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 recommendations.
5 clients, 40 stocks total. A con-call transcript drops and you don't even know it matters.
Client asks why you're still holding a stock. You need a credible, data-backed answer fast.
Every client meeting needs a portfolio update. Preparing takes hours of manual work.
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How ThesisLoop Helps
Define metrics once, compare across all peers instantly
Multi-Portfolio
Create a thesis per client. Monitor all holdings across all portfolios from one dashboard.
Client-Ready Insights
4-part analysis with citations. Share with clients or use for your own conviction.
Evidence-Backed
Every recommendation traces to the source. Build trust with transparency.
Always Current
New filings analyzed automatically. Stay ahead of client questions.
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.