The Notebook

The Notebook is the memory you and your agent keep together: durable notes both of you can read and edit. Where your agent's own memory works silently in the background, the Notebook is explicit and visible — the written record of your ideas, analyses, and decisions.

Find it at blockmind.app/elite/notebook, or add the Notebook widget to your dashboard for a quick view from Home.

NB-numbers

Every note gets a stable number like NB-128 the moment it's created. That number never changes, which makes notes easy to reference in chat — for both of you:

• "Add this to NB-128."
• "What did we decide in NB-121?"
• "Compare this against the framework in NB-97."

The agent uses NB-numbers the same way, so when it says "I've updated NB-128 with the new levels," you know exactly where to look.

Note kinds

Notes are typed by what they capture and where they come from:

Framework notes do double duty: any framework you save in the Notebook appears as an expert on the Verdicts page, so your own decision process weighs in alongside the built-in experts. More on that in the research journey.

Verdicts and analyses in the Notebook are research judgements, not financial advice — your agent will never tell you what to buy or sell, and the final call is always yours.

Threads and Open notes

For work that spans days or weeks — evaluating a sector, tracking a thesis through a market cycle — group related notes into a Thread. A thread keeps the whole project in one place instead of scattered across the Notebook.

Open notes are the ones still in play: questions you haven't answered, theses you're still testing. They're your active desk, separate from the settled record.

Working with the Notebook

• Search finds notes by content, so you don't need to remember NB-numbers.
• Archive notes you're done with; they're out of the way but not gone — restore them any time.
• Create manually: you can add notes and threads yourself in the Notebook, not just through chat.
• Edit freely: both you and the agent can update any note, so the record stays current as your thinking evolves.

Saving etiquette

The agent treats the Notebook as yours:

• It asks before saving. When a conversation produces something durable, the agent proposes saving it — nothing lands in the Notebook without your yes.
• It never auto-saves during automated runs. Morning Briefs, monitoring passes, and other background work read the Notebook for context but don't write to it. Anything new that's worth keeping waits for a conversation with you.

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