Less friction.
Turn one model update into account-specific plans. Spend less time answering the same implementation questions.
Your insight.Put to work.
Close the gap between publishing your thesis and subscribers acting on it. Thesis turns model updates into account-specific trades they can review and approve, making your research easier to use and worth coming back to.
Request accessYour research leads. Thesis handles the implementation.
One update. Ready for each account.
AI infrastructure · An illustrative subscriber account
$75,000 allocated to this thesisthesis allocation
75% of a $100,000 account · Includes $7,500 cash
Includes $7,500 cash
| Position | Now | Target | Now → Target | Est. trade |
|---|---|---|---|---|
| CCJ · Cameco | 16% | 20% | 16% → 20% | Buy $3,000 |
| GEV · GE Vernova | 20% | 15% | 20% → 15% | Sell $3,750 |
| ETN · Eaton | 8% | 12% | 8% → 12% | Buy $3,000 |
| CEG · Constellation | 12% | 10% | 12% → 10% | Sell $1,500 |
| PWR · Quanta Services | 12% | 10% | 12% → 10% | Sell $1,500 |
| VRT · Vertiv | 6% | 10% | 6% → 10% | Buy $3,000 |
| BWXT · BWX Technologies | 4% | 8% | 4% → 8% | Buy $3,000 |
| ASML · ASML | 12% | 5% | 12% → 5% | Sell $5,250 |
4 buys · $12,000 /
4 sells · $12,000Est. ending cash: $7,500, before costs.
4 sells · $12,000Est. ending cash: $7,500, before costs.
Weights are % of the $75,000 thesis allocation.
Your account stays yours.
Thesis turns research into a coordinated plan for the brokerage you already use.
These are examples, not the full list. Tell us where your account is held, and we’ll confirm the supported path for your setup.
Publish the insight.Remove the friction.
Your subscribers pay for your judgment. Make it easier to put that judgment to work, without rebuilding your model in a spreadsheet or preparing every order themselves.
Make your research easier to act on.
Give subscribers more value from the judgment they already pay you for.
Worth renewing.
Make each update practical to use. Give subscribers a reason to return to your research and keep it part of their routine.
Stay the source.
Keep your name, rationale, and conviction connected to the action. Thesis handles implementation around your expertise.
One published view. A practical path to execution for each subscriber. Subscribers retain the final trade decision.
One update. Less work for every subscriber.
Bring the research.
Provide your model update with the source research and rationale. Keep your expertise visible through the path to implementation.
AI infrastructure · Illustrative 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.
Review what you publish.
Your team checks the model before it becomes available to subscribers. Keep a clear link between the source research, the reviewed update, and its version.
A deliberate review.
A published model.
- Source rationale
- Included
- Allocations
- Reviewed by your team
- Model version
- Preserved with the update
Give each subscriber a plan.
Subscribers apply their own account preferences and review the proposed changes. They decide which trades to approve at their supported brokerage.
Review proposed changes
- 4 buy orders
- $12,000
- 4 sell orders
- $12,000
The next update does not start from scratch.
Every reviewed model update starts from current holdings and saved preferences. Thesis recalculates the work, so the next decision does not bring another round of manual order prep.
01 / Model changes
A new reviewed model supplies the target weights.
02 / Plan recalculates
Holdings, cash, exclusions, and allocation determine the buys and sells.
03 / You approve
Review the complete plan before orders are submitted.
04 / Outcomes reconcile
Compare fills with the plan, then use the updated holdings for the next cycle.
Each cycle requires your approval before live orders. Prices, funding, and account constraints are checked again.
Your expertise.Their decision.
You own the research.
Your team supplies the rationale and reviews the model that subscribers use as their starting point.
Subscribers choose the implementation.
Each subscriber configures their account and approves their own proposed trades.
The brokerage holds the assets.
Approved orders are routed to the subscriber’s supported brokerage, after their explicit review.
Start withone model.
Give subscribers a clear path from your model to their own accounts. Keep your research at the center while Thesis handles the account-specific implementation.
Make the subscription easier to use.
Less implementation friction. Fewer repeated questions about order sizing. A practical reason to return to your next update.
Request accessBefore youget started.
Does the shop control subscriber accounts?
Subscribers review and approve their own trades. Publishing a model does not give your shop discretion over their accounts.
How does a shop get access?
Share your referral, publishing workflow, model format, and subscriber profile. We use those details to scope onboarding and arrange access.
Can we keep our existing publishing workflow?
Your research remains the source of the model. During onboarding, we map your publishing format and review process to the subscriber workflow.
What are the commercial terms?
Pricing, responsibilities, and onboarding scope are agreed before you commit. The access request helps us understand your shop.
Your next update.Easier to act on.
Tell us who referred you and how your shop publishes. We will follow up with the next step for access.
Request access