Assumptions
Pick a lens, then set your estimates.
Intrinsic Value
Projected fair value vs. the market — risk-adjust with your margin of safety.
Candidates
0 matches · top 20 by market cap.
My Portfolio
Growth projector
Portfolio goal
Add holding
The Brain
Write your rules, refine them, then stress-test.
The Arena
Compare names to your thesis and surface ideas.
Delete your account
This permanently deletes your account and all your data — your theses, watchlists, preferences, and profile. This cannot be undone.
Type DELETE below to confirm.
- Unlimited AIThesis generation & screening, no monthly cap.
- Full toolsetThe Arena, Risk Audit, and Refine Thesis.
- 30 years of financialsThree decades of history, vs. 5 on Free.
- Unlimited watchlistTrack as many names as you like.
Invest with conviction.
Build a thesis, then find the stocks that fit it — and stay accountable to your own reasoning over time.
- Find and develop your investing thesis
- Find stocks or ETFs that match it
- Get notified when a new stock fits
Plus AI analysis, fundamentals, 30-year financial history, charts, DCF valuation, and portfolio tracking.
Set your investing thesis
This is the set of rules a stock must meet to earn your money. Start from a template, or write your own — you can refine it anytime.
Add stocks you own
Optional — add a few holdings and we'll score each one against your thesis. Skip if you'd rather start fresh.
Here's what fits your thesis
We screened the market against your thesis. These stand out.
Get your weekly thesis report
Each week we watch the market for you and email where your holdings stand against your thesis — plus new stocks that start to fit. Choose the depth that suits you; you can change anytime.