shippedweb2026
ThesisStack
Equity research where every position has a written thesis
A research workspace built around written rules rather than a ranking table. Each evening it drafts a plan; each morning it reports what changed. You interview a name until it has a ticket — sit, trim, add, or exit — and the journal records the decision and what it cost. Theses carry falsifiers and a dated evidence log. FastAPI and PostgreSQL on Railway, Next.js on Vercel.
Highlights
- ▸Evening Plan and Morning Delta run on a schedule and publish to Today
- ▸Operator desk splits the work into Act, Inspect, and Diagnose
- ▸Theses need falsifiers, and exits are attributed back to the claim
- ▸Valuation is deterministic and inspectable — no composite black-box score
Stack
Next.jsTypeScriptFastAPIPostgreSQLRailway