Exclusive, Curated Access
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.
Know The Why To Build Your Own Conviction
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.