See what is really under your portfolio.

The journey

You did the work to build conviction. Thesis helps you steward it.

Concentrated investors do not fail from lack of research. They fail from blind spots: overlap through ETFs, drift after a run-up, and no single place that answers "how much risk am I actually carrying?" You should not need a spreadsheet and three broker apps to know that answer.

1. 1

   After a big winner

   Today

   Your broker says you are diversified

   You own the stock, two ETFs, and a thematic fund. Each screen looks reasonable alone. Nothing tells you that one name is now 28% of your economic exposure when you add the sleeves together.

   With Thesis

   Thesis rolls it up automatically

   Connect your accounts once. Concentration and overlap update from live holdings so you see the true weight of a theme or single name across the whole book.

2. 2

   Before you add size

   Today

   You guess at room in the book

   You want to buy more or hedge, but sizing is gut feel. You open a spreadsheet, export CSVs, and still are not sure you counted every account.

   With Thesis

   Copilot sizes against your real weights

   Ask how much more tech exposure you can add, or whether a trim makes sense. Answers start from your holdings and cost basis, not a generic allocation template.

3. 3

   On a volatile day

   Today

   You find out late that one name moved the book

   Price alerts fire on watchlist tickers you barely hold. The position that actually drives your day is buried in a push notification you swiped away.

   With Thesis

   Signals rank by what you own

   Inbox prioritizes moves on names that matter to your portfolio. When something needs a decision, the card includes context, not just a percentage change.

4. 4

   When you finally rebalance

   Today

   The plan lives in notes, not in the data

   You decided to trim last month. Life happened. The thesis in your head drifted from the positions still sitting in the account.

   With Thesis

   Strategy memory survives between sessions

   Thesis remembers what you said you were trying to do. Follow-ups pick up where you left off instead of starting cold every time you log in.

Why Thesis

More than a broker allocation pie

Dashboard widgets

Data built for a focused book

Holdings, concentration, allocation, and market color on the same desk you use when reviewing risk.