How AlgoThesis works

Colors & symbols

Quick glossary

Ticker

A company's exchange symbol, such as NVDA. Select it to open the company page.

EOD / close

The price recorded at the end of a trading day. It is not a live intraday quote.

Basket / baseline

A group of companies shown together, and the dated starting point used to compare their price changes.

Catalyst

An event that could change the story, such as an earnings release or regulatory decision.

What would change the story

Evidence that could undermine the original interpretation. Sometimes called a falsifier or Wrong if.

Reviewed / unreviewed

Whether you have acknowledged the displayed version of an update. Reviewed does not mean you agree with it.

Primary source

An original filing, statement, dataset or report. Its origin is clear; its claims still need scrutiny.

Correction / retraction

A recorded change to published coverage, or a withdrawal of it. Read the dated note for what changed and why.

Sources & standards

Use these references to understand where coverage comes from and how the record is kept.

• How the Wire is made →
• Publisher and source provenance →
• How evidence and the record work →

Following & Market Memory

Keep the starting point. Review what changes.

Following connects a saved story to later developments. The Following desk separates evidence from price context and keeps a record of which updates you have reviewed. A shared ticker alone is not enough to establish a connection.

How to use it

1. 1Choose Follow on a card or article. The bookmark icon with a plus follows a story; the checked bookmark means you already follow it.
2. 2Open Following in the navigation. Sign in to keep your follows across devices; anonymous follows remain in this browser until you import them.
3. 3Expand a headline to see the original story and later updates in date order. Read why each update belongs, then open its source or case file.
4. 4Mark the displayed updates reviewed when you have read them. A later correction or new version can require another review. Unfollowing removes the follow, not the published article.
5. 5Keep evidence and prices separate. A supporting development can strengthen the original reasoning; a price rise alone cannot. Closing-price dates are printed on the chart.

When to use it: When you want to understand how a story develops over days or weeks.

The Tape (the phone front door)

The same stories, one screen at a time.

The Tape presents the Wire as a vertical feed for phones. Each panel keeps the headline, relevant companies, source and available price context together. AlgoThesis does not publish a house call or house record.

How to use it

1. 1Scroll or swipe up to move between stories. Prefer a list? Choose Wire in the navigation; your browser remembers that choice.
2. 2Use the company chips to open stock pages. EOD means end-of-day data; the market date is separate from the article publication time.
3. 3Match each company's colored dot to its chart line. The chart window and baseline describe what the percentage measures. Missing data stays labelled or absent.
4. 4Open the story for the full article and its sources. Follow it to revisit later developments in your Following desk.
5. 5Read image credits. A dated file photo, editorial illustration and event photograph mean different things; an illustration is not evidence of an event.

When to use it: For quick reading on a phone. Choose Wire when you want to compare several headlines.

The Wire (your home feed)

Scan the news, inspect the source, follow what matters.

The Wire combines a lead story with cards or a chronological list. Its articles remain open to read. Company chips and charts provide dated market context; the original sources remain accessible from each article.

How to use it

1. 1Use the grid and list icons beside the filters to change the desktop layout. The selected icon stays highlighted. Show more stories adds older coverage.
2. 2Use the topic and Following filters to narrow the loaded stories. Open Colors & symbols for the topic key and explanations of price and source labels.
3. 3Expand Markets at the top to inspect the available indices and market context. Read the displayed closing date before treating a figure as current.
4. 4Open a headline to read its AlgoThesis article. Source links take you to the cited publisher or original document.
5. 5Follow a story with the bookmark icon. For a question about what you are reading, choose the AlgoThesis logo at the top right.

When to use it: To catch up and compare several stories at once.

Ask AlgoThesis

Ask about the page without leaving it.

The AlgoThesis mark at the top right opens a reading assistant. On desktop it appears in a corner panel; on a phone it opens a sheet. Answers can cite the story and available connected evidence.

How to use it

1. 1Open an article and choose the AlgoThesis logo. Ask a specific question such as “What changed?” or “Which source supports this?”
2. 2Open the citations to inspect the underlying evidence. An AI answer can make a mistake and should not replace the source.
3. 3Close the panel to keep reading. Reopening it on the same page keeps that page's conversation during the browser session. A different page starts its own context.

When to use it: For context, definitions and questions about a story.

Thesis Builder

Type a market hunch in plain English, get back a basket — tickers, weights, reasons, sources.

Thesis Builder turns a plain-English market idea into a concrete basket of stocks: each one with a long/short tag, a percentage weight, and a one-line reason it's in there. It's a chat, not a one-shot search box — once you get a basket back you can keep asking it to change things ("swap out the unprofitable names," "make it more defensive") and it rebuilds. It exists so you don't have to translate a hunch into a list of tickers yourself, or go hunting for which companies actually have exposure to a theme.

