The why behind
your buys.

The why behind your buys. Thesis helps you understand what you own, why it fits your goals, and whether it can weather the storms. No tips, no FOMO, just conviction.

We're opening Thesis to a small founding cohort before public launch. Founding members get 3 months of Pro free at launch, a permanent discounted rate, and a direct line to the builder. You'll access the app via Apple's TestFlight, their platform for pre-release iOS apps. Spots are limited to 100.

You're on the founding list. Watch your inbox. TestFlight invites go out in waves of 100.

Exclusively for iOS · Free during beta · No credit or debit card required · For educational purposes only (not investment advice)

Thesis home screen: net worth, AI CFO scorecard and Ask your CFO

Knowing why you own something changes everything. When the market dips, conviction holds. Without it, even good investments get sold at the worst time.

How it works

Four steps to understanding
the why behind your buys.

01

Build your thesis

A few honest questions become your investing fingerprint: risk, horizon, return, income.

02

Get matched

A personal thesis and the themes that fit how you actually think, in plain English.

03

Link your accounts

Net worth, holdings and overlap in one place, so every answer is grounded in your real money.

04

Ask your CFO

Profile- and account-aware answers, forecasts and scenarios on tap, whenever you wonder.

Your investing fingerprint

A thesis that fits how you think.

Answer a few questions and Thesis maps your risk tolerance, time horizon, return target and income need. Then matches you to an approach you'll recognize as your own.

Risk tolerance Time horizon Return target Income need Top match · Wonderful Companies
Thesis match: Wonderful Companies, your investing fingerprint

Forecast & scenarios

Pressure-test your future before you live it.

Drag to test a retirement age and watch the projection update instantly. Model a home, a kid, an income change. Then ask your CFO what each one really costs. Illustrative, never advice.

When can I retire? Can I afford this house? How does my future look?
Forecast screen: net worth projection to 2050 with a retirement-age slider

What you get

One calm place to know what you
own and why it's yours.

Your investing fingerprint

Risk, horizon, return and income need, mapped from your own answers, not a template.

AI CFO Scorecard

A 0-100 read on your profile that climbs as you add detail. No grade, just a path.

A thesis matched to you

Your top-matched approach, explained plainly, and the themes that go with it.

Ask your CFO

Answers grounded in your profile and linked accounts. Never a buy or sell call.

Forecast & scenarios

"When can I retire?" "Can I afford this house?" Model the tradeoffs. Illustrative, not advice.

Portfolio X-Ray

See overlap and gaps across every linked account. What you really hold, in one view.

Investor lenses

View your holdings through Buffett, Dalio and more, and learn how each would read them.

Learn-first, jargon decoded

P/E, moat, beta, ETF: one plain line on tap. Deeper research unlocks once you understand it.

The founding cohort · 100 spots

Join the first 100.

We're opening Thesis to a small founding cohort before public launch. You'll help shape v1 and lock in:

3 months of Thesis Pro, free at launch. The full AI CFO.
A permanent Founding Member rate, for as long as you stay.
A Founding Member badge in-app.
A direct line to the builder. Your feedback shapes the product.
Early access to every new feature.
In return

Use it for two weeks, tell us what's broken, answer one short survey. That's it.

Only 100 spots. When they're gone, founding access closes and the Founding Member rate goes with it. Small on purpose — so every piece of feedback actually shapes what we build.
Spot reserved. Your founding invite is on its way.

Free during beta, no card

Nothing to enter, nothing to cancel. You're testing it, not buying it.

Educational, not advice

Everything is illustrative. No buy/sell calls, no nudges, no one selling you anything.

Your data stays on your device

Your answers, your accounts, your plan. They live with you, not on a server somewhere.

Beta Feedback

Something broken?
Got an idea? Tell us.

You're one of the first people using Thesis. Every report shapes what we build next.

Know the why
behind your buys.

You're on the founding list. Invites go out in waves of 100.

Exclusively for iOS · Founding cohort capped at 100 · No credit or debit card required