Copilot attach-rate story played out about how I expected.
Why I closed: thesis complete, took the win
FOR INVESTORS WHO DO THE WORK
Write the thesis before the trade. Let the idea sit. Keep the reasoning behind every decision, permanently, with none of the noise.
FREE · iOS AND BROWSER · NO ADS
Every word here was typed by you, before the trade.
“I couldn't tell you why I'm still holding half my positions.”
“I bought it the same hour I first heard about it.”
“My journal is a graveyard of abandoned spreadsheets.”
ThesisVault exists for exactly this.
MYSTIC NIGHT OR DAYLIGHT · ONE TAP APART
Every holding starts as an idea and works its way up. Nothing skips the line.
01 · PLANT
A ticker and what caught your eye. It starts in the incubator behind a cooling-off timer. Breathing room, not a lock.
“Inference demand is compounding.”
02 · PROVE
You write the research standards. The vault holds you to them. No checked boxes, no position.
✓Read the last two calls
✓Know how it makes money
✓Write what kills it
03 · EARN
Thesis, rating, targets, exit rule, the whole file. Capped at a limit you set yourself.
NVDA · 42 sh @ $230
target $310 · stop $185
You write the checklist. You set the ceiling. The vault just refuses to bend.
MY RESEARCH CHECKLIST · MINE TO WRITE
✓Read the last two earnings calls
✓Know exactly how it makes money
✓Write what kills the thesis
+Add your own step…
BOOK SIZE · MY POSITION LIMIT
10 positions max (1–100, your call)
CURRENCY · DISPLAY ONLY
Memory groups by company, not by note. Open one and read its whole story, from the first thing you wrote to the price you got out at.
Copilot attach-rate story played out about how I expected.
Why I closed: thesis complete, took the win
Great product. But the valuation assumes robotaxi perfection.
Why I passed: priced for a future I can't verify
How your research has done
Scored from the exit prices you typed. Nothing updates on its own.
Nothing here can be edited or deleted. The honest track record no broker will give you.
Almost nobody does. Brokers show you a balance, never a verdict. How often you were right, and whether your winners ever ran bigger than your losers. Paste your trade history on your first day and find out.
Winners smaller than losers, 0.4 times over, is what almost everyone finds when they first measure. Seeing that number once tends to change the next decision you make.
Your trades are read in your browser and thrown away. Only the totals are kept. The two figures are not a like-for-like race: the first counts every trade you ever made, the second only the decisions you wrote up.
Other apps sell your attention.
This one protects your judgment.
No tickers moving while you think.
No streaks. No engagement tricks.
Just your research, and how it did.
RESEARCH FIRST · MEMORY IS EARNED
Yes. The app is free, there are no ads, and we don’t sell your data.
No. ThesisVault does no trading, sees no accounts, and fetches no market data. Any prices or targets in your vault are numbers you typed yourself.
Because a number moving while you think is what turns research into an impulse. The moment a journal flashes green and red at you all day, it becomes the slot machine it was supposed to protect you from. Nothing in ThesisVault updates on its own.
When you close a position you enter the price you actually got out at, and Memory scores the decision. Over time you get a hit rate, your average winner against your average loser, and what it added up to. It is the one number that matters, how good your judgment has been, and it only ever looks backwards at decisions you've already finished.
Only finished decisions enter Memory: ideas you passed on, with the reason, and positions you closed. An idea that becomes a position is not finished, so it waits. Once a record is there it can never be edited or deleted, which is what keeps a track record honest.
Fully. Export your entire vault as Markdown anytime, from the app. Your notes are your property.
No. It runs on iPhone and in any browser, including on Android.
Your next idea deserves a memo. And future-you deserves to find it.
Not a broker. Not financial advice. ThesisVault does no trading and connects to no financial accounts. It is a place to organize your own notes. Any prices or targets are numbers you type yourself. You're responsible for your own research and decisions.