Portfolio mastery for the self-directed investor
Combine the personalization of a financial planner with the independence of self-directed investing. A thesis-driven platform that helps you make smarter, more consistent, and more confident financial decisions.
More than portfolio tracking
Product Demo — Embed Storylane or similar interactive tour here
A comprehensive, thesis-driven system
My Thesis
Define your investment philosophy with a guided Thesis Builder. Evaluate every decision against your goals, risk tolerance, and time horizon.
Asset Discovery
Screen and compare securities that fit your plan. Custom filters, pre-built templates, and side-by-side analysis.
Performance & Risk
Real returns with reinvested dividends, 360° risk analysis, and longevity simulations. See what truly drives your results.
Transform investing from guesswork into a structured, informed process
Thesis Builder. Alignment scores. Scenario modeling. Built-in screeners & educational resources. Start free—no credit card required.
Build My Thesis