How to use it

1. 1Open New Thesis. You'll see "What's your thesis?" and a box that reads "Ask about a stock, sector, or type a thesis...". Type your idea and hit the arrow (or Enter).
2. 2No idea yet? Click a quick-pick chip (AI infrastructure, Nuclear energy, Defense plays, Top gainers today, Earnings this week, GLP-1 pharma, Cheap tech stocks…) or open "Browse idea library." Each fires a thesis instantly.
3. 3Watch the basket stream in: a short read on your thesis up top, then an "Example basket" card listing each ticker with a long/short tag, a weight %, and a one-line reason. If it searched the web, citation links appear under the answer as "Sources."
4. 4Read the basket: the ticker is clickable for company fundamentals, the weight % is its share of the basket, and below you may see a value chain, a "Contrarian View," and a "What would make this wrong" box.
5. 5Refine it in the chat. Use the "Ask a follow-up…" bar or the "Go deeper" chips: tighten the list, add a hedge, focus on cheaper names. It edits the same basket instead of starting over. "+ another variant" gives a different angle on the same thesis.
6. 6Keep what's useful: signed-in generations stay in History. Choose "Review & track," inspect the exact snapshot, then confirm it to the dashboard only when you want to freeze the basket's dated EOD price baseline and begin separate basket-performance and evidence-health records.

When to use it: Whenever you have a market view but not a list of tickers — a theme, a macro call, a "who actually benefits from X" question — and want a weighted, reasoned basket you can interrogate and refine.

Screener

Sort the whole stock universe by the fundamentals that matter to you, then hand the winners straight to a thesis.

The Screener is a sortable table of companies ranked by their reported numbers: revenue, year-over-year growth, profit margins, return on equity (ROE), return on invested capital (ROIC), debt, and free-cash-flow margin. The figures come from companies' own SEC filings, so it covers fundamentals only — not live prices or chart signals. Use it to go from "I want fast-growing, high-margin companies" to an actual short list in a few clicks, then check the ones you like and build a thesis on them.

How to use it

1. 1Open the Screener from the left nav. It loads as one big table; the count above it (e.g. "480 results") tells you how many companies you're looking at.
2. 2Click a preset filter tab to narrow the list: All, High Growth (revenue +20% YoY), Compounders (3-yr growth >15%), High Margin (net margin >20%), High ROE (>20%), High ROIC (>15%), Cash Machines (FCF margin >15%), Low Debt (debt/equity <0.5), and Profitable (any positive net margin). One tab is active at a time; the count updates instantly.
3. 3Use the search box to jump to a company by ticker (NVDA) or name. Search stacks on top of whichever tab is active.
4. 4Read the table left to right: ticker, company, sector, then the numbers. Color is a quick read, not a verdict — green = strong, red = negative or high-debt, gray = middling or missing. A dash (—) means the company didn't report that figure.
5. 5Sort by any number by clicking its column header (▼ highest-first, ▲ lowest-first; click again to flip). Sorting reorders the entire filtered list; 30 rows show per page (Prev / Next at the bottom). Click any ticker for its full stock page.
6. 6To act on it, tick the checkbox on one or more rows — a "Build basket with N →" button appears top-right; click it to carry those tickers into a new thesis. To keep a filter combo, name it and save it as a screen (Free keeps up to 3; Pro is unlimited).

When to use it: When you don't have a specific stock in mind yet and want to surface candidates by the numbers — fundamentals first, before researching any single name.

Dashboard: your book

Every call you confirm, graded against the same-window SPY — and every story you follow, with what landed on it.

The Dashboard has two views: Following for the stories you follow, and Theses & tools for your research. New browsers start in Following; the dashboard remembers your chosen view. In Theses & tools, your book is the record of theses you chose to confirm, each graded from the day you confirmed it. Confirming freezes the exact basket, its weights, and the latest available licensed end-of-day closes. From then on the book reports two separate things — hypothetical basket performance from those dated baselines (SINCE SAVE, and VS SPY over the same window), and thesis health from the evidence that landed afterwards (supported, challenged, invalidated). The baseline is not an intraday fill. A price gain does not prove the reasoning, and contradictory evidence does not rewrite the return. Nothing enters the book by itself: Generating or reopening a thesis alone does not start tracking, and refining it does not either.

