Skip to content
theanalystai
Try it free
Thesis monitoring for self-directed investorsYour reasoning. Their filings. Checked.

You bought itfor a reason.

Write down why you own a stock. We turn it into three checkpoints, read every new SEC filing against them, and tell you — with the source — when one of your reasons needs another look.

Try it on your stockOne company free. No advice, ever. Filings only.
Disclosures, checked against your reasons

Filings arrive.
Your reasons get checked.

A concept visualization / Move to explore
A different kind of edge/01

Less noise.
More what changed.

You already did the thinking. The hard part is noticing, two quarters later, when one of your reasons quietly stopped being true.

01 / Write it down

Your reasons.
Not ours.

Say why you own it in plain words. We turn that into three checkpoints tied to figures the company actually reports — and label anything we had to assume.

Try it on your stock

“I own it because the brand
has real pricing power.”

Your words“The brand has pricing power”What you wrote
CheckpointGross margin stays highVersus your starting point
Read from10-Q gross marginSEC filing, with a link
Your reasoning, tied to something a filing reports.
02 / Evidence

Every number
names its filing.

One marker per filing · Compared like for like

Figures come from SEC filings and the structured data inside them. Each one shows the form, the period and the date, and links straight to the document.

03 / Honesty

A quiet quarter
is an answer.

Four statesAlways explicit
New evidence to review
No material change
Source unavailable

If we could not read a source, we say so. A failed check is never dressed up as an all-clear, and we never turn a change into a buy or sell instruction.

From your words to a briefing/02

Three steps.
Then we watch.

You write it once and confirm it.
After that it runs without you.

The process / 01

Your reasons. In your words.

Say why you own it, the way you would tell a friend. We turn that into three checkpoints, each tied to something a filing actually reports — and we never guess at a reason you did not give.

Try it on your stock
aMonitoring workspaceInteractive preview
From reasoning to checkpoints

Why you actually own it

You confirm every one
Your words“The brand has pricing power”What you wrote
CheckpointGross margin stays highVersus your starting point
Read from10-Q gross marginSEC filing, with a link
Confirmed by you Then we watch it
We match your wording to a figure the company reports — and label it clearly when we had to assume.

Illustrative wording. The live sample uses real filings.

Sourced evidence. Explicit uncertainty. Your decision.
Built for people who did the thinking/03

We bring the reading.
You bring the judgment.

For the person holding ten or twenty companies who does not have an afternoon each quarter to re-read every filing — but does not want to find out eighteen months late that the reason they bought has gone.

The thinking behind TheAnalystAI
One free. Then a real portfolio./04

One company free.
Then a real portfolio.

Compare all plans

Free

Watch one holding, with the same evidence trail.

Free
  • 1 monitored company
  • 3 confirmed checkpoints
  • Filing-backed change cards with sources
  • In-app briefings
  • 90 days of briefing history
Start with one company

Monitor

Go deeper

Keep your reasons under review across a real portfolio.

$29/ month
  • Up to 20 monitored companies
  • 3 confirmed checkpoints per company
  • Filing-backed change cards with sources
  • In-app and email briefings, your timezone and cadence
  • Full briefing and thesis-version history
  • Shareable monitoring pages you opt into
See the Monitor plan

Billed monthly in USD through Paddle, cancel any time from the billing portal. See pricing for the full limits and terms.

Good questions/05

A little more
clarity.

Let’s talk

Your holdingsStill worth holding?

Would you
still buy it today?

Bring one ticker and one honest sentence.

Try it on your stock