Portfolio-aware AI
Copilot reads your holdings and remembers your strategy. Answers grounded in your book, not generic market takes.
Platform
The only financial tool
you will ever need.
Thesis connects your brokerage, market data, and AI in one workspace for investors who manage real money and want fewer tabs, not more apps.
Proactive inbox
Alerts and follow-ups filtered to names you hold, with a direct path back to Copilot.
Your terminal
Dashboards, charting, research, and options on one configurable desk.
Capabilities
Explore what Thesis can do
Each area below uses the same portfolio context: your holdings, strategy, and live market data in one place. Pick a capability to see how it fits your workflow.
AI investing partner
Copilot
Portfolio-aware AI for investors. Ask about risk, options, earnings, and next steps with your positions in context.
Learn more →Exposure and performance
Portfolio Analytics
Portfolio analytics for active investors: concentration risk, sector exposure, overlap, and performance tied to live brokerage holdings.
Learn more →Market intelligence
Research
Stock research with fundamentals, news, analyst ratings, insider and congressional trades, and peer comparisons.
Learn more →Proactive intelligence
Inbox
Proactive investing inbox: portfolio alerts, market signals, and follow-ups tailored to your holdings and strategy.
Learn more →Custom workspaces
Dashboards
Custom investing dashboards with heatmaps, watchlists, fundamentals, and portfolio widgets. Build your own terminal in Thesis.
Learn more →Technical workstation
Charting
Interactive stock and ETF chart workstation with drawings, indicators, watchlists, intraday ranges, and integrated fundamentals.
Learn more →Derivatives intelligence
Options
Options analysis with IV, Greeks, chain context, and portfolio-aware trade ideas for covered calls, puts, and spreads.
Learn more →Investor types
See Thesis for how you invest
Same platform, framed for your book and workflow. Pick the profile closest to how you manage money today.
Concentrated portfolios
Portfolio overlap and concentration analytics for investors running a focused stock book. Multi-account exposure, sector drift, and portfolio-aware Copilot.
View page →Covered call investors
Covered call and premium income tools with live options chains, theta simulation, and portfolio-aware trade framing for stock owners selling calls.
View page →Busy professionals
Proactive portfolio inbox and AI copilot for busy investors. Holdings-aware alerts, earnings reminders, and follow-ups without monitoring markets all day.
View page →Stock research
Stock research for active investors: fundamentals, news, insider trades, congressional disclosures, and analyst ratings with portfolio context and Copilot handoff.
View page →Swing traders
Stock chart workstation for swing traders: drawings, indicators, news on price, volume leaders, and integrated market context with portfolio-aware Copilot.
View page →Options beginners
Options education for stock investors: live chains, Greeks, simulation, and portfolio-aware Copilot answers for calls, puts, and covered strategies.
View page →One connection. Thesis takes it from there.
Link your brokerage and Thesis sees your positions, cost basis, and P&L instantly.
VanguardKRAKENRead-only access. Thesis never places trades or moves money.