Thesis

Thesis turns each position's investment thesis into specific, testable claims and monitors every SEC filing, earnings release and headline against them, including competitors, customers and suppliers. When something moves a claim, you get an alert with the source and the claim's updated status (supported, challenged, broken). On earnings day, a brief shows what the report changed for each claim and how results compared with the Street. Built for RIAs and family offices that own individual stocks and don't have an analyst reading every 8-K.