Daily Brief
Regime: neutral to risk-on
Key focus: macro + earnings setup
Thesis AIAI-Powered Investment Research
Market insight
in seconds.
Thesis orchestrates specialized AI agents to synthesize macro, fundamentals, news, and price action into a clear, portfolio-aware thesis — in under 30 seconds.
Private iOS beta · invite-only
Insight Card
Bull case strengthened in semis
Confidence: 86%
Source-backed context included
Portfolio View
Total value: $124,532
Daily change: +1.02%
The App
Your investment research,
reimagined for mobile.
Three screens. Instant context. Everything you need to act with conviction.
Good morning
Market Brief
Today's Regime
Risk-on82% conf
Breadth expanding · Yields stable
Holdings
NVDA▲ +2.4%
AAPL▼ −0.8%
MSFT▲ +1.1%
AI Insight
Semis bull case strengthened on data center demand beat.
Ask Thesis
What's driving NVDA today?
Bull
86% confidence
Data center revenue +112% YoY. Blackwell ramp ahead of schedule. Export restriction risk priced in.
3 sources cited ↗
Portfolio
Total Value
$124,532+1.02%
+$1,272 today
Positions
NVDA42%+2.4%
AAPL28%−0.8%
MSFT18%+1.1%
Get AI Analysis →
How It Works
From question to conviction in three steps.
No noise. No second-guessing. Just a clear, source-backed thesis built for your portfolio.
01
Define your context
Set up your watchlist and portfolio. Thesis uses your actual holdings and interests to focus the research — not generic market commentary.
Watchlist symbolsPortfolio exposureRisk profileYour questions
Research Brief
NVDAAAPLMSFTGOOGL
Portfolio: 6 holdings
Risk: Moderate
Focus: Growth tech
02
Agents go to work
Five specialized AI agents run in parallel — scanning macro conditions, fundamentals, news sentiment, price action, and risk signals simultaneously.
Macro regimeFundamental healthPrice trendNews sentimentRisk flags
Running in parallel
Macro
Fundamentals
News & Sentiment
Price Action
Risk & Regime
Flow
5 agents · under 30 seconds
03
Get a clear thesis
A synthesis engine assembles the signals into a Bull / Bear / Neutral thesis with ranked catalysts, confidence score, and real source citations.
Catalyst rankingConfidence scoreRisk flagsSource citations
Bull86% confidence
Signal strength
•Data center revenue +112% YoY
•Blackwell ramp ahead of schedule
•Export risk already priced in
EarningsMacroPrice
Features
Built for mobile decision-making.
Daily Market Brief
A fast, mobile-first brief tuned to what you actually hold — every morning before the open.
Insight Cards
Short, structured summaries that explain what changed, why it matters, and what to watch.
Confidence Score
A clean signal quantifying how strong the thesis is — so you spend attention where it counts.
Portfolio-Aware Commentary
Commentary tied to your actual holdings, not generic market chatter built for everyone.
Thesis Alerts
Alerts when the investment thesis shifts — not just when the price twitches.
Save & Revisit
Research you can save, search, and review. Build a personal knowledge base over time.
Multi-Agent Research Engine
Parallel intelligence that turns chaos into conviction.
Thesis orchestrates specialized agents for macro, fundamentals, sentiment, and price action. Each agent contributes structured signals, and a synthesis layer produces a clean, source-aware thesis.
Macro AgentFundamentals AgentNews & Sentiment AgentPrice Action AgentRisk & Regime Agent
Outputs are ranked by confidence and tailored to your risk profile and holdings.
Built for serious investors
Institutional discipline.
Mobile simplicity.
Designed by engineers and investors with institutional-style research discipline — adapted for the mobile investor who needs clarity, not more noise.
No trading. No hype. Just insight.Structured reasoning over headline chasing.Source-cited, confidence-scored outputs.Mobile-first workflows built for real daily use.
FAQ
Common questions.
Is this financial advice?
No. Thesis AI provides research assistance and context, not personalized investment advice. Always consult a qualified financial advisor before making investment decisions.
Who is this for?
Serious retail investors who want clearer decision support without information overload — people who do their own research but want AI to do the heavy lifting on synthesis.
Do you execute trades?
No. Thesis focuses entirely on research and insight. We have no brokerage integrations and cannot place orders on your behalf.
Is this free?
Early access is limited and invite-based while we validate the MVP with real users. Pricing launches after core workflows are validated.
Early Access
Request iOS TestFlight Access
We're onboarding a small group of serious investors helping shape Thesis from day one.