Thesis

Thesis is an investment thesis tracker that monitors financial filings and headlines against stock holdings.

Thesis is an investment thesis tracker designed for stock investors. It lets users write down their reasoning for owning each stock in their own words. The platform turns these notes into testable claims and checks them against incoming filings, earnings releases, press releases, and headlines. Users receive alerts when market events support, challenge, or break their specific claims. The system scans hundreds of events to surface material updates for each position. It provides portfolio tracking capabilities with trial and paid per-holding options.

Thesis at a glance

Best for: Finance, Founder
Runs on: Web
Pricing: Free trial $0 for 30 days; Per holding $4.99/holding/month
Released: November 2026
Category: AI research tool
Website: mythesis.ai

Key features

Investment thesis tracking for stocks
Automated monitoring of filings and press releases
Event analysis against user reasoning
Alerts for supporting or breaking events
Evidence linking to original filings
Portfolio holding management

Use it for

Tracking stock investment reasoning
Monitoring SEC filings and earnings for portfolio holdings
Receiving alerts when events challenge a thesis

Alternatives to Thesis

Easy Stock — It combines market data, AI research, and local memory into a single workflow.
EquiReason — It reads filings, traces economic impacts, and holds a verdict on every company.
NewsStocks.live — Get fast daily market briefs, summarized stories, and company news without an account.
Vibe Research — Runs locally, maintains context, calls tools, and preserves complete research evidence.
Vantage — It connects external regulatory filings and market news with internal CRM, chat, and issue tracker alerts.
Daloopa — Extracts financials with source-linked data and cuts model building time by 70%.
Daily Stock Analysis — Integrates multi-source data, LLM decisions, and multi-channel notifications.
RowSpeak — It automatically turns messy business files into reviewable charts, dashboards, and reports.
Arthneeti — Extracts revenue, margin, and capex guidance directly from concalls.
FinGPT — Access open-source financial language models and APIs at a low cost.
Tegus — Access 300,000+ expert transcripts and 4,000+ financial models in one platform.
FinanceToolkit — Access transparent calculation methods for 500+ financial metrics.

All Thesis alternatives