Finance / PCK-RN-11

PDF to Portfolio

Turn investor PDFs into readable, searchable source notes while preserving the document's visible structure.

how to use this

Turn investor PDFs into readable source notes.

PDF to Portfolio converts shareholder letters, investor day decks, fund letters, pitch decks, research reports, and other investor PDFs into readable, searchable notes while preserving the document's visible structure as faithfully as the conversion allows. After import, read it, search it, or bring the source note into a conversation.

use when

You have shareholder letters, investor day decks, fund letters, pitch decks, or research reports as PDFs.
You want the document as readable, searchable source text inside Pachinko.

drop in

A folder or batch containing shareholder letters, investor day decks, fund letters, pitch decks, or research reports.

produces

One readable note per new PDF.
The original PDF filename as the note title.
A faithful markdown conversion of the visible text, headings, lists, tables, and page structure.
A source note ready to read, search, or bring into a conversation.