An investment is only as good as the case against it.
“I never allow myself to hold an opinion on anything that I don't know the other side's argument better than they do.”
“Risk comes from not knowing what you're doing.”
Your investment operating system
Three questions every investor faces. A co-pilot that works on them behind the scenes.
What to buy
What to buy
Describe what you want in plain words. Vexton compiles it into a staged screener, runs it on your schedule, and brings back the few worth your time.
- Your criteria become a screen from one plain sentence. No formulas, no spreadsheets.
- It keeps running on your schedule, so new candidates find you instead of you hunting for them.
- See what a screen would have surfaced in past quarters before you trust it.
Why do I own it
Why do I own it
Most mistakes start with buying on a whim. Vexton gives you a structured process, drawn from the learnings of super-investors, so you own a company, not a piece of paper.
- Write the case before you buy: what you believe, what could go wrong, what would change your mind.
- Checklists from the super-investors catch the shortcomings you would miss, including your own biases.
- When news hits, the case is already in front of you. Respond to the facts instead of reacting to prices.
How I'm doing
How I'm doing
See your complete net worth across equities, ETFs, mutual funds, bonds, options, and crypto — all in one place with thesis-level tracking, portfolio analytics, risk, returns, and benchmark context for every position.
- Know whether you are beating your benchmark, and which holdings made the difference.
- See where you are concentrated by sector, company and currency before it becomes a problem.
- Plan on the income your portfolio will pay, in a report you can hand to anyone.
0k+
Global Market Coverage
60+ exchanges. 150,000+ tickers. 30+ years of data.
46-Point Investment Checklist
Inspired by Buffett, Munger, Piotroski & Shearn.
Evaluate business quality, moat, financials, and management, before you buy.
Portfolio Returns & Risk
See how you're performing — and against what.
Returns, drawdowns, risk metrics, sector exposure, and dividends in one view.
Investing Psychology
Your blind spots, flagged before they cost you.
Vexton learns the biases you're prone to and points out the one in play at the moment you're about to act.
Complete Portfolio Tracker
Every holding. Every account. One view.
8 asset classes, multi-brokerage, with thesis context for every position.
One investment research platform. Not five subscriptions.
A representative standalone stack costs about $277 per month. Vexton Pro is $79.
- Typical stack
- $276.50
- Vexton Pro
- $79
View full comparison
- Portfolio tracking
- $18–$39
- Market and fundamental data
- $99
- Grounded research
- $20
- Thesis creation and investment checklists
- $100
- Thesis monitoring and behavioral finance guardrails
- —
- Example subscriptions
- No direct equivalent
- Screeners
- $39
- Representative five-subscription stack
- $276.50
- Vexton Pro
- $79
Published standard monthly prices or monthly equivalents from official sources. The representative stack counts one product per comparable category once; temporary promotions and taxes are excluded. Verified August 20, 2026. Products are examples by capability, not claims of exact feature parity.
Simple, transparent pricing
One plan. Everything you need to research, track, and review your investment theses.
Vexton Pro
$790/year, billed annually
Monthly allocation
- AI credits, renewed monthly
- 2,000
- theses generated per month
- 30
- theses tracked continuously
- 10
- live screeners
- 50
14-day free trial, card required
Start your 14-day trialCard required to start. Cancel anytime before the trial ends and you won't be charged.
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Frequently Asked Questions
Answers to common questions about investment theses, portfolio tracking, and disciplined investing.
What is an investment thesis?
An investment thesis is a clear explanation of why you own or want to own an investment. It includes the core idea, the assumptions behind it, the signals you need to watch, and what would make you change your mind. A written thesis helps long-term investors make decisions with process instead of emotion.
How does AI help without replacing my judgment?
Vexton uses agentic research workflows to help you turn rough ideas into structured theses, organize relevant information, and track what changes over time. It helps you think more clearly about your investments, but it does not make the decision for you.
What should an investment thesis include?
A strong investment thesis should include the reason the opportunity exists, the assumptions that must be true, the key metrics or signals to follow, the main risks, and the conditions that would invalidate the thesis. Vexton helps you keep all of that tied to the position in one place.
Can I use Vexton for investments I already own?
Yes. Vexton is useful for both new ideas and positions you already hold. You can create a thesis for an existing investment, tie it to the holding, and use it as an ongoing record of what you believed, what changed, and what deserves review.
How do you know if your investment thesis has changed?
Your thesis changes when the facts supporting it change. That can mean weaker business results, different capital allocation, rising leverage, deteriorating incentives, or a broken assumption you originally relied on. Vexton helps you review those changes against the original thesis so you can tell the difference between price volatility and a genuinely weaker investment.
How is Vexton different from a portfolio tracker?
A portfolio tracker shows what you own and how it performed. Vexton adds the reasoning behind every position: your thesis, assumptions, review history, and decision trail. It is built for investors who want a disciplined process, not just a dashboard.