NYSE · NASDAQ8 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.
How ThesisLoop Helps
Define metrics once, compare across all peers instantly
4-Part Analysis
Management credibility, business model, growth catalysts, and risks — scored for every holding.
Every Filing Read
Annual reports, con-calls, investor PPTs — analyzed automatically as they publish.
Exact Citations
Every insight links to the exact page of the source document. Verify anything in one click.
Your Framework
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.
Explore ThesisLoop
Jump into the sectors and research most relevant to your work.
Your AI investment team is ready.
Professional-grade research for your portfolio. No team required. Start in minutes.