NVDA +3.2% ASML -1.4% META +0.8% TSLA -2.1% AAPL +1.1% MSFT +0.3% SPY -0.6% EUR/USD +0.2% BTC +4.1% NVDA +3.2% ASML -1.4% META +0.8% TSLA -2.1% AAPL +1.1% MSFT +0.3% SPY -0.6% EUR/USD +0.2% BTC +4.1%
Launching at Bocconi University

Know why
you own.

Upload your portfolio screenshot. Get a daily briefing. Track your investment thesis against real news — and build a record of your thinking that no brokerage can give you.

// no spam · first access when we launch · built at bocconi

free at launch · first 100 users only
scroll to explore
3
Questions that build your track record
1×
Briefing per day — no abuse, no waste
∞
Data only you can generate
How it works

Built for investors who
actually think.

// Three features. One goal: make your thinking visible to yourself.

// 01
Screenshot upload

Take a screenshot of your Degiro, Fineco, or Trading212 account. The app reads your positions. No manual entry. No friction. Just drop and go.

// 02
Daily portfolio briefing

Every morning — company news, macro shifts, geopolitical risk — all filtered for your exact positions. Portfolio-level context, not stock-level noise.

// 03
Thesis builder

Write why you own each position. The app tracks that logic against real news. When something genuinely challenges your reasoning — you hear about it first.

The thesis builder

The only data
you can't recover.

When you add a position, three questions. Your answers, tracked forever. When news breaks, checked against your logic. No other tool does this.

01 — "What is the core assumption this investment depends on?"
02 — "What would have to be true for this thesis to be wrong?"
03 — "What is your time horizon?"
portfolection — thesis_tracker.log
$load thesis META
ticker: META
added: 14 Jan 2026
thesis: "Open-source AI creates
developer moat. Breaks if
Meta goes closed-source."
horizon: 3 years
$check news today
thesis_challenge_detected
Meta announces closed-tier enterprise model. Weight-sharing restricted. Stock +2% — but your "open-source moat" assumption is now directly challenged. Reassess or hold?
$
Pricing

Free at launch.
Here's exactly what that means.

Free plan €0 / month at launch
// what you get
1 briefing per day — fresh each morning
Up to 10 tickers — enough for any student portfolio
Full thesis builder — all three questions, tracked over time
Thesis challenge alerts — when news challenges your logic
Macro + geopolitical context — tailored to your holdings
// fair use limits
One briefing per day — regenerating repeatedly is blocked
Email verification required before any access
Waitlist only — controlled batches, not open signup
Unusual usage patterns trigger automatic removal
Paid plan with higher limits — coming when we scale

// not financial advice · educational purposes only · all investment decisions are yours alone

Early access

Start building your
track record.

Launching first at Bocconi University.
Join the waitlist — first access when we open.

// no spam · free at launch · built at bocconi