Full ticker dossiers
Financials, ratios, news, and price action on one research surface.
Market intelligence
Fundamentals, news, congressional trades, ownership, and peer context for the names in your book.
Capabilities
Financials, ratios, news, and price action on one research surface.
Insider activity, institutional holders, and House/Senate trades.
Jump from a holding to deep research without losing portfolio context.
Open a name in research and ask Thesis about the trade with the same context loaded.
Why 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.
Connect a portfolio and open any ticker with your position front and center.
Start researchingDashboard widgets
The same market, fundamentals, portfolio, and options data behind Thesis, in the widgets most relevant to this feature.
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
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
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
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
Senate and House disclosures. Political flow, separate from corporate insiders.
Use · Senate and House disclosures, separate from corporate insider filings.
Congress trades
Live preview
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
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
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.
Proactive investing inbox: portfolio alerts, market signals, and follow-ups tailored to your holdings and strategy.
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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ChatGPT or ClaudeReasoning after copy-paste$30/mo · One app - All of the above included.
Start researching
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.
Start researching