Ranked against its own peers
Stocks, funds, commodities and crypto, each weighed against its own kind, with the case for and against side by side.
Research · Risk · Record · AI
Different perspectives.
A clearer thesis.
ThesisLens brings investment research, portfolio risk, every client book a firm runs, and an AI that challenges the case into one place, built so every number can be checked.
Research synthesis, not a recommendation.
- Stocks
- Funds
- Commodities
- Crypto
- Portfolio risk
- Client books by model
- Households
- Decision ledger
- Client reviews
- AAOIFI screening
- Supply chains
- IRIS
The platform
Four lenses on one decision.
Research says what an asset is. Risk says what it does to the whole book. The record keeps why it was chosen. IRIS argues with all three.
See the whole book
Concentration, sectors, how holdings move together, what the funds really hold, and how many days each position would take to sell.
The reasoning, kept
Every decision with its reason, who approved it and what followed. A correction is a new record; nothing is overwritten.
An AI that challenges
IRIS writes the case where none exists, argues the other side, and drafts the words, and you keep or remove every sentence.
For advisory firms · ThesisLens Charter
Run every client book as one.
Clients follow a model portfolio. One decision on the model reaches every client who follows it, each one recorded on that client's own page.
- 01Clients by model, decided as a groupOne decision for a model's clients, never one edit per client.
- 02Households and their booksA family's accounts read together, each client's risk on their own page.
- 03RelationshipsFollow-ups, a calendar and reviews due, each linked to its client.
- 04Reviews ready to printA client review and the investment policy, ready for the meeting.
ANALYSTDraft the reason for this decision from my notes.
IRIS · DRAFTThe position is reduced to bring the client back within the model's sector limit. kepttied to a recorda sentence it could not tie
Illustration. Nothing is saved until the analyst keeps it.
IRIS, our AI
It drafts and it challenges. You decide.
IRIS works on words, never on decisions: it never picks a name, a weight or a size.
- Writes the missing caseThe bull and bear case for a card the research left without one.
- Argues the other sideThe Skeptic challenges a stock's case, every point checked against its sources.
- Drafts the firm's wordsA decision's reason, a client review's summary, each sentence tied to a record or left out and shown.
- Answers from the recordQuestions about the firm's own records, from only what the asker may already see.
Principles
Built so it can be checked.
How it behaves when the evidence is thin, or when it fails.
01
Failed tests stay visible
What did not hold up is shown and marked, never quietly dropped.
02
A blank beats a guess
A missing input leaves the figure absent, and says why.
03
What we said, kept
Each changed rating is written into a dated record every morning.
04
Research, not advice
ThesisLens does not trade or hold money.
Two editions
Navigator and Charter.
ThesisLens Navigator for an investor's own research. ThesisLens Charter for an advisory firm, its clients and its records.
Is ThesisLens available today?
ThesisLens is in active development. This site introduces it; it does not offer a public subscription or accept payments.
Does ThesisLens trade or manage money?
No. It is a research and decision-support product. It does not execute trades or hold client funds, and users remain responsible for their decisions.
Where does the data come from?
Prices, filings and public lists from named vendors and regulators, each traced to its source.
Clarity through evidence
Better questions. Better-kept decisions.
info@thesislens.app
