:31

Kinder Morgan: management meeting

KMI LNG Needs classifyingManagement meeting

Questions
What would make you change capex guidance?
Remaining contract tenor on the Gulf Coast capacity
Data-center gas demand: signed or still in talks?
Still open from earlier meetings
Permitting: IR said no project is at risk, a broker expects slips. Still unresolved.KMI IR call, broker lunch
Capex guidance unchanged: ask what would change it.KMI IR call
You meant to check Gulf Coast project timelines. Still open.To-do from KMI IR call

                  
                
CFOGuidance assumes the Gulf Coast expansions come in on time. Permits are in hand for the first phase.
YouAnd the second phase? Brokers are pencilling in a delay.
CFOWe would need a decision by spring. That's the one to watch.Marked 31:58
Head of IROn tenor, the new capacity is contracted for well over ten years on average.
Summary
Phase one is permitted and on schedule. Phase two needs a decision by spring, which is where the brokers' delay risk sits. New capacity is contracted long term.
To-dos
Check phase-two permit timeline against filingsAsk IR for the tenor split by projectShare the spring decision point with the team

Start however the thought arrives.

Write a note

A Word-like editor: bullets on "- ", tables, headings, Ctrl+B. Prep and notes in one file.

Record a discussion

For team conversations. No note-taking: afterwards you get the points made, the concerns raised and who raised them.

Think it through

Brainstorm with the agent. It asks the questions that make you say what you actually believe about a company.

Ask your notes

Explore what you and your team have learned. It asks for clarification and brings forgotten things to the surface.

Talk to everything your team has heard.

Ask by typing or just say it. Answers come from your notes and your team's, with every source linked, so you can check who said what and when.

Voice or text, and answers can be read aloud
Weighs a management meeting differently from thinking out loud
Shows where views agree and where they don't

Where do brokers and management disagree on KMI?

Mostly on timing. Management says no project is at risk, while two brokers expect the second Gulf Coast phase to slip into next year. Nobody disputes the contract tenor.

1KMI IR callSanne V., 4 Nov 2Broker lunchYou, 28 Oct 3Sector dinner notesYou, 16 Oct

It knows what you believe. Teach it when it's wrong.

Every company gets a profile built from your notes: what the team believes, the open questions and the latest news, researched online so you're up to speed before you walk in.

KMI

Kinder MorganBuilt from 14 notes by 3 people

Our view: Positive

What the team believes

Long-term contracts protect cash flow through the build-out.
Data-center gas demand is real but not yet in signed volumes.
~~Permitting risk is limited to one project.~~Phase two of the Gulf Coast expansion needs a decision by spring.

Your research stays yours.

Built for the confidentiality buy-side work demands.

Private when you want it: Share notes with your team, or mark a note or recording private.
Audio for three months: Recordings are deleted after three months. Transcripts stay.
Not used for training: Your notes are never used to train AI models.
Made in the Netherlands: Designed and developed in Amsterdam.

Questions

Who is Investor Diary for?

Portfolio managers, analysts and investment teams who meet brokers, management teams and experts, and want one place to prepare, keep and find what they learned.

Can I record meetings or upload audio from my phone?

Yes. Record in the app, or upload a voice memo afterwards. Recordings are transcribed with speakers separated, summarised, and linked to the companies discussed.

How long are recordings kept?

Audio is kept for three months and then deleted. The transcript stays. You can download the audio before then, and mark any recording as private.

How does asking my notes work?

Ask a question by typing or talking. Investor Diary answers from your own notes and your team's shared notes, and shows which notes each answer came from.

Can my team see my notes?

Your team sees the notes you share. A note or recording marked private stays yours.

Which devices will it work on?

It is being built for the browser, and as an app for iPhone and Android.

Is Investor Diary available?

Not yet. Investor Diary is a personal, non-commercial project in development in Amsterdam. This site describes what it does and how it works.

A diary for everything you learn about a company.

Investor Diary is a note-taking and research memory app for portfolio managers, analysts and investment teams. It keeps meeting preparation, typed notes, recordings, transcripts and to-dos in one place, links them to tickers, and answers questions from your own notes. It is a personal, non-commercial project, in development in Amsterdam.