CRG - Research Documentation Tool

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How to use this tool
Fill out the note fields, then click Generate Word Document. For Equity Research, the Ticker / Company field is optional — if a ticker isn’t available, leave it blank. This tool pulls price data using Stooq symbols: for US equities use MSFT.US (or just MSFT), and for UK/LSE equities use the .UK suffix, e.g. VOD.UK, BP.UK, HSBA.UK. If you’re unsure, use Stooq’s search to confirm the symbol: stooq.com (type the company name/ticker in their search box). If you’ve built a model, it’s often easiest to upload screenshots of key model tabs in the Upload Images / Graphs section so the output note is auditable.
Co-Authors (Optional)

Note: The filename will be used as the figure caption in the document. Name your files accordingly.

Email opens prefilled — attach the downloaded .docx before sending.