Slide 01
Project 29 of ~34 · Alpha Access Open

Stop Buying Stocks
Without a Thesis.

Investment Thesis Builder is the structured thinking tool that turns vague investment hunches into documented, AI-reviewed, trackable investment theses — before you commit capital.

Start Free Trial →

14-day free trial · No credit card · Cancel anytime

$14/mo
Starter Plan
0%
AI Cost (local inference)
<8 min
First thesis from signup
Slide 02

The Problem

91%

of retail investors make buy decisions based on social media or news headlines — not structured analysis.

Source: Dalbar Quantitative Analysis of Investor Behavior, 2023

  • ✕ Investors buy based on FOMO, then panic-sell at the first sign of red
  • ✕ No structured place to document why you bought, what could go wrong, or when to revisit
  • ✕ Average retail portfolio has 23 positions — most with no documented rationale
  • ✕ Existing tools (spreadsheets, notes apps) don't enforce structured thinking
  • ✕ No feedback loop — investors repeat the same mistakes for years

The Result

Individual investors underperform the market by 3–5% annually due to poor entry/exit timing and lack of disciplined position sizing.

Not because they're uninformed — because they're un-structured.

The Fix

Document your thesis before you buy. Get it reviewed by AI. Track it over time.

ITB doesn't pick stocks. It makes you think better.

Slide 03

The Thesis Canvas

Every investment documented through 6 structured sections. Nothing skipped. Nothing forgotten.

📈 Bull Case

Upside Target
+45% over 18 months
Key Catalysts
Rate cuts + 25% revenue growth forecast
Assumptions
Market doesn't enter recession; competitor fails to launch
Probability (user-set)
70%

📉 Bear Case

Downside Scenario
-30% if growth stalls
Red Flags to Watch
Margins compress, insider selling, competitor innovation
Kill Switch Conditions
Revenue growth < 10% for 2 quarters
Probability (user-set)
30%
01
Thesis Statement
What exactly will happen, and why? (500 chars max)
02
Evidence
Data, reports, observations supporting this thesis
03
Timeframe
When does the thesis play out? 1–3mo / 3–12mo / 1–3yr
04
Bull Case
Best case, catalysts, what has to go right
05
Bear Case
Worst case, red flags, what breaks this thesis
06
Bet Size Rationale
Why this position size? Kelly-adjusted sizing + conviction
Slide 04

Key Features

📝

Structured Thesis Editor

Guided 6-section editor ensures nothing is skipped. Auto-save, version history, and AI autocomplete suggestions for faster writing.

🧠

AI Thesis Reviewer

Local Ollama-powered AI reviews your thesis, flags logical gaps, unsupported claims, and missing bear case coverage. Delivered in <60 seconds.

⚖️

Bull/Bear Canvas

Side-by-side visual canvas with probability scores, assumption cards, and upside/downside estimates. Auto-generates Thesis Strength Score (0–100).

📊

Position Sizing Tool

Kelly Criterion variant adjusted for retail risk tolerance. Volatility-adjusted sizing. Concentration checks. Risk budget visualization.

📚

Evidence Library

Personal database of cited sources — articles, papers, PDFs. Tag, verify, and attach evidence to specific thesis sections. Import via browser bookmarklet.

⏰

Thesis Tracking

Timeframe-based review schedules. Checkpoint reminders. Stale detection. Versioned revision log. "Is the thesis still valid?" prompts at each checkpoint.

Not a stock picker
We don't recommend assets. We validate the quality of your thinking.
Not a broker
No trade execution. No portfolio sync. You document; you decide.
Privacy-first
AI runs on local Mac Mini. Thesis data never touches third-party APIs.
Slide 05

Pricing

Start free. Upgrade when you need more. No surprise bills.

Starter
$14/mo
  • 10 active theses
  • 10 AI reviews/month
  • 100 evidence items
  • Basic position sizing
  • Email support
  • 14-day free trial
Start Free Trial
Pro
$29/mo
  • Unlimited theses
  • Unlimited AI reviews
  • Unlimited evidence library
  • Advanced Kelly sizing + volatility adjust
  • Bull/Bear canvas with PDF export
  • Priority email support
  • 14-day free trial
Start Free Trial
Team
$49/seat/mo
  • Everything in Pro
  • Shared evidence library
  • Collaborative thesis editing
  • Dedicated CSM
  • Custom onboarding
  • SLA guarantee
Contact Sales

Annual billing: 2 months free · All plans include 14-day trial · No credit card required to start

Slide 06

Think Better. Invest With Confidence. Track Everything.

Investment Thesis Builder turns your investment ideas into structured, AI-reviewed, trackable theses — before a single dollar is deployed.

Start Your Free 14-Day Trial → View live demo Read the docs
30K
Target MAU (12 months)
$4.2M
ARR target
<5%
Monthly churn
$0
AI cost (local inference)

Questions? Talk to us at hello@investthesis.app · investthesis.app