Less work.
Skip the spreadsheets and repeated order entry. Thesis handles the buys, sells, and sizing as one coordinated plan.
From convictionto execution.Faster.
Act on the research you trust while it is timely. Thesis turns model updates into the buys, sells, and sizing for your account. Review one coordinated plan, approve it, and let Thesis handle the execution.
Request accessLess order prep. Less delay. Your decision.
Eight trades. One review.
AI infrastructure · Illustrative model update
$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.
Research moves.Manual work slows you down.
A model update is useful only if you can act on it. Comparing holdings, calculating sizes, and entering orders all add delay between conviction and execution. Thesis does that work for you.
Your conviction should not wait on admin.
Shorten the work between a research update and the trades that put it into action.
Less lag.
Put timely research to work sooner. Spend less of the opportunity window calculating what to do.
Your call.
Act with a clear view of the whole plan. Keep your account, allocation, and final decision in your hands.
Reduce the time and operational cost of turning each update into trades.
A shorter path from update to execution.
Start with the conviction.
Keep the research and rationale in view. Thesis translates the reviewed model into a plan, so you can focus on whether to act.
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.
Skip the portfolio math.
Set your allocation and cash preference. Thesis works out the changes against what you already hold, across the whole model.
Your implementation preferences
$75,000 for this thesis.$25,000 outside it.
Thesis positions $67,500 across 8 names
Illustrative $100,000 account. Thesis allocation: 75%, including cash. Other holdings remain outside this plan.Review once. Move forward.
Review the complete set of buys and sells together. Approve the plan, then let Thesis submit the orders and track the results.
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 account.Your call.
The research shop sets the model.
Its research and published allocations provide the starting point.
You choose the implementation.
Your preferences shape the plan. You review and approve the proposed trades.
Your brokerage holds the account.
Approved orders go to your connected, supported brokerage. You stay in control of the decision.
Your conviction.Less busywork.
Spend your attention on the research and the decision. Let Thesis handle the calculations and coordinated execution.
Access through your research network.
Tell us who referred you, the research you follow, and where you invest. We use those details to qualify your setup and arrange access.
Request accessBefore youget started.
Does this trade automatically?
Thesis automates the calculations and approved order submission. You review each complete plan before live orders are sent. Following a model does not give the shop discretion over your account.
How do I get access?
Access is referral-based. Share your referral, research provider, and brokerage in the request. We confirm account fit and the next step with you.
Do I need to move my investments?
Your assets stay with your brokerage. Thesis prepares and submits approved trades through the connected account.
What will it cost?
Pricing and terms are shared during access review, before you commit. Requesting access does not start a paid plan.
Less lag betweenconviction and action.
Bring the research you trust. Tell us who referred you and where you invest to request access.
Request access