ThesisFrame

Private portfolio intelligence

Your portfolio,
in focus.

ThesisFrame is being developed as a private intelligence layer for long-term investors: a calmer way to remember the thesis, examine new evidence, and understand what changed.

Know what changed. Skip what didn’t.

Private beta — access is not open yet

The public site describes product direction. The private application is not publicly available.

The promise

One brief. A deliberate review.

Most portfolio tools begin with prices and headlines. ThesisFrame is designed around a narrower question: what changed since the last review, and is the underlying thesis affected?

The intended output is bounded and evidence-led. Quiet periods stay quiet. Missing or stale evidence is shown as a Data Gap, never disguised as certainty or converted to zero.

Product direction

A small system for the questions that matter.

These modules are planned for the private product and are not available through this public site.

What Changed

A chronological view of verified differences rather than an endless headline feed. New evidence stays connected to its source and its observed time.

EvidenceVerifyChange

Daily Brief

A finite summary of material changes, quiet positions, review items, and data health. It is designed to end, not to reward refreshing.

Review window Evidence status included

Position Dossier

A structured memory for each position: thesis, evidence, fundamentals, context, timeline, and explicit review history—without turning research into a recommendation.

ThesisEvidenceHistory

Lens Library

Bounded modules for different kinds of context. A lens should explain what it adds, what evidence it needs, and when it cannot produce a trustworthy result.

FilingsFundamentalsContextRisk

Evidence and provenance

Keep facts, inference, judgment, and decisions separate.

SourceLinked evidence
ObservedExplicit timestamp
StateFact or Data Gap

The product is designed to preserve short excerpts and source links, show stale timestamps, and keep conflicting evidence visible. It should not invent a value to fill a blank or present an unavailable source as a quiet result.

Privacy and security

Private by architecture, not by slogan.

Single-user first

The current system is intended for one private operator, not as a public multi-user portfolio service.

Read-only ledger boundary

Wealthfolio remains the portfolio ledger. ThesisFrame’s integration is designed around narrowly scoped, reviewed capabilities.

No brokerage access

The product direction does not require brokerage credentials and does not include order execution.

Data Gaps stay visible

Unavailable, invalid, or stale inputs remain explicit. Null financial data is never silently treated as zero.

Long-term workflow

A review cadence, not a trading tempo.

  1. Frame

    Record the thesis and the conditions that should remain true.

  2. Observe

    Collect bounded evidence with source and freshness attached.

  3. Review

    Focus attention only where the evidence materially changed.

  4. Remember

    Preserve the user’s judgment and thesis history over time.

Private development

Built carefully before it is opened broadly.

ThesisFrame currently runs as a private, single-user development system while its boundaries and evidence model are validated. There is no public account, waitlist form, or application endpoint here.

Private beta — access is not open yet