>_ THESIS
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.
best for
retail investors seeking conversational ai assistance with their existing portfolio
typical workflow position
research→monitoring
key featureremembers user strategy and portfolio context across conversations
asset classMulti-asset
functionAI Agents, Portfolio Management
pricing$-$$$
added2mo ago
upvotes0
viaweb
instrumentsStocks, Options
audienceretail
user baseRetail
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