Abstract: A notebook type investor document carrying folder, for an investor to organize, file, keep and carry a variety of financial documents needed in investment decision making, accounting and counseling, having three folding sections with flip-up pocket pages attached to each of the outer section interior surfaces, with labels for various categories of documents, and another labelled folder for account statements attached to the interior surface of the central section. The exterior surface of the device bears upon the front cover and spine the printed name of the financial institution which provides the device to customers, and a transparent business card pocket. The investment year may also be printed upon the spine.