For investors who cannot watch markets all day
Thesis watches your holdings and the market, then delivers earnings, macro, and position-relevant alerts with enough context to decide if you need to act.
Inside your Inbox
Inbox · Portfolio signals
Proactive updates, alerts, and opportunities filtered through your holdings
Inbox
Messages, alerts, and opportunities from your agent
Your agent's channel
Thesis drops critical updates, alerts, and opportunities from market monitoring, filtered through your holdings instead of a generic news feed.
Happening Today
The journey
You built a real portfolio, not a hobby account. You do not have hours to refresh news feeds or babysit price alerts. What you need is a filter: what changed that actually affects your money, and what can wait until the weekend.
Monday morning
Today
Something gapped on a holding Friday after the close. You piece it together from push notifications, a group chat, and half-read headlines before your first call.
With Thesis
Thesis queues overnight moves, earnings, and macro prints with holdings-aware relevance. You open one surface and know what deserves attention.
Mid-quarter
Today
You cross-reference report dates with your positions in a spreadsheet or sticky notes. A name you size heavily reports tomorrow and you find out tonight.
With Thesis
Earnings and event calendars filter to your portfolio before the open, not after the surprise.
When you have twenty minutes
Today
Broker notifications treat a 2% move on a starter position the same as a 2% move on your largest line. You either ignore them all or lose the signal.
With Thesis
Signals rank by how much a name matters to your book, so the first card you see is usually the first decision worth making.
When you need a second opinion fast
Today
You paste holdings into a generic assistant, re-explain your strategy, and get advice that sounds smart but ignores your actual cost basis and concentration.
With Thesis
Tap from an inbox card into a conversation with tickers, context, and your portfolio loaded. Ask what to do next without rebuilding the story.
Without Thesis
With Thesis
You should not have to trade your career for market awareness. Thesis is the layer that watches so you can decide on your schedule.
Get your InboxOutcomes
Earnings, large moves, and risk events filter to your book instead of a firehose of tickers you do not hold.
Headlines and insight cards include enough detail to judge relevance before you open another app.
Turn a signal into a conversation with the ticker, metrics, and your position already loaded.
Connect accounts for intelligence without trade execution. Review risk on your schedule.
Why Thesis
×Broker alerts on every tick
Price triggers fire on watchlist noise while a material move in a large holding gets buried.
→Signals filtered to your book
Alerts weight what you own, how much it matters, and what you asked Thesis to keep on radar.
×Newsletters 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 flagged for follow-up.
×You refresh feeds all day
Earnings, macro prints, and large moves require checking multiple apps on a loop.
→Thesis watches while you are offline
The inbox queues what changed overnight or between meetings, with context on the card.
×Alerts without a next step
A notification says something moved. You still open several tools to decide if it matters.
→One click into Copilot
Ask Thesis from any card with the headline, metrics, and tickers already loaded.
Dashboard widgets
Earnings dates, macro releases, headlines, and insider flow on the same desk as your inbox cards.
Upcoming reports on names you hold before they hit your broker app overnight.
Use · Report dates for holdings you care about before they surprise the book.
Earnings Calendar
Live preview
Headlines scoped to portfolio tickers when you check in between meetings.
Use · Headlines in view while you chart or chat. Catch catalysts without a separate news tab.
Stock news
Live preview
Scheduled macro releases that can move your book while you are offline.
Use · When CPI, jobs, and Fed events hit the tape so macro does not blindside your positions.
Economic Calendar
Live preview
Form 4 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
Capabilities
Proactive investing inbox: portfolio alerts, market signals, and follow-ups tailored to your holdings and strategy.
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.
Try the signed-out Copilot demo. Ask what changed in markets today or what to watch before the next open.
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.
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 InboxBroker appPositions and ordersTradingViewPremiumFinvizEliteOptionStratLive FlowSeeking AlphaPremiumQuiver QuantitativePremiumChatGPT or ClaudeReasoning after copy-paste$30/mo · One app - All of the above included.
Get your InboxConnect your brokerage and get an inbox built around your book, not the entire tape.
Get your InboxPortfolio overlap and concentration analytics for investors running a focused stock book. Multi-account exposure, sector drift, and portfolio-aware Copilot.
Stock research for active investors: fundamentals, news, insider trades, congressional disclosures, and analyst ratings with portfolio context and Copilot handoff.
Covered call and premium income tools with live options chains, theta simulation, and portfolio-aware trade framing for stock owners selling calls.
Stock chart workstation for swing traders: drawings, indicators, news on price, volume leaders, and integrated market context with portfolio-aware Copilot.
Options education for stock investors: live chains, Greeks, simulation, and portfolio-aware Copilot answers for calls, puts, and covered strategies.