An Informational Advantage
Search Engines, Generative AI and Large-Language Models expand our access to information by indexing and retrieving content relevant to our queries. For many reasons, not all content is indexed. Thesis Tracker aggregates these documents and provides investors with a competitive advantage over those relying exclusively on indexed content.
Direct Distribution Lists
Broaden your sources with access to comments provided through non-indexed documentation.
Structured Commentary
Maximize your understanding with organized and aggregated commentary to improve your workflow.
Concise and Human Verified
Rely on the professionals to communicate a thesis and avoid the hallucinations of generative AI. n.
Become a ThesisTracker Pro Member
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Unlock current and most recent commentary ahead of the crowd
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Exclusive access to new insights from the investment community
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Regular alerts to actionable insights from financial professionals
Be The Expert
Data is exclusively sourced and trained on the commentary of investment professionals. Have confidence in the answers and explore the details with direct links to the origin of the output.
Validate Ideas
Sense check your investment ideas against the commentary of professionals.
Save Time
Increase your research velocity with answers found within the one platform.
Ask Follow Ups
Build on your understanding by asking probing questions of the analysis.
Adding The Qualitative Behind The Quantitative
Thesis Tracker collates the rationale driving a fund manager's investment decisions. Changes to a fund manager's investment positions are well reported in regulatory filings and shareholder registries. The rationale driving those investment positions is more opaque.
Know The Why
The rationale behind the investments of professionals can help investors make better decisions.
Future Looking
Historical trades concern the past. The logic that drives the trades concerns the future.
Deeper Insights
Unlike brokers, fund manager commentary can have greater conviction due to their financial interest.
Integrations
Data is exclusively sourced and trained on the commentary of investment professionals. Have confidence in the answers and explore the details with direct links to the origin of the output.
API Access
Direct access to raw data. Query or bulk download structured commentary data via a REST API. Integrate directly into your models, dashboards, databases, or internal tools.
Model Training & Fine-Tuning
Use as training data for LLMs or ML models. Suitable for training large language models, building sentiment classifiers, augmenting internal NLP workflows or trading model back testing.
Excel & BI Tool Compatibility
Use it where you already work. Access the dataset via CSV exports or live connections including Excel, Tableau or Power BI. Enables quick filtering, aggregation, and integration into existing models or dashboards.
Your Return on Investment
Users have leveraged the insights provided by Thesis Tracker to enhance their return. This has included:
Recognizing Fund-Driven Sell-Offs
When heavy selling pressure hit one stock, users traced it back to one fund manager facing redemptions—not company fundamentals—giving them confidence to maximize the opportunity to buy.
Getting Ahead of Capital Allocation Shifts
Users spotted a fund manager publicly advocating for a major capital strategy change months before the company confirmed it—gaining an informational edge on a price-sensitive development.
Surfacing Under-the-Radar Interest
Users identified fresh interest from institutional investors in overlooked companies—bringing opportunities to light that they wouldn’t have known to watch.