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Research Notes

Use Research Notes to keep ticker-specific and theme-specific findings in one place.

  • Ticker note examples: AAPL.md, MSFT.md
  • Theme note example: ai-chip-cycle.md

Research notes sidebar

Typical workflow

  1. Ask Northfox a question.
  2. Refine with follow-up prompts.
  3. Ask Northfox to save your conclusion to notes.
  4. Reopen the note later from the Notes section.

Reference markdown files from chat with @

In the composer, type @ to open markdown reference suggestions.

  • Notes appear as @<fileName>.md (for example @ford_analysis.md).
  • Memory appears as @memory.md.
  • Skill instructions appear as @skill/<skill-id>.md.

When you send a prompt with one of these references, Northfox uses that content in the conversation so follow-up edits are more accurate.

How note files are named

  • If you pass a ticker, the note is saved as <TICKER>.md.
  • If you do not pass a ticker, use noteName and the file is <noteName>.md.

Note-writing behavior

  • Missing files are created automatically.
  • Existing files are appended by default.
  • mode: replace overwrites the file.
  • Notes are stored as markdown.
  • Frontmatter always includes a timestamp.
  • Frontmatter also stores the chat id (chatId) that generated the latest note update.
  • The app shows that timestamp at the top-right of the note view.
  • Notes end with a Generated on <date> link that opens the originating chat session.
  • Reference lists are kept in chat responses instead of note-bottom sections.

Chat history

Northfox also saves chat sessions so you can resume analysis later.

Find in active note or chat

Use Ctrl+F in the desktop app to open in-document search for the active note or active chat.

  • Search updates as you type.
  • Result count is shown as current / total.
  • Use and to jump between matches.
  • The input x clears the current query.
  • The right-side x closes the search box.