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Plan

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Saved Theses

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Thesis Limit

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Saved Theses

Review the strength of each idea, understand what supports or limits the score, and see the future monitoring fields that will track whether the thesis is strengthening or weakening.

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Brokerage Connection

Connect a supported brokerage through SnapTrade for read-only portfolio intelligence. ThesisTrader AI will not place, route, or execute trades.

SNAPTRADE CONNECTION

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Sandbox testing is enabled. Brokerage credentials are entered through SnapTrade's connection flow, not into ThesisTrader AI.

Connected Portfolio

Live read-only portfolio intelligence from your connected brokerage. ThesisTrader AI analyzes your holdings but cannot place, route, or execute trades.

Portfolio Value

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Unrealized Gain / Loss

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Holdings

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Brokerage Accounts

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Read-only brokerage intelligence: Portfolio information is retrieved through SnapTrade. ThesisTrader AI does not have authority to place or execute trades.

Current Holdings

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My Investments

Saved Theses

Brokerage Connection

Connected Portfolio

Current Holdings

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