Deep ticker research without the tab sprawl.

The journey

Research should end in a decision, not a folder of open tabs.

DIY investors know how to dig. The friction is the handoff: from idea to dossier to "does this fit my book?" Today that path crosses screeners, news sites, insider trackers, and a notes app that never talks to your broker.

1. 1

   When an idea hits

   Today

   Every ticker opens five subscriptions

   Fundamentals in one place, headlines in another, insider form fours somewhere else. You are the integration layer, copying numbers into a doc you may never reopen.

   With Thesis

   One dossier per symbol

   Key stats, news, analyst actions, and ownership flow on a single research surface. Open the name once and stay in the work.

2. 2

   While you underwrite

   Today

   Political and insider flow live off to the side

   You care who is buying alongside you, but congressional disclosures and Form 4 feeds sit in tools that do not know the ticker you are researching right now.

   With Thesis

   Ownership intelligence beside the story

   Insider and Senate/House activity show on the same page as the fundamentals you are already reading.

3. 3

   Before you size the trade

   Today

   Research forgets whether you already own it

   You finish the write-up, then remember you already have a starter position at a different basis. You flip back to the broker to check weight and P/L.

   With Thesis

   Holdings in view while you research

   When connected, your position size and day change stay on screen so the question is always "what do I do with what I have?" not just "is this a good stock?"

4. 4

   When you are ready to act

   Today

   The thesis stays in your notes app

   You close the research tabs and retype the bull case into chat or a journal. Half the nuance is lost in translation.

   With Thesis

   Hand off to Copilot in one step

   Move from research to a portfolio-aware conversation without losing the symbol, your holding, or the question you started with.

Why Thesis

One research hub instead of five subscriptions

Dashboard widgets

Research widgets on one desk

Fundamentals, analyst actions, insider and congressional flow, and headlines for the names you are working.