NYSE · NASDAQServe 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.
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.
How ThesisLoop Helps
Define metrics once, compare across all peers instantly
All Portfolios
Every client holding monitored — one dashboard across all portfolios.
Signal Alerts
Credibility shifts, new risks, guidance misses — surfaced as they happen.
Backed Answers
Every client question answered with cited, source-linked research.
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.
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.