Thesis monitoring for US-listed companies
We draft the numbers. You write the reason. We tell you the day one breaks.
Type one ticker and see it now: the three numbers you would be watching, each beside the line it has to hold, and the last year each one broke.
Hold a whole portfolio? Free audit reads a list of them against the tests value investors published.
One email the night a line breaks. Silence otherwise.
The deliverable
And then we keep checking, every night, and write only when one breaks.
Inbox
ExampleThesis assumption breached: operating margin
7h agoYou assumed operating margin stays at or above 12%. Last night's check read 10.90% from the FY2025 statements filed Feb 19, 2026. Fires once, then silent while the breach persists.
Recovered: return on invested capital back above 20%
Jun 3Quiet note, no email. Re-armed for the next breach.
- Fires once
- One email the night a line breaks. None after it.
- When it arrives
- The check runs every night at 23:30 UTC. A filing is picked up the night after it is published.
- Quiet otherwise
- Every pass that finished is counted, with what each guardrail last read.
- Never a false alarm
- A missing number reads n/a, and n/a never fires.
- One price, always
- No launch rate, no exit discount. Cancel in one click.
Today / 1 of 6
What you own, and what changed
Your share of earnings, what filed since your last visit, and where you are concentrated.
Stock page / 2 of 6
The working paper on one company
Three questions answered by measured figures, above the accounts as filed.
Find companies / 3 of 6
Write the conditions before you know the company
A saved screen is re-run every night, and you hear when a company enters or leaves it.
Positions / 4 of 6
Write down why you own it
The same conditions as a screen, on a company you already hold, checked on the same nights.
Researching / 5 of 6
The companies you follow, side by side
The research ledger on the thesis board: every row carries the forensic snapshot, not just a symbol.
What we sent you / 6 of 6
The numbers are re-checked every night
One email the first time a line breaks, silence otherwise.
Pricing
One plan. One price.
- Every discipline, every company we measure, no tiers
- The numbers you flag re-tested nightly, wherever we hold the figure
- Source trail on every verified figure, across most, but not all, of the companies we list
- Cancel in one click
14 days free, card required, first charge on day 15, refundable for 30 days. Full terms
What people ask first
Questions
What does this product actually do?
It shows each figure with its source: the formula, the inputs, the statement and the filing date. It records why you own a company, in your words, and the numbers that must stay true. Then it re-tests those numbers nightly and emails you the first night one breaks.
How is this different from doing it in a spreadsheet?
A spreadsheet is as current as the last evening you spent on it. This reads new filings every night, keeps your reasons beside the numbers that carry them, and writes to you the day one breaks.
What is a guardrail?
One condition and one threshold, phrased as the statement that keeps your thesis alive. "Return on invested capital stays at or above 20 per cent" is a guardrail.
Where does the fundamental data come from?
The accounts each company files with the SEC, read from EDGAR and standardised into comparable statements. Every statement carries its fiscal year, period, filing date and reported currency, which is what lets a figure open into its source.
Does it tell me what to buy or sell?
No. It gives you the filed figure, its formula, its source and its filing date, so the decision is yours and you can say why you made it.
Is there a trial, and does it need a card?
A 14-day trial of the whole product, and yes, it needs a card. Nothing is charged until day 15, when the plan you picked begins.