Monitor Every Investment Thesis
Before It Breaks
AI-powered real-time tracking of thesis degradation across your entire portfolio. Get early warnings and actionable recommendations before risks appear in your P&L.
Monitor every thesis in real-time
See how ThesisGuard tracks degradation across your entire portfolio and provides actionable insights
Portfolio Positions
Click on any position to see detailed thesis analysis
$2.3M
Losses Prevented (YTD)
127
Active Monitoring Agents
94%
Alert Accuracy Rate
The thesis monitoring lifecycle
From conviction to action - how ThesisGuard protects every position
Define Investment Thesis
Structure your conviction
Input 3-5 core drivers per position using our institutional templates
Quantitative Drivers
Qualitative Drivers
Risk Triggers
Institutional-grade thesis monitoring
Built for hedge funds and asset managers who need to track hundreds of investment theses simultaneously without missing critical signals.
Thesis Codification
Structure and document 3-5 core drivers per position. Track revenue growth targets, margin thresholds, and key operational metrics in a standardized format.
See template examplesSmart Monitoring Agents
LLM-powered agents continuously scan filings, transcripts, news, and alternative data to detect narrative shifts and anomalies.
Learn moreDegradation Alerts
Real-time push notifications when thesis drivers weaken. Get confidence scores, source links, and narrative summaries before risks materialize.
Explore alert typesPortfolio Risk Dashboard
Heatmap visualization of all positions. Instantly see which theses are intact, degrading, or broken across your entire portfolio.
View demo dashboardActionable Recommendations
Automated sizing guidance, stop-loss triggers, and hedging suggestions. Get specific recommendations like "Reduce to core weight" or "Consider protective puts" based on degradation severity.
See recommendation typesTraditional monitoring vs. ThesisGuard
See why leading funds are switching to AI-powered thesis monitoring
| Capability | Traditional Approach | ThesisGuard | Impact |
|---|---|---|---|
| Thesis Monitoring | Manual review weekly/monthly | Real-time 24/7 monitoring | 14-day earlier detection |
| Coverage Scale | 20-30 positions max | 500+ positions simultaneously | 20x more coverage |
| Data Sources | Terminal + manual checks | 100+ sources auto-aggregated | 10x more signals |
| Alert Accuracy | ~60% false positives | 94% true positive rate | 90% less noise |
| Action Time | 2-3 days to analyze | Instant recommendations | 48hr faster decisions |
Proven outcomes across 50+ institutional clients
3.6%
Avg. Loss Prevention
per degraded position
14 days
Alert Lead Time
before P&L impact
15 hrs/week
PM Time Saved
on thesis monitoring
47%
Risk Reduction
in drawdown severity
Based on a 100-position portfolio with $500M AUM
Real-time portfolio risk metrics
Track thesis degradation impact across your entire portfolio with institutional-grade analytics
Portfolio at Risk
$124M
Exposure with degraded theses
Active Alerts
47
Requiring immediate attention
Prevented Losses
$2.3M
This month vs. last month
Alert Accuracy
94%
True positive rate
Risk Distribution by Sector
Thesis Degradation Timeline
TSLA - Multiple drivers broken
2 hours agoEV market share dropped below 20% threshold
SBUX - China expansion revised
5 hours agoManagement guidance walked back in earnings call
BA - Production target missed
Yesterday737 MAX production below 50/month target
NVDA - Thesis intact
2 days agoAll 5 drivers remain healthy despite market volatility
Impact of Early Action
Funds using ThesisGuard recommendations within 48 hours of alerts prevent 87% of potential losses
-4.2%
Avg. loss without action
-0.6%
Avg. loss with early action
3.6%
Alpha preserved
How it works
Get started in minutes. No technical expertise required.
Codify your theses
Define 3-5 core drivers per position using our templates. Set quantitative thresholds and qualitative triggers.
Deploy AI agents
Each thesis driver gets a dedicated LLM agent that monitors filings, transcripts, news, and alternative data 24/7.
Act on insights
Receive real-time alerts when theses degrade. Get specific recommendations: reduce position, hedge, or exit.
Real results from institutional clients
How top funds prevent losses and capture alpha
Caught guidance revision early
AI detected management walking back store count guidance in earnings call Q&A
THESIS DRIVER
THESIS: "China expansion >500 stores by 2025"
Avoided sector rotation loss
System flagged oil breaking $85 resistance, suggested XLE puts as hedge
THESIS DRIVER
MONITOR: "Oil prices <$85 = margin tailwind"
Pair trade opportunity
Detected competitor weakness while thesis intact, recommended relative value switch
THESIS DRIVER
TRACK: "Market share gains vs competitor"
Plus proprietary data feeds, alternative data providers, and custom integrations
Frequently asked questions
Common questions from PMs, analysts, and risk managers.
Have specific compliance or security questions? Get started with ThesisGuard
Join leading funds already protecting their portfolios
ThesisGuard monitors $12B+ in AUM across 50+ institutional clients. Start your 14-day trial and see degradation alerts within hours.
94%
Alert accuracy
14 days
Avg. early warning
$47M
Losses prevented