Save your investment thesis.
Track it against every quarter.
Portfolio tracking, company financial charts, and economic returns with every adjustment shown. See how long a competitive advantage the price implies, save your own valuation as a versioned thesis, and track it against what the company actually delivers.
$15 a month, incl. tax, locked while you stay subscribed. Card required, cancel any time.
From the comments on my deep dives
@cylee4735, on YouTube does anyone what tool he is using? I searched th3sis but couldnt find anything
@thematthewlai, on YouTube What's the visualization software you are using here? It says Thesis on the header.
@allanaguilar1514, on YouTube Can you share which website your using to do the valuation?
@ilayshitrit692, on YouTube Such a great analysis. what's that th3sis platform?
@Gabriel-qu8hn, on YouTube Hi Liam - What is the name of financial analysis software you use? Great resources by the way.
Why I’m building TH3SIS
Hey, I’m Liam, founder of TH3SIS. On YouTube I publish deep dives on the stocks I own. My viewers kept asking what software I used to track the investment theses in my videos. It was my own build, and TH3SIS is that software, made for every retail investor.
I’ve seen how much investors’ behaviour drives their results, often more than anything else. Good education and good tools lead to better decisions. TH3SIS is where I’m putting that work. It takes institutional-grade valuation and makes it usable for everyday investors like me.
I build it around my day job and publish my progress as I go.
If that’s worth something to you, founding membership is how you back it.
Founding membership closes at public launch
TH3SIS is being built now.
TH3SIS Founding Member
7 days free, then $15 a month, incl. tax. Cancel any time.
$15 a month, incl. tax
Start 7 days free- Live
Thesis and valuation
Build bear, base and bull cases with a residual-income model. Every assumption is shown and editable.
- Live
Price-implied expectations
See what today's share price assumes, and how that has changed over time.
- Live
Economic data
The adjustments from reported accounts to NOPAT, invested capital and ROIC, line by line.
- Live
Financial statements
Income statement, balance sheet and cash flow, from SEC filings.
- Live
Portfolio tracking
Build a portfolio or import one, and track your returns.
- In development
In development
Details when it ships
Covers a selected set of US-listed companies today.