Market intelligence

Deep ticker research without the tab sprawl.

Fundamentals, news, congressional trades, ownership, and peer context for the names in your book.

Capabilities

What Research unlocks

Full ticker dossiers

Financials, ratios, news, and price action on one research surface.

Ownership intelligence

Insider activity, institutional holders, and House/Senate trades.

Portfolio-linked discovery

Jump from a holding to deep research without losing portfolio context.

Hand off to Copilot

Open a name in research and ask Thesis about the trade with the same context loaded.

Why Thesis

One research hub instead of five subscriptions

Old workflow vs Thesis

×Screens in one tool, news in another

You run a screener, open a second tab for headlines, and a third for insider or congressional flow.

Fundamentals, news, and ownership together

Open a ticker once for key stats, headlines, insider activity, and analyst action on the same page.

×Congress trades on a separate tracker

STOCK Act disclosures live in a standalone feed with no link to the name you are underwriting.

Political flow beside corporate insiders

Senate and House trades show next to Form 4 activity while you work the same symbol.

×Research disconnected from your position

You look up a name and still have to remember your cost basis, weight, and whether you own it at all.

Holdings-aware from the first click

Your position size and P&L stay in view while you dig into fundamentals and news.

×Notes scattered across apps

You finish the research pass, then retype the ticker and thesis into chat to ask what to do next.

Hand off to Copilot with context loaded

Move from research to Copilot without losing the symbol, your holding, or the question you started with.

Research the names in your book

Connect a portfolio and open any ticker with your position front and center.

Start researching

Dashboard widgets

Live data for Research

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

Key stats

P/E, market cap, EBITDA, and leverage in one fundamentals snapshot.

Use · Valuation, size, and leverage in one place instead of jumping between research tabs.

Key stats

Live preview

Analyst grades

Recent rating changes, not just a stale consensus label.

Use · Who upgraded or downgraded recently. Action history, not a stale consensus label.

Analyst grades

Live preview

Analyst gradesAAPL
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Analyst price target

High, low, median, and consensus targets for directional context.

Use · High, low, and median targets to see where the street thinks price could land.

Analyst price target

Live preview

Analyst price targetAAPL
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Insider Feed

Form 4 insider buys and sells on the name you are working.

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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Congress trades

Senate and House disclosures. Political flow, separate from corporate insiders.

Use · Senate and House disclosures, separate from corporate insider filings.

Congress trades

Live preview

Congress trades
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Stock news

Rolling headlines scoped to the ticker under review.

Use · Headlines in view while you chart or chat. Catch catalysts without a separate news tab.

Stock news

Live preview

Stock news
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IPO Calendar

Upcoming listings and pricing windows when you are tracking new issuance.

Use · Upcoming listings and pricing windows when you track new issuance.

IPO Calendar

Live preview

IPO Calendar
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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.

Start researching