When creating a basket, it would be helpful to have a free-text "Thesis" field for each individual position (similar to Bloomberg). This would allow users to jot down a few key bullets directly alongside each name—for example:
Variant view
Key catalyst(s)
What would invalidate the thesis
KPIs / metrics to monitor
Position sizing rationale
The goal isn't a full research note—just a lightweight place to capture the core investment thesis without having to maintain a separate document.
