Most investors lose to themselves, not the market.
ThesisTrack holds you to your own thinking — so you keep quality through the fear and sell only when the thesis actually breaks.
You wrote, 14 weeks ago:
“Azure growth stays above 30%. If it breaks 25%, the thesis is wrong.”
You already know the problem
- A position drops 20% — you sell to stop the bleeding, then watch it recover without you.
- You bought on a clear thesis. Months later you're holding on muscle memory and can't say why.
- You've sold something you later wished you'd held — more than once.
- Earnings land and you can't remember the specific things your thesis actually depended on.
None of this is a knowledge problem. It's a memory-and-discipline problem. That's the whole reason ThesisTrack exists.
How it works
Capture
Write down what you believe, and what would prove you wrong.
Surface
We bring it back at the exact moment it's tested — earnings, a drawdown — in your own words.
Resolve
Mark whether it held. Over time you see whether your conviction is actually any good.
Earnings drop. You'll know in seconds.
ThesisTrack reads the full transcript and checks every claim you wrote against what was actually said. Held, broke, or unclear — with the quote.
It never says buy or sell. It says whether you were right.
- Azure growth stays above 30%HELD ✓
“Azure and other cloud services grew 33%.”
- Operating margin expands year over yearBROKE ✗
“Margin compressed on the AI buildout.”
- Full-year capex guidance holds flatUNCLEAR
Not addressed on the call.
Decide before it breaks. Not during.
Down 20%, hands shaking, is the worst time to choose. So choose now — exit, trim, hold, add.
“You said you'd trim. It broke.”
You decide against your plan, not your fear.
Can't I just use Notion?
You can store a thesis anywhere. ThesisTrack brings it back when it matters and tells you whether you were right. Storage is free everywhere — surfacing is the point.
Pricing
Free
$0
Write your theses and what would break them. Keep them as long as you like.
- Capture unlimited theses
- Name what would prove you wrong
- Edit and revisit anytime
Paid
$10/mo
Everything in Free, plus the part that works for you.
- AI reads the earnings call, checks your claims
- Drawdown alerts when a position crosses your line
- Your committed action, surfaced when it breaks
- Your decision track record over time
No card required. Capture is free for as long as you want it.