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Investment Thesis Tracker

We make predictions. We track them. We show you the results—both wins and losses. Transparency builds trust.

View Performance Dashboard
Total Theses
5
Active
3
Completed
2
Overall Accuracy
50%
1 of 2 successful

Filter Theses

AllStocksSectorFed policyMacro
AllActiveClosed

Active Theses (3)

stocks

Example: AI Infrastructure Spending Drives Semiconductor Rally

Confidence:
0% 🔴
Created:Jan 4, 2026
Decision:May 8, 2025
semiconductorsainvidia+3
Current Score:0%
sector

Example: Healthcare Sector Outperforms in Q4 2024

Confidence:
50% 🟡
Created:Dec 10, 2025
Decision:Dec 31, 2024
healthcarexlvdefensive+2
Current Score:50%
fed policy

Example: Fed Rate Cut Drives Tech Stock Rally

Confidence:
75% 🟢
Created:Nov 25, 2025
Decision:Dec 17, 2024
federal-reserveinterest-ratestechnology+2
Current Score:75%
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