THESIS | Your Personal Analyst

Thesis Knows You

Every answer is grounded in your actual portfolio and the goals you've set.

I'm thinking about adding to my GOOGL position.

You own 300 shares at $155 avg. Adding 100 at $174 raises your basis to ~$161.

Two flags: GOOGL is already 16.4% of portfolio. Adding here pushes it to 19.8% — right at the 20% concentration limit you set in January. And it drops your cash from $14,200 to $2,400. Last time you went below $5K you said it made you uncomfortable.

Thesis Remembers

Persistent memory that surfaces when it matters.

How's my NVDA position looking?

NVDA is at $224, up 60% from your $140 entry. 500 shares, $112,000 — 24.3% of portfolio.

At 35× forward earnings, this price needs AI capex to keep accelerating. Microsoft and Google both flagged moderating spend last quarter. At $140 you were paying for a strong business. At $224 you're paying for everything to go right.

Last August you held AAPL through a similar setup and gave back most of the gain. Afterward you said "I'm not doing that again."

Trimming 200 shares locks in $16,800 and drops concentration to 15.8%.

Recalled from Aug 12 conversation

Thesis Watches

Your market conditions tracked around the clock so you never miss an opportunity.

10:15 AMAAPL$228.40+0.6%

Opportunity

AAPL IV rank just hit 72nd percentile — highest in 6 weeks

You own 500 shares and you typically sell covered calls when IV is elevated. The Mar 21 235C is paying $3.40 — that's 1.5% yield for 32 days with 73% probability OTM. Two weeks ago the same strike was only paying $1.80. The premium environment is meaningfully better today.

Current premium

$3.40

Same strike 2 weeks ago

$1.80

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Thesis Connects the Dots

Something happens that you didn't even realize affects your portfolio. Thesis sees the link and brings it to you before you think to ask.

11:20 AM

Insight

China announces new rare earth export restrictions

You don't have direct China exposure, but this hits two of your positions. TSLA — rare earths are critical for EV motors and batteries. AAPL — rare earth magnets are in every iPhone speaker, haptic engine, and camera module. Last time China restricted rare earths in 2023, AAPL dropped 2.1% over 3 days.

TSLA250 shares · $98,400

AAPL500 shares · $114,200

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Thesis Sees it Coming

Not every risk makes headlines. Thesis catches the quiet shifts before they become real problems.

8:30 AM

Alert

Your tech concentration has quietly hit 64%

Three months ago your tech exposure was 48%. You haven't been adding aggressively — but NVDA up 22%, AAPL up 14%, and GOOGL up 9% have drifted your allocation. If the sector pulls back 10%, your portfolio takes a 6.4% hit. That's ~$32,000 on your current value. No single position triggered this — it happened gradually. Worth considering whether this is the exposure you want heading into earnings season.

Tech exposure

64.2%

At risk on 10% sector pullback

~$32,800

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What Thesis does

Connects to your brokerage

Read-only access to your real positions, P&L, and cost basis. Live data from 20+ brokerages including Robinhood, Schwab, Wealthsimple, and Interactive Brokers. No CSVs, no manual entry.

Answers questions about your portfolio

Ask anything, from "should I trim this position?" to "how exposed am I to a rate hike?" Every answer is grounded in your actual holdings, not generic advice.

Remembers your strategy and preferences

Your risk tolerance, your thesis for each position, the lessons you've drawn from past trades. Thesis builds context over time, month three is dramatically better than day one.

Watches your portfolio and the market

Thesis monitors your positions around the clock. When something material happens — earnings, macro shifts, price moves — it's already been evaluated against your holdings before you check in.

Surfaces what matters and follows up

Proactive alerts when your portfolio drifts, correlations spike, or opportunities appear. It references its own prior advice, checks back on open questions, and notices when things change.

Never trades or moves your money

Thesis is analysis only. It can't place orders, transfer funds, or modify your accounts. You stay in control, Thesis just makes sure you're making decisions with full context.

That changes now.

One connection. Thesis takes it from here.