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.
Annual reports pile up. You skim the MD&A and hope you caught what matters.
Management promised 20% growth last year. Did they deliver? You'd have to dig through old reports.
You track 8 stocks across 3 sectors. Keeping up with all filings is a full-time job.
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How ThesisLoop Helps
Define metrics once, compare across all peers instantly
4-Part Analysis
Management credibility, business model, growth potential, risk — automated for every holding.
Source Cited
Every insight links to the exact page. One click to verify in the original document.
Compare Holdings
Same metric across 8 stocks. One view, with source pages for each.
Gets Smarter
Your investment framework embedded. Sharper analysis with every review.
Your Workflow, Transformed
Read
300-page annual report. You skim the MD&A and hope.
AI reads every page and extracts what matters for your sector.
Track
Management said 20% growth. You forgot. They reported 12%.
Every promise tracked. Delivery scored. Credibility built over time.
Compare
8 peers, 8 reports. Manually building an Excel comparison.
One metric, all peers, one view. Jump to the source page in each.
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Your AI investment team is ready.
Professional-grade research for your portfolio. No team required. Start in minutes.