Widget library
Heatmaps, key stats, earnings, options context, and more. Drag into place.
Custom workspaces
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
Heatmap
Price chart
Options explorer
Option simulation
Capabilities
Heatmaps, key stats, earnings, options context, and more. Drag into place.
Persist dashboards per strategy: earnings week, macro, single-name deep dives.
Read-only dashboard links for collaborators or your future self.
Spot something on a dashboard and ask Thesis about it.
Why 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.
Sign up and start from a blank grid or a pre-built template.
Create a dashboardDashboard widgets
The same market, fundamentals, portfolio, and options data behind Thesis, in the widgets most relevant to this feature.
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
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
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
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
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
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.
Most Active
Live preview
Portfolio-aware AI for investors. Ask about risk, options, earnings, and next steps with your positions in context.
Portfolio analytics for active investors: concentration risk, sector exposure, overlap, and performance tied to live brokerage holdings.
Stock research with fundamentals, news, analyst ratings, insider and congressional trades, and peer comparisons.
Proactive investing inbox: portfolio alerts, market signals, and follow-ups tailored to your holdings and strategy.
Interactive stock and ETF chart workstation with drawings, indicators, watchlists, intraday ranges, and integrated fundamentals.
Options analysis with IV, Greeks, chain context, and portfolio-aware trade ideas for covered calls, puts, and spreads.
Try the signed-out Copilot demo. Ask one question and see how Thesis frames answers with market context.
Open Copilot demoThe old workflow
Other research tools stop at information. Thesis remembers what matters, ties it to your portfolio, and frames the next decision in context.
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Create a dashboard
Broker appPositions and orders
TradingViewPremium
FinvizElite
OptionStratLive Flow
Seeking AlphaPremium
Quiver QuantitativePremium
ChatGPT or ClaudeReasoning after copy-paste$30/mo · One app - All of the above included.
Create a dashboard