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From researchto trades.

Thesis turns model updates from the research you follow into buys, sells, and sizes for your brokerage account. You review and approve. Thesis executes.

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Less spreadsheet work. No repeated order entry.

Eight trades.
Yours to approve.

Your account. Your call.

A researcher’s model becomes account-specific trades for investor approvalPositions S01 to S08 fit within a $75,000 thesis allocation in a $100,000 account, including $7,500 cash. Excluded holding S09 remains outside the plan at $25,000, unchanged. Four varied buys and four sells each total $12,000. The investor reviews and approves the plan before Thesis submits any orders.

Nothing moves without your approval.

After approval, Thesis submits the orders. Prices and funding checked first.S09 excluded · $25,000 unchanged.

Your account stays yours.

Built around your brokerage account.

  • Interactive Brokers
  • Charles Schwab
  • Fidelity
  • Vanguard
  • Webull
  • tastytrade
  • Robinhood
  • Public
  • E*TRADE
  • Questrade
  • Alpaca
  • Tradier

Major brokerages and beyond. Connection availability confirmed before access.

One update. One trade plan.

Start with the research you follow.

Follow a macro research shop, investment newsletter, or model publisher. Their reviewed model sets the targets; the research and rationale stay in view.

AI infrastructure · Thesis

A new view. A coordinated rebalance.

Research view
The AI buildout depends on power, fuel, and equipment.
Model change
Increase four positions and trim four.
Challenge
Project delays or faster supply expansion.
8 positions · 4 increases · 4 reductions

Make it fit your account.

Choose your allocation, cash reserve, and exclusions. Thesis sizes the changes against your existing holdings.

Your implementation preferences

$75,000 for this thesis.
$25,000 outside it.
Positions $67,500Cash $7,500Outside $25,000

Thesis positions $67,500 across 8 names

$100,000 account. Keep $7,500 cash in this thesis. S09 is excluded; its $25,000 stays outside this plan, unchanged.

Approve. Thesis executes.

Review every buy and sell together. Once you approve, Thesis submits the orders and tracks the results.

Eight trades. One review.

AI infrastructure · Model update

$75,000 allocated to this thesisthesis allocation

75% of a $100,000 account · Includes $7,500 cash

Includes $7,500 cash

PositionNowTargetNow → TargetEst. trade
S01 · Fuel15%20%15% → 20%Buy $3,750
S02 · Power22%15%22% → 15%Sell $5,250
S03 · Electrical9%12%9% → 12%Buy $2,250
S04 · Generation11.5%10%11.5% → 10%Sell $1,125
S05 · Grid13.5%10%13.5% → 10%Sell $2,625
S06 · Cooling5.5%10%5.5% → 10%Buy $3,375
S07 · Equipment4.5%8%4.5% → 8%Buy $2,625
S08 · Chips9%5%9% → 5%Sell $3,000
4 buys · $12,000   /  
4 sells · $12,000Est. ending cash: $7,500, before costs.

Weights are % of the $75,000 thesis allocation. S09 is excluded; $25,000 stays outside this plan, unchanged.

Awaiting your review.Estimates before costs. Funding and prices checked before approval.

Frequently asked questions

Who chooses the investments?

Your researcher supplies the reviewed model. You choose how much to allocate and which trades to approve. Following a model does not give the researcher discretion over your account.

Does Thesis trade automatically?

Only after your approval. You review each complete plan before live orders are sent. Prices, funding, and account constraints are checked again.

Do I need to move my investments?

No. Your assets stay with your brokerage. We confirm the supported connection for your setup before access.

What happens when the model changes?

Thesis uses your updated holdings and saved preferences to prepare a new plan. Each cycle requires fresh approval; fills are checked against the plan.

How do I join, and what does it cost?

Join the waitlist and tell us about your research, brokerage, and workflow. We follow up as access opens. Pricing and terms come before any commitment; the waitlist does not start a paid plan.

Ready toget started?

Get early access to turn your research into trades.

Join the investor waitlist