iOS exclusive · Founding beta

Know what you own.
Know why.

Answer a few questions and Thesis builds your personal investing playbook — plus an AI CFO that knows your accounts and your goals. Educational, never stock picks.

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

iOS exclusive · Free during beta · No card · Educational tool, not investment advice

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

Most people buy on tips and FOMO, then panic when it drops — because they never had a reason in the first place.

How it works

Four quiet steps to investing
you can actually explain.

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 — and 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.

Small cohort on purpose — so your feedback actually moves the product. When it's full, founding access closes.
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.

Invest like you
can explain it.

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

iOS exclusive · Limited founding cohort · No card required