Kalakau Avenue Knowledge System

For a long time, I lacked a good investment research management system. I’ve used Microsoft OneNote extensively and it is not fit for purpose. I’ve trialled Evernote and the conclusion was the same. Both lack the power of databases and therefore lack the ability to properly sort, filter, link, and recall information sets. Both inevitably get to the point where information is disparate and inconsistent. I regretted ever using OneNote due to the high switching costs involved in moving platforms. I’ve looked at multiple SaaS-based investment research systems (e.g. Backstop) as well as CRM systems like Salesforce and HubSpot. Typically, these solutions are unnecessarily expensive and they never quite do everything you need. Further, unless you are a very large customer, it is impossible to influence the product road map. I landed on building my own custom system in Notion. It is a research management system, CRM system, workflow management tool, decision log, client engagement tool, and web publishing system all in one. Because it is many things, I call it a “Knowledge System”.

This is free and there is no catch. Please enter $0 in the checkout. I hope it helps you on your investment and learning journey. If you find that it adds a lot of value to your firm and you feel you should pay something then please donate what you think it is worth to the Rhodes Trust, which funds the Rhodes Scholarships to the University of Oxford. Donations can be made online here.

Download and Installation: You will first need a Notion account to install this. There are free accounts but I recommend the Personal Pro plan for individuals (note: I am NOT making money for referrals!). Once purchased for $0, you will receive a Notion link. Load the page and select “Duplicate” in the top right of the page to copy it to your Notion workspace.