The end ofinvestment noise
Build your thesis. Stay informed with context.Most investing products tell you what happened. Thesis Pro tells you whether what happened changes why you own the investment. Create a personalized thesis for every investment you own. Thesis Pro evaluates new developments against your reasoning, explains what changed, surfaces the evidence that matters, and filters out noise that does not affect your long-term investment case.
Every market,
on one map.
Companies, industries, technologies and the dependencies between them — mapped so you can see which businesses a theme actually runs through.
Explore the full atlasOnly what matters.
Nothing that doesn't.
Instead of sorting through every headline yourself, see the developments that connect directly to why you own each investment—and understand whether they strengthen your thesis, weaken it, require attention, leave it unchanged, or were filtered out as noise.
Guided Thesis Builder
Turn your investment reasoning into a structured thesis covering the company's strengths, dependencies, risks, expectations, competitors, and the developments that would change your mind.
Personalized Thesis Analysis
Every meaningful development is evaluated against your thesis, not a generic market opinion. Thesis Pro connects new evidence to your claims, risks, expectations, and long-term investment horizon.
Simple & Professional Views
Read a clear, approachable explanation in Simple View or examine the evidence, financial context, and long-term implications in Professional View.
A Thesis That Remembers
Thesis Pro retains the developments, evidence, reviews, and milestones behind each investment so you can see how the story has evolved, not just what happened today.
Three steps.
A thesis that stays current.
THESIS · DRAFTEDCompany Northstar AerospaceHorizon 7-10 yearsStatus ActiveCore thesisGrowing launch demand and amulti-year backlog can supportdurable revenue growth asmanufacturing scale improves margins.Key dependencyManagement must expand capacitywithout materially weakeningexecution or cash generation.
Understand what changed.
Know why it matters.
Each development is compared with the claims, expectations, risks, and dependencies in your thesis. Relevant evidence is surfaced with its potential long-term implication, while rejected items include a clear explanation of why they were classified as noise.
Clarity you
can build on.
Broader evidence.
Personal relevance.
Thesis Pro reviews developments across companies, competitors, industries, regulation, financial results, and operations—then determines which evidence connects to your investment thesis.
Your convictions.
Not someone else's ETF.
Build a Personally Traded Fund™ around the companies and long-term themes you believe in. Every holding has a written thesis, a defined role in the portfolio, and an evolving record of the evidence supporting—or challenging—your decision to own it.
- PurposeEvery holding has a defined reason for being included
- ThesisEvery position is connected to written investment reasoning
- AllocationBuild around your own priorities and conviction
- EvolutionTrack how each investment develops over time
Your thesis.
Your decisions.
Thesis Pro is designed to help you organize investment reasoning and evaluate new evidence. It does not connect to your brokerage, place trades, or make investment decisions on your behalf.
Your research remains yours
Your theses, notes, and portfolio research are stored for your use. Thesis Pro does not sell your personal investment data.
Protected in transit and storage
Industry-standard security practices are used to protect information transmitted to and stored within Thesis Pro.
No brokerage control
Thesis Pro does not require trading authority and cannot place, modify, or cancel trades.
Research, not investment advice
Thesis Pro helps you evaluate information against your own reasoning. You remain responsible for every investment decision.
Investing generates information.
Thesis Pro turns it into context.
Most investment tools help people find more information. Thesis Pro helps long-term investors determine what that information means for the reasons they own each investment.
Information overload
Important developments are buried beneath constant headlines, opinions, and price commentary.
Thesis Pro evaluates each development against the user's investment thesis and surfaces the strongest connections.
Generic financial news
Every investor sees the same story, even though they may own the company for completely different reasons.
Analysis is personalized around the claims, expectations, risks, and time horizon in each user's thesis.
Research without memory
Previous insights, assumptions, predictions, and warnings become difficult to find or compare over time.
Thesis Pro creates a continuous record showing how the evidence and investment case have evolved.
Emotionally reactive decisions
Price moves and dramatic headlines can feel important even when the underlying business has not meaningfully changed.
Thesis Pro separates business developments from price-driven, sensational, or short-term noise.
Fragmented investment reasoning
Research, notes, articles, portfolio decisions, and thesis updates are often scattered across unrelated tools.
Thesis Pro brings the reasoning, evidence, monitoring, and review process into one connected workflow.
No continuous thesis validation
Investors may remember why they bought a company but struggle to determine whether their original reasoning has proven accurate.
Thesis reviews compare previous claims and expectations with subsequent evidence, showing what was reinforced, contradicted, or remains unresolved.
Start with one
conviction
Basic is free, no credit card required. Upgrade when you are ready to track a full portfolio.
Basic
For your first investment thesis
- 1 investment thesis
- Guided thesis builder
- Simple View explanations
- Weekly thesis-relevant news
- No credit card required
Pro
For investors running a real portfolio
- Unlimited investment theses
- Simple & Professional views
- Continuous 24/7 monitoring
- Living thesis dossier
- Strengthen / weaken tracking
- Personally Traded Fund™ builder
- DCA planning tools
Institutional
For advisors and professional mandates
- Everything in Pro
- Multi-portfolio coverage
- Team-shared theses
- Custom research sources
- Fiduciary-ready audit trail
- Dedicated onboarding
- Priority support
Thesis Pro is a research platform, not investment advice. We never access your brokerage or place trades. Compare all features
Stop reacting
to headlines.
Start tracking your thesis instead. Because long-term opportunities are often found when others are focused on short-term fear.
Basic is free, no credit card required