Company tracking for long-term investors
Know when the reason you own a stock stops being true.
Tell Thesis Desk why you own each company. It checks the news every day, separates what matters from routine coverage, and flags anything that touches your reasoning.
Research only, not investment advice
This week
Contract win · Jul 8, 2026
Northstar Systems announced a five-year platform agreement covering 2,400 stores, its largest enterprise contract to date.
You own Northstar for its enterprise expansion. This is direct evidence it is working.
How it works
Tracking that runs itself
Add your companies
Add the companies you own or follow, and note why you own each one, in your own words.
It checks the news daily
Every day the public web is searched for each company. Notable developments are separated from routine coverage.
Read the morning brief
A short email covers what changed. Anything that touches your reason for owning is flagged so you never miss it.
Scope and trust
A bounded research system
Public-web coverage
- CompanyDirect developments
- PeersCompetitive context
- PolicyRegulatory and geopolitical
- MacroIndustry and economic themes
Bounded queries, candidates, pages, and spend
What AI may get wrong
Relevance
A public event may be linked to the wrong company or reason, or an indirect effect may be missed.
Interpretation
Language can be ambiguous, and an excerpt can lose context. Read the cited source before acting on a flag.
Completeness
No result is not an all-clear. A source may be delayed, unavailable, or outside the monitored set.
Identity
Choose the company
Global asset identity
Start with any listed asset.
Search by name or ticker after signing in. Multiple listings and ADRs resolve to one workspace.
Companies, ETFs, funds, and cryptoPreferred shares, warrants, fx pairs, and bare indexes are excluded.
Public-web fallbackIf the identity provider is unavailable or ambiguous, public research proposes an identity for your confirmation.
25 active companiesArchived workspaces preserve history and release their active slot.
Simple by design
One founding plan
Limited to 25 founding accounts
One plan · founding beta
Founding Investor
$29/month
billed monthly
- 25 tracked companies
- Daily news checks on every company
- Morning brief email
- Reason-for-owning flags
- Cancel anytime
- 14-day satisfaction refund
Company identity is confirmed after sign-in. Checkout reserves account access, not a particular company.
Frequently asked
Before you start
Does this tell me what to buy or sell?
No. It tracks news for the companies you follow and shows how developments relate to the reasons you wrote down. Decisions remain yours.
Do I need to write a full thesis?
No. A sentence or two about why you own each company is enough. The daily check uses it to flag news that bears on your reasoning.
Is my writing used to train models?
Private notes are not used for model training without your opt-in. During beta, authorized human QA reviewers may inspect limited content under controlled access to improve reliability.
Which sources are monitored?
Daily discovery searches the public web across company, competitor, industry, regulatory, geopolitical, and macro themes. Query and candidate caps remain visible when monitoring is interrupted.
Which companies are supported?
Globally listed operating companies are supported. FMP resolves identity when available, with a public-web confirmation fallback.
Can I cancel?
Yes. You can cancel anytime. Access continues through the end of the paid billing period unless a refund applies.
What is the refund policy?
The founding plan includes a 14-day satisfaction refund. See the Terms for the request process and full conditions.