Start with one investment idea
Reach a useful first thesis, then add the context you need.
This guide starts after sign-in. If you are creating an account, first complete the welcome, investor profile, and checkout steps shown during signup. Your profile helps tailor the research questions to your objectives.
After signing in, select Create your first thesis in the setup checklist, or use Theses in the navigation. View full size
Build your first thesis
- Open Theses and choose New thesis.
- Search for a company and write the question you want to test. For example: “Can this business maintain its margins as competition increases?”
- Review the proposed checklist, then start research.
- Open the completed report. Read the bear case and follow the sources behind the most important claims.
See the thesis walkthrough for the full flow. Research continues in the background if you leave the page.
Add context when it helps
| Your next need | What to do |
|---|---|
| See how the idea fits what you own | Connect your brokerage |
| Apply your own investment standards | Customize your checklist |
| Compare public evidence with your notes | Add a document source |
| Reflect on your decision habits | Start Bias Radar |
| Keep an existing thesis under review | Turn on tracking |
You do not need to complete every optional setup item before researching. Start with the question that matters now.