For investors who take their craft seriously
Private alpha - Q1 2026

Invest with conviction.
Track with clarity.

The thesis-driven portfolio 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."

The Missing Piece

"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.

The framework that keeps conviction intact during chaos.

Know Yourself

"You keep making the same emotional mistakes. Panic selling. FOMO buying. Holding losers too long."

Identify your cognitive biases and build a personal investment playbook before you invest.

  • Identify 6+ cognitive biases: anchoring, loss aversion, overconfidence, and more
  • Scenario-based assessment reveals your actual behavior patterns
  • Build a personal checklist across business, financials, and management
  • Personalized guardrails activate based on your bias profile

Invest with Conviction

"You forget why you bought. Three months later, you're staring at a position with no idea what the thesis was."

Capture your conviction at the moment of purchase. Track the metrics that matter.

  • Structured thesis cards with bull case, bear case, and key assumptions
  • Attach thesis cards directly to portfolio positions
  • Track custom KPIs per holding: revenue growth, NRR, TAM penetration
  • Automatic alerts when metrics break your defined thresholds

Stay Disciplined

"You never know when to sell. Every exit feels emotional—too early, too late, or driven by fear."

Define your exit rules before you buy. Get scheduled prompts to revisit your thesis.

  • Automatic 90-day review prompts for each position
  • Structured audit questions to guide your reflection
  • Define exit criteria: price targets, stop losses, thesis invalidation
  • Track conviction level changes over time

See Everything

"You can't see your full picture. Holdings scattered across accounts, no record of what changed and why."

Complete visibility across all assets, with full version history of every decision.

  • Full version history for every thesis edit and conviction change
  • See what you changed after earnings, news, or market moves
  • Track all asset classes: stocks, real estate, crypto, private equity
  • Complete net worth view across all accounts in one place

Request early access

Join the private alpha and help shape thesis-driven investing.

Alpha invites sent in batches. No spam.

Not sure it's for you? Learn more about the features

Frequently Asked Questions

Everything you need to know about Vexton AI

  • Who is Vexton for?

    Vexton is built for serious investors—HNIs, value investors, growth compounders, and micro-fund managers—who want to invest with documented conviction and track their thesis over time.

  • What makes Vexton different?

    Unlike portfolio trackers that only show "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 backed by AI-powered insights.

  • Do I need to be a professional investor?

    No. Vexton is designed for anyone who takes their investment decisions seriously and wants to track their rationale over time. Whether you're managing personal wealth or a micro-fund, Vexton helps you invest with discipline.

  • How does AI help?

    AI acts as your research analyst—helping you write thesis cards, track KPIs, synthesize research, and alert you when conditions change. It surfaces insights without replacing your judgment.

  • Can I track more than stocks?

    Yes. Vexton's 360° wealth view supports stocks, real estate, crypto, private equity, and more. Your thesis workspace sits on top of a complete net worth tracker.

  • How do I get started?

    Request early access to join the private alpha. Once accepted, you'll complete a quick onboarding to set up your investment profile and start documenting your theses.