Custom workspaces

Build the terminal you actually want.

Heatmaps, options chains, screeners, and portfolio widgets arranged the way you trade. Over 50 widget variations with many more coming soon.

Inside the dashboard builder

My dashboard · Earnings week

Drag, resize, and save layouts. Market and portfolio on one grid.

Most active

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Heatmap

Market heatmap
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Price chart

Price chart
AAPL

Options explorer

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Option simulation

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Capabilities

What Dashboards unlocks

Widget library

Heatmaps, key stats, earnings, options context, and more. Drag into place.

Saved layouts

Persist dashboards per strategy: earnings week, macro, single-name deep dives.

Shareable views

Read-only dashboard links for collaborators or your future self.

Copilot handoff

Spot something on a dashboard and ask Thesis about it.

Why Thesis

Your layout, not a fixed broker UI

Old workflow vs Thesis

×Market charts siloed from portfolio

Heatmaps and screeners live in one product while your holdings and options sit in the broker app.

Market and book on one grid

Pin heatmaps, chains, screeners, and portfolio tiles on the same dashboard for the way you actually work.

×A new layout for every workflow

Earnings week, macro Monday, and single-name deep dives each mean rearranging tabs or windows again.

Saved layouts per strategy

Save a desk for each routine and reopen it with the same widgets and sizing.

×Screenshots and stale links

You share a PNG in Notes or Slack and everyone is looking at prices from this morning.

Live tiles that update with the market

Dashboard widgets refresh from the same live feeds Copilot and research use.

×Spot something, start research over

You see a name on a heatmap or screener and retype the ticker elsewhere to ask why it moved.

Copilot handoff from the desk

Ask Thesis about what you are looking at without rebuilding context from scratch.

Design your command center

Sign up and start from a blank grid or a pre-built template.

Create a dashboard

Dashboard widgets

Live data for Dashboards

The same market, fundamentals, portfolio, and options data behind Thesis, in the widgets most relevant to this feature.

Market heatmap

Sector treemap sized by market cap, colored by daily change.

Use · Market color at once. Sector groupings show who is leading and lagging today.

Market heatmap

Live preview

Market heatmap
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Commodities

Energy and metals futures beside equity tiles when macro or commodity exposure matters.

Use · Energy and metals alongside equities when your thesis ties to commodity moves.

Commodities

Live preview

Commodities
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Options explorer

Full expiry chain with Greeks, IV, OI, and volume beside your equity tiles.

Use · Compare strikes with Greeks and liquidity. Screen entries without spreadsheet exports.

Options explorer

Live preview

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Stock Screener

Filter by cap, sector, beta, and dividend before you add more tiles.

Use · Filter by cap, sector, beta, and yield. Shortlist before you add more tiles.

Stock Screener

Live preview

Stock Screener
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Economic Calendar

Macro release dates pinned on the desk next to market and portfolio tiles.

Use · When CPI, jobs, and Fed events hit the tape so macro does not blindside your positions.

Economic Calendar

Live preview

Economic Calendar
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Most Active

Where volume is clustering today on the same grid as your other widgets.

Use · Where volume is clustering today. Often the first place new momentum shows up.

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Live preview

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Prefer to explore live?

Try the signed-out Copilot demo. Ask one question and see how Thesis frames answers with market context.

Open Copilot demo

The old workflow

Your trading stack is costing you signal.

Other research tools stop at information. Thesis remembers what matters, ties it to your portfolio, and frames the next decision in context.

Your current stack

Monthly
Broker appBroker appPositions and orders
$0/mo
TradingViewTradingViewPremium
$59.95/mo
FinvizFinvizElite
$39.50/mo
OptionStratOptionStratLive Flow
$99.99/mo
Seeking AlphaSeeking AlphaPremium
~$25/mo
Quiver QuantitativeQuiver QuantitativePremium
$25/mo
ChatGPTClaudeChatGPT or ClaudeReasoning after copy-paste
$20/mo
Estimated monthly stack~$269/mo

Thesis covers all your bases

Portfolio state

Holdings, cost basis, P&L, buying power, orders — in context

Market data

Prices, charts, heatmaps, gainers/losers

Screening

Screeners, fundamentals, ratios, peers

Options

Chains, IV, Greeks, payoff math

News and ratings

News, earnings, analyst ratings, price targets

Ownership

Insider trades, House/Senate, institutional

AI reasoning

Reasoning with your actual portfolio + live data. No copy-paste.

$30/mo · One app - All of the above included.

Create a dashboard