Portfolio-triggered alerts
Earnings, large moves, and risk events filtered to names you hold or watch, with portfolio metrics on the card.
Proactive intelligence
Thesis watches your portfolio and the market, then delivers alerts, insights, and follow-ups in a curated inbox.
Capabilities
Proactive updates, alerts, and opportunities filtered through your holdings. The same inbox you see after sign-in, with a direct path to Copilot from any card.
Earnings, large moves, and risk events filtered to names you hold or watch, with portfolio metrics on the card.
Thesis checks in when something needs a decision, like rolling an options leg or trimming concentration. Context, not noise.
News and insight cards with enough context to act: headlines plus how the story touches your book.
Open Copilot from a card to explore impact, plan a response, or dig deeper. The card context comes with you.
Supporting context on your desk. Inbox cards lead with what matters; the same earnings calendars, insider feeds, and macro releases also live as dashboard widgets when you want them beside price.
Why Thesis
×Broker alerts on every tick
Price triggers fire on names you barely hold while a material move in a large position gets buried.
→Signals filtered to your book
Alerts weight what you own, how much it matters to the book, and whether it fits what you are watching.
×Newsletters and RSS with no portfolio filter
You skim macro and sector news hoping something applies to a name in your book.
→Holdings-aware relevance
Headlines and insight cards prioritize tickers you hold or asked Thesis to keep on radar.
×You refresh feeds all day
Earnings, macro prints, and large moves require you to check multiple apps on a loop.
→Thesis watches while you are offline
The inbox queues what changed overnight or while you were in a meeting, with context on the card.
×Alerts without a next step
A notification tells you something moved. You still open four tools to decide if it matters.
→One click into Copilot
Ask Thesis from any card with the headline, metrics, and tickers already loaded for a real follow-up.
Connect your brokerage and get an inbox built around your book.
Get your InboxDashboard widgets
Inbox cards lead with what matters. The same earnings, insider, and macro data also lives on your dashboard when you want it beside price.
Headlines filtered to names you hold. Signal without the firehose.
Use · Headlines in view while you chart or chat. Catch catalysts without a separate news tab.
Stock news
Live preview
Upcoming reports for portfolio tickers before they hit your broker app.
Use · Report dates for holdings you care about before they surprise the book.
Earnings Calendar
Live preview
Scheduled macro releases that can move your book.
Use · When CPI, jobs, and Fed events hit the tape so macro does not blindside your positions.
Economic Calendar
Live preview
Insider activity on holdings you care about between inbox check-ins.
Use · Form 4 buys and sells on names you watch in a rolling feed.
Insider Feed
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.
Custom investing dashboards with heatmaps, watchlists, fundamentals, and portfolio widgets. Build your own terminal in Thesis.
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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Get your Inbox
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.
Get your Inbox