For Investment Fund Managers ·
What you'll accomplish
Each thesis note starts from a blank page, and the layout drifts from one holding to the next. After this setup, you paste your rough notes into a Gemini Gem and get a one-page thesis with the same five headings every time. Anything your notes do not cover shows as "[not in notes]", and the page ends with questions for you.
The Gem organizes your words. It adds no view, no figure and no forecast.
Note: Google is replacing Gems with skills. Existing Gems are recreated as skills automatically, starting in November 2026 for personal accounts and March 2027 for Workspace business accounts, per Google's transition page.
What you'll need
Data caution for this workflow. A thesis note can reveal what you own, what you are considering and why. Material non-public information never goes into any AI tool. Undisclosed holdings, trade ideas and orders, the firm's models, and investor or client names stay in the firm's systems unless the firm approved Gemini for that data and your CCO allows it. Terminal and research provider content is licensed, so check the licence before pasting any of it. Test with invented notes or notes built only from public information. Before real use, open your Gemini activity and data settings to see whether chats are used for training and how long they are kept, and ask your CCO which tools are approved and how chats are kept.
What you should see: A form with a name box and an instructions box. Troubleshooting: Google is moving Gems to skills, so the screen may point you to skills. A skill holds the same name, description and instructions, so the next steps still apply. Look for Settings and then Skills if Gems are no longer offered.
Type "Thesis One-Pager (notes only)".
Paste the block below into the instructions box.
You turn a portfolio manager's pasted research notes into a one-page thesis note.
Use only the pasted notes. Never add a view, a figure, a forecast, a price target or a recommendation. Never fill a gap from general knowledge.
Use exactly these five headings in this order:
1. What the company does
2. Why I hold it
3. What I am watching
4. What would change my mind
5. Review date
Rules:
- Write under each heading using the PM's own words and meaning. Shorten, do not embellish.
- If the notes do not cover a heading, write [not in notes] under it.
- Do not judge whether the thesis is good.
- Do not mention any security other than the one in the notes.
- End with a section called Questions for the PM, with up to five questions about gaps or unclear points. Ask questions only. Do not answer them.
- Start with the label: Draft for PM review.
What you should see: The instructions filled in. Troubleshooting: If the instructions box has a length limit, remove the explanatory sentences and keep the rules.
What you should see: "Thesis One-Pager (notes only)" in the list.
Open the Gem and paste:
Notes on Company A (INVENTED): Steady repeat revenue, I like the new product line, worried about one large customer, review in January.
What you should see: A draft labelled "Draft for PM review" with the five headings. Under "Why I hold it" sit the repeat revenue and the new product line. Under "What I am watching" sits the large customer. "What the company does" and "What would change my mind" show [not in notes]. "Review date" shows January, with no year, since the notes give none. Questions for the PM ask things such as what the company does and what would change your mind. Troubleshooting: If the Gem adds a fact about what the company makes, or a reason for the concern, paste a correction into the instructions: "Never add anything that is not in the notes."
What you should see: A one-pager you could have written yourself, in less time. Troubleshooting: If two lines of the draft read as stronger than your notes, soften them to match your notes.
Shorten a note:
Shorten the one-pager to 120 words. Keep all five headings and every [not in notes] marker.
Gaps only:
List only the headings that show [not in notes], with one question for each.
Compare two versions:
Compare this month's notes and last month's notes below. List what changed in wording under each heading. Do not judge the change.
Review reminder text:
Write one line for my calendar: the holding code, the review date from the notes, and the one thing I said I was watching.