Your research workspace.
Your notes, tasks, calendar, and prices stay connected to the companies you follow.
Explore Basis for iOSComing soon for iPhoneOne workspace for your entire investment process. Capture the detail, carry the work forward, and stay connected to your companies.
Research Notes
Capture the call, organize your thinking, and find the note when you need it. Your research stays connected to the companies behind it.
Live Transcription
Basis transcribes meetings and research calls directly into your notes. Keep the discussion, decisions, and follow-ups together.
Filings & Transcripts
Browse SEC filings and earnings transcripts together. Search company disclosures, read the call, and bring the evidence into your research.
Task Management
Turn an open question into a next step. Track your research across Todo, In Progress, and Done, with the company context close at hand.
Calendar
Basis automatically adds earnings call dates for the companies you follow. Keep them alongside your meetings, research calls, and deadlines.
Live Market Data
Watch prices and charts alongside company data. Move from a change on your screen to a closer look at the business.
