Proactive intelligence

Signals that find you before you refresh.

Thesis watches your portfolio and the market, then delivers alerts, insights, and follow-ups in a curated inbox.

Capabilities

Thesis watches while you are offline

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.

Portfolio-triggered alerts

Earnings, large moves, and risk events filtered to names you hold or watch, with portfolio metrics on the card.

35m ago
NVDA
Alert

Your tech concentration has quietly hit 64%

Three months ago your tech exposure was 48%. NVDA up 22%, AAPL up 14%, and GOOGL up 9% have drifted your allocation. A 10% sector pullback means a ~$32,000 hit on your current value.

Tech exposure
64.2%
At risk on 10% sector pullback
~$32,800

Agent follow-ups

Thesis checks in when something needs a decision, like rolling an options leg or trimming concentration. Context, not noise.

1h ago
NVDA
Opportunity

Your NVDA $200 call has captured 78% of max profit

Consider rolling forward to capture remaining theta decay while maintaining upside exposure. The Aug expiry is 32 days out with elevated IV.

Roll to September expiry to keep upside while reducing theta bleed.

Current value
$41,300
Days to expiry
32

Signal feed integration

News and insight cards with enough context to act: headlines plus how the story touches your book.

2h ago
MP
Insight

China rare earth restrictions touch positions you already hold

Export controls on gallium and germanium are tightening again. Thesis flagged names in your book with upstream supply-chain exposure.

4h ago

CPI cools more than expected. Rate-cut odds jump for March

Core CPI rose 0.2% vs 0.3% expected. Your duration-sensitive growth names may see a relief bid if yields continue to slide.

Ask Thesis on any card

Open Copilot from a card to explore impact, plan a response, or dig deeper. The card context comes with you.

  • Headline, metrics, and tickers from the card carry into Copilot.
  • No copy-paste from a broker alert. Thesis frames the trade in portfolio context.
  • Read-only brokerage access. Insights without trade execution.
Open Copilot demo

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

Better than price alerts alone

Old workflow vs 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.

Let Thesis watch the market for you

Connect your brokerage and get an inbox built around your book.

Get your Inbox

Dashboard widgets

Supporting data on your desk

Inbox cards lead with what matters. The same earnings, insider, and macro data also lives on your dashboard when you want it beside price.

Stock news

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

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Stock news
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Earnings Calendar

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

Earnings Calendar
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Economic Calendar

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

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Economic Calendar
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Insider Feed

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

Insider Feed
AAPL
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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.

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