Use cases
Who uses ThesisLoop
AI investment research that reads every filing so you don't have to — however you invest.
Active Investor — Portfolio Monitoring
8 holdings. Every filing. Zero missed signals.
You manage 8-10 stocks personally. ThesisLoop reads every annual report, con-call, and investor PPT for your holdings — then scores management credibility, evaluates business models, identifies growth catalysts, and flags risks. All with exact page citations.
Family Office — Research & Diligence
Institutional research. Two-person team.
Your family office covers multiple sectors with a small team. ThesisLoop gives you the research depth of a full analyst team — management tracking, business model evaluation, growth analysis, and risk assessment across your entire portfolio.
Wealth Advisor — Client Portfolios
Serve more clients. Miss nothing.
You advise multiple HNI clients, each with different portfolios. ThesisLoop monitors every holding across all client portfolios — so you catch signals early and provide research-backed context.