ThesisStack

Platform

Web. Next.js on Vercel, FastAPI + PostgreSQL on Railway.

What it does?

Equity research where every position has a written, falsifiable thesis, not a ranking table.

Highlights

• ▸Overnight, Morning Delta tells you what changed on names you already hold or are watching.
• ▸Interview a name until it has a ticket: sit, trim, add, or exit. The journal records the decision and what it cost.
• ▸Exit a position and the record points back at the thesis (and falsifier) that failed, not at a composite score.

Architecture

Scheduled Evening Plan and Morning Delta publish to Today. Operator desk is Act, Inspect, Diagnose. Deterministic, inspectable valuation. Live at https://thesisstack.vercel.app

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