How to use it

1. 1Choose Following to review new developments in your saved stories, or Theses & tools to open your research. If you have theses in History but nothing confirmed, Overview shows your saved research count and links to History, Following and the calendar. Once you track a thesis, Overview shows the book: STORIES and CALLS on a phone, or a record and detail pane on desktop.
2. 2Put a thesis in the book: open it from History (or finish a new one), choose "Review & track," check the exact basket and its WORKING IF / WRONG IF conditions, then choose "Confirm to dashboard." The confirmation date is the record's start and cannot be backdated; the EOD closes it froze are shown with their actual market dates, separate from the time you clicked.
3. 3Read a call: SINCE SAVE is the basket's move from its dated EOD baseline; VS SPY is the same window measured against the benchmark; WHAT LANDED ON IT lists later stories classified as SUPPORTED IT, CHALLENGED IT, or INVALIDATED IT. UNGRADED means no evidence has been classified yet — a real state, not a fault. None of these numbers is a truth score, a position, or an intraday fill.
4. 4Close a call when its horizon or its conditions say so. Closing freezes the outcome at that day's close and keeps the evidence history. Closed calls cannot be deleted or edited; if your view changes, a revision starts a new call that links back to the original instead of rewriting it.
5. 5The other tabs are the workbench: My Theses is the spreadsheet plus the composer; Evidence is the ledger of classified stories across your book; Catalysts is the dated calendar for the names you hold; Drafts holds theses you started from a Wire story and have not finished.

When to use it: When you want to know what the market did after you committed to a read — and whether the evidence since then agrees with you — instead of reopening the research and remembering it differently.

Watchlist & AI Analyst

Keep your tickers in the sidebar, and let the Analyst write a fresh thesis on the names you've published theses on.

The Watchlist is the list of tickers in your left sidebar — each row shows the last close and the day's change, and clicking a ticker opens its full stock page. The Watchlist AI Analyst is a separate Pro feature that writes a short thesis for each ticker in your published theses — a one-line headline, a direction read (long, short, or neutral), the reasoning, and the catalysts to watch. It runs automatically every Monday at 7am ET and emails you the report; on Pro you can also run it on demand any time.

How to use it

1. 1Find your Watchlist in the left sidebar (if it's collapsed to a thin rail, click the arrow at the top to expand). New accounts start with AAPL, NVDA, GOOGL, and BTCUSD.
2. 2Add a ticker: click the + next to "Watchlist," type a symbol (TSLA), press Enter. For crypto, type BTC, ETH, or SOL. Each row then shows last close + day change; click the symbol for its stock page.
3. 3Remove a ticker: hover its row and click the small x next to the price. Your list is saved in this browser, so it stays put on this device.
4. 4For the Analyst, first publish a thesis on the names you want covered — it reports on tickers from your published theses, not your whole sidebar. No published theses yet? The Analyst page shows a "Publish a thesis first" button.
5. 5Open the Analyst: on Pro, an "Analyst" link appears in the sidebar nav. Each card shows the ticker, a LONG / SHORT / NEUTRAL read, a headline, the thesis, and any catalysts.
6. 6Refresh on demand (Pro): click RUN NOW at the top-right to generate a fresh report immediately instead of waiting for the Monday 7am ET run. On Free, the Analyst page shows an upgrade screen.

When to use it: Use the Watchlist to keep an eye on a handful of tickers and their daily moves; use the Analyst when you want a written, catalyst-aware read on the names you've actually published theses on.

Free vs Pro: which plan you need

Start free, stay free as long as it fits, upgrade the day a limit gets in your way.

AlgoThesis has two plans: Free and Pro (the current price is on the Pricing page). They differ in how much you can do per day. Free is built to be genuinely usable on its own (no credit card), so upgrading is about removing daily limits once you're using AlgoThesis a lot — not about unlocking the basics.

How to use it

1. 1Start on Free. No card. You get 20 thesis generations a day, 30 AI chat messages a day, up to 3 saved screens, and up to 3 alerts. Every thesis returns up to 3 strategies. Enough to decide if it fits your workflow.
2. 2Watch which limit you actually hit. Each cap is independent: generations and chat reset every 24 hours; saved screens and alerts are running totals (3 of each). Never bump into them? Stay on Free — it's not a trial and doesn't expire.
3. 3If the daily caps are what's slowing you down, go Pro: 200 thesis generations a day, unlimited AI chat and follow-ups, unlimited saved screens, room to watch up to 25 theses, and 50 alerts.
4. 4Upgrade from the Pricing page ("Start Pro") or the "Why Pro?" page. Plan changes take effect right away.
5. 5Pro renews automatically every month until you cancel. Cancel online anytime in Settings → Cancel subscription. You keep your paid plan until the end of the billing period, then drop back to Free — your saved work stays.

When to use it: When you're not sure whether Free is enough or what the upgrade actually changes — the answer is decided by which daily limit you keep hitting.