Pro Feature

Analyst Notes

A research workspace built into your NZX data platform. Create, tag, and share notes linked directly to companies, directors, and sectors.

Everything you need for structured research

Markdown editor with title, tags, and entity linking — attach notes to any company, director, or sector.

Select text on any NZXplorer page and save it directly to your notes with one click. Source URL and context preserved.

Organise notes with custom tags. Full-text search across your entire research library.

Pin critical notes to the top. Filter by entity type, tag, or date.

Share notes with your team (Enterprise). RBAC controls — private notes stay private.

Add a "Recent Notes" widget to your custom dashboard for at-a-glance research tracking.

Track investment theses per company. Link notes to governance scores, insider trades, and financial metrics for faster portfolio reviews.

Document board composition observations, remuneration benchmarks, and proxy voting rationale — all tied to the underlying data.

Build a searchable library of company-specific research. Tag by sector, highlight key passages from earnings transcripts, and share with your team.

Feature	Free $0	Pro $29/mo	Enterprise $199/mo
Research Notes	—	100 notes	Unlimited
Highlight-to-Save	—	Yes	Yes
Team Sharing	—	Private only	Team sharing
Custom Dashboards	—	3 dashboards	Unlimited

Full CRUD API at /api/account/notes. Create, search, tag, and retrieve notes programmatically.