THESIS Early access

A morning brief on the stocks you own.

Written before the market opens. Read in two minutes.

Early access closes in

72hours 00minutes 00seconds
The Daily Briefing screen in the Thesis app

Reads overnight, so you can skip the noise

Bloomberg The Guardian The New York Times U.S. Securities and Exchange Commission Reddit YouTube Kalshi Polymarket

Daily Brief

What moved, why it matters to your holdings, and what to watch next. Arrives as a notification at 6:30 AM Eastern, Monday to Saturday.

Reading the Daily Brief

Hivemind

Reddit, YouTube, analyst research and live Bloomberg Television, condensed for each stock you hold, with a read on conviction.

Reddit YouTube Bloomberg
The Hivemind tab

Allocation

Your mix by asset and by sector, and an efficient frontier that shows where the portfolio sits on risk and return.

The Allocation tab with a portfolio ring and efficient frontier

Prediction Markets

Kalshi and Polymarket odds on the questions that touch your holdings, and where the largest bets are going.

Kalshi Polymarket
The Prediction Markets tab

Portfolio Headlines

The day's news, filtered to the companies you own.

The Guardian The New York Times
The News tab

Sign in with Apple or Google. Bring your holdings over with Plaid.

Apple Google Plaid
The Portfolio tab with live holdings

Your first brief arrives tomorrow morning.

Early access closes in 72h 00m