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

• ▸Each morning, Morning Delta sums up what changed overnight for stocks held or on the watchlist.
• ▸Each stock is worked through until there is a clear call: sit tight, trim, add, or exit. The journal records the decision and what it cost.
• ▸When a position is closed, the record points back to the thesis that failed and the condition that disproved it, not to a composite score.

Architecture

An Evening Plan and a Morning Delta run on a schedule and publish to the Today view. The operator desk has three modes: Act, Inspect, and Diagnose. Valuations are deterministic and can be checked step by step.

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