Your Thesis Is Lost in a Doc Somewhere
You forget why you bought. Three months later, you're staring at a position with no idea what the thesis was. Your conviction rationale lives in scattered docs, broken spreadsheets, or worse — your memory.
Structured Thesis Cards Attached to Every Position
- Investment thesis template with structured bull case, bear case, and base case — compiled into a single view
- Thesis cards attach directly to portfolio positions — see your rationale alongside your holdings
- Track custom KPIs per holding: revenue growth, NRR, TAM penetration, and any metric that matters to your thesis
- AI-powered research agent synthesizes earnings data, SEC filings, and market signals to keep your thesis current
How It Works
Create Your Investment Thesis
Use our guided flow to build a structured thesis. Select your criteria, let the AI research agent gather data, and compile your bull/bear/base case automatically.
Attach to Your Holdings
Link thesis cards to portfolio positions. See your conviction rationale alongside live price data and performance metrics.
Track Automatically
Scheduled tracking monitors your KPIs, alerts you when conditions change, and prompts periodic thesis reviews so your reasoning stays current.
Frequently Asked Questions
How do you write an investment thesis?
Start with your conviction: why do you believe this asset will appreciate? Structure it into a bull case (what goes right), bear case (what goes wrong), and base case (most likely outcome). Add 3-5 key metrics you'll track and define your exit criteria. Vexton's AI research agent helps you build this automatically from earnings data, SEC filings, and market signals.
What should an investment thesis include?
A strong investment thesis includes: a clear bull/bear/base case, specific KPIs tied to your conviction (revenue growth, NRR, TAM penetration), pre-defined exit criteria, and a review schedule. Vexton's thesis templates include all of these fields with AI-powered suggestions, so you capture your complete rationale for every position.
When should you update or invalidate your investment thesis?
Update your thesis after any material event: earnings reports, management changes, competitive shifts, or macro developments that affect your key assumptions. Invalidate it when your bear case materializes or your core metrics deteriorate beyond your pre-set thresholds. Vexton tracks these signals automatically and prompts you when it's time to re-evaluate.
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