Portfolio Intelligence
Instead of opening forty client portfolios one at a time, Thesis ranks your whole book by what needs your attention this week.
Import positions, not spreadsheets you have to babysit
Upload a positions export from a supported custodian and Thesis normalizes it into a real portfolio — tickers, weights, market value, asset type — ready for analysis without a manual cleanup pass. See which custodian formats are supported.
Ranked by what needs attention, not alphabetical order
A position that has grown into a concentration risk, a holding with a downgrade nobody has looked at, a client whose allocation has drifted from their stated mandate — Thesis surfaces it. You decide what to do about it. Thesis makes sure you see it before your client does.
A record of the thesis, not just the position
Attach your own reasoning to a position — the catalysts and risks you expected when you took it — and Thesis tracks how the position has drifted from that original thesis over time, not just how the price moved. A quarterly book review rolls this up firm-wide for the review your compliance process already expects.