Invest with conviction.
Track with clarity.
The investment thesis tracking platform for serious investors. Document your conviction, monitor your conditions, remember why you own every position.
Most platforms trackwhat you own.
Vexton tracks why you own it.
"Risk comes from not knowing what you're doing."
— Warren Buffett
Vexton helps you know exactly what you're doing—and why.
The Value Investor
You do deep research, build valuation models, and want to track whether your thesis is playing out over years—not days.
"Finally, a place for my investment memos."
The Growth Compounder
You hunt for compounders with long runways. You need to track KPIs like revenue growth, NRR, and TAM penetration.
"I can finally track my key metrics in one place."
The Micro-Fund Manager
You manage money for LPs and need to document every decision with an audit trail. Compliance matters.
"LP reporting is now 10x easier."
"Why did I buy this again?"
Every serious investor has asked this question during a drawdown. The answer was in a Document, a Notion page, or your head. By then, it was too late.
The Docs Problem
You wrote a thesis. It's in a folder called "Investments 2024" somewhere. Maybe.
The Spreadsheet Problem
Your notes are in column ZZ. You haven't updated them since Q1. The formulas are broken.
The Memory Problem
You remember being excited about the stock. You don't remember the specific catalyst. Was it earnings? A product launch?
The Vexton Solution
Thesis attached to each holding. Updated when you review. Alerts when conditions change.
Better decisions. Fewer regrets.
An AI-powered investment thesis and portfolio tracking platform built for conviction.
Know Your Investing Psychology
Know Your Investing Psychology
Identify your cognitive biases before they cost you money.
Our AI-powered bias radar analyzes your decision-making patterns and builds personalized investment guardrails.
Build Your Investment Thesis
Build Your Investment Thesis
Capture your conviction at the moment of purchase with structured thesis cards.
Track bull/bear cases, KPIs, and exit criteria — all attached to your holdings.
Your Trading Journal, Automated
Your Trading Journal, Automated
AI-powered thesis creation, automated review cycles, and decision audit trails.
The trading journal built for long-term investors, not day traders.
Complete Net Worth Tracker
Complete Net Worth Tracker
See your complete net worth across equities, ETFs, mutual funds, bonds, options, and crypto — all in one place with thesis-level tracking for every position.
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Join the private alpha and help shape thesis-driven investing.
Frequently Asked Questions
Everything you need to know about Vexton AI
What is an investment thesis and why does it matter?
An investment thesis is a documented rationale for why you're buying or holding an asset — including your bull case, bear case, key metrics to watch, and exit conditions. It forces discipline and removes emotion from investing. Vexton helps you write, track, and validate your thesis with AI-powered insights so your conviction is always backed by data.
How can AI help with portfolio management?
AI acts as your personal research analyst — it helps synthesize market data, track KPIs against your investment thesis, surface relevant insights, and alert you when conditions change. Vexton's AI doesn't replace your judgment; it augments it by ensuring you never miss a signal that matters to your positions.
What's the best way to track all your investments in one place?
Most investors use spreadsheets or multiple apps to track stocks, crypto, real estate, and private equity separately. Vexton's 360-degree wealth view consolidates every asset class into a single dashboard — complete with thesis cards, performance tracking, and AI-powered alerts — so you always see the full picture.
Do I need to be a professional investor to use thesis-driven investing?
No. Thesis-driven investing is simply the practice of documenting why you own each position and tracking whether your rationale holds. Whether you're managing personal wealth or a micro-fund, having a structured thesis makes you a more disciplined investor. Vexton makes it easy to get started with AI-assisted thesis templates.
How do I track my investment performance over time?
Beyond tracking returns, serious investors track whether their original thesis is still valid. Vexton combines traditional portfolio metrics with thesis-level tracking — monitoring your bull/bear cases, key metrics, and exit conditions so you know not just how much you've made, but whether your reasoning still holds.
What makes Vexton different from other investment tracking software?
Most investment tracking software shows you the 'what' and 'how much.' Vexton captures the 'why.' Every position has a structured thesis with bull case, bear case, key metrics, and exit conditions — all enhanced by AI-powered research and alerts. It's built for serious investors who want conviction-backed portfolios, not just dashboards.