>_ alternatives to THESIS
7 ai agents tools that do a similar job to THESIS, with the facts side-by-side.
See full data, pricing and features on the THESIS profile page.
the tool you're replacing
THESIS— Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.
thesis is an ai chat interface for portfolio management. connects to user holdings and answers questions about risk, options, earnings, and trade ideas. remembers user strategy and portfolio context across conversations.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| THESIS (this tool) | retail investors seeking conversational ai assistance with their existing portfolio | $-$$$ | — | Retail |
| JournalPlus | traders who want automated trade tracking with psychology logging and ai-driven pattern analysis across multi-asset portfolios. | $$ | Lifetime $159 (one-time) | Retail |
| Finotaur | retail, futures, and prop-firm traders seeking ai stock analysis, options flow, and institutional-grade research | FREE-$$ free tier | Free $0 · Core $59 · Finotaur $109 · Copilot $200 | Retail |
| ATLASRIFT | investors seeking ai-driven portfolio guidance based on real-time market data and behavioral analysis | $? | — | — |
| PortfolioPilot | self-directed investors managing their own portfolios across multiple asset types | FREE-$$ free tier | Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month | Retail |
| Alphid | telegram-based alerts with conversational follow-up | FREE-$$$ free tier | — | — |
| HeyFinn | portfolio managers and analysts at fundamental funds, family offices, and wealth managers who want thesis-aware coverage and research delivered by email without building an in-house ai research team. | $$$ free tier | Track one stock, free $0 · Pro $290/seat/mo · Enterprise contact us for pricing | Hedge Fund, Mutual Fund, Family Office, RIA |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking 24/7 ai-powered guidance on their existing portfolios without hiring a traditional advisor. | FREE-$$ free tier | Free $0 · Pro Monthly $9.99/mo (was $14.99) · Pro Annual $119.99/yr · Max $39.99/mo | Retail |
free alternatives to THESIS
- Finotaur — retail, futures, and prop-firm traders seeking ai stock analysis, options flow, and institutional-grade research · Free $0 · Core $59 · Finotaur $109 · Copilot $200
- PortfolioPilot — self-directed investors managing their own portfolios across multiple asset types · Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month
- Alphid — telegram-based alerts with conversational follow-up
- HeyFinn — portfolio managers and analysts at fundamental funds, family offices, and wealth managers who want thesis-aware coverage and research delivered by email without building an in-house ai research team. · Track one stock, free $0 · Pro $290/seat/mo · Enterprise contact us for pricing
- Astor — busy professionals (tech workers, consultants, bankers, founders) seeking 24/7 ai-powered guidance on their existing portfolios without hiring a traditional advisor. · Free $0 · Pro Monthly $9.99/mo (was $14.99) · Pro Annual $119.99/yr · Max $39.99/mo
THESIS alternatives for other asset classes
- ATLASRIFT (Equities) — investors seeking ai-driven portfolio guidance based on real-time market data and behavioral analysis
- JournalPlus— Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.Multi-assetPortfolio Tracking$$· AI chat interface that answers natural language questions about trading patterns
- Finotaur— Provides AI-powered trading intelligence combining stock analysis, options flow scanning, dark pool data, institutional research, and a trading journal with automatic broker sync.Multi-assetResearchFREE-$$· AI copilot that analyzes options flow, block trades, and institutional data
- ATLASRIFT— AI-powered investing platform that tracks your portfolio in real time and combines market data, prediction markets, and behavioral signals to guide investment decisions without emotion.
- PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.Multi-assetPortfolio ManagementFREE-$$· SEC-registered AI advisor delivering personalized investment recommendations
- Alphid— Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
- HeyFinn— Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.Multi-assetResearch$$$· HeyFinn combines research, monitoring, modeling, and institutional memory into a single AI analyst for professionals
- Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chatMulti-assetAI AgentsFREE-$$· SEC-registered AI advisor you can call or text 24/7 about your actual holdings