TheAnalystAI

TheAnalystAI is a thesis monitoring tool for self-directed investors. Users write down why they own a stock; the product converts that into three checkpoints tied to figures companies report in SEC filings, reads new filings against them, and produces change cards with links to sources. Each figure names its filing, period and date. When a source cannot be read, the product says so rather than reporting an all-clear. The site states it does not give buy or sell recommendations, is not a registered investment adviser or broker, and that users make their own decisions. The site describes a free plan covering one monitored company and a Monitor plan at $29 per month for up to 20 companies, with in-app and email briefings and briefing history.

Key features

• Turns user-written investment reasons into three checkpoints tied to SEC filing figures
• Reads new SEC filings against confirmed checkpoints
• Change cards with filing-backed evidence and source links
• Four explicit states: new evidence to review, no material change, source unavailable, and others described on the page
• In-app briefings; email briefings on the Monitor plan
• Briefing and thesis-version history
• Shareable monitoring pages the user opts into on the Monitor plan

Best suited for

• Self-directed investors tracking ten or twenty holdings
• Investors who want to revisit the reasons they bought a stock without re-reading every filing
• Users who want sourced, filing-based change alerts rather than buy or sell advice

Pricing

Free plan: one monitored company, three confirmed checkpoints, 90 days of briefing history. Monitor plan: $29 per month, up to 20 monitored companies, billed monthly in USD through Paddle.