Your investment thesis
audited against official SEC filings.
In 60 seconds.
You define the 3 exact catalysts you bought the stock for. Our agentic engine cross-references quarterly 10-Q filings the second they drop and audits whether your thesis held true or broke. In 60 seconds with exact page citations.
The Signal-To-Noise Gap
Financial Media vs. Primary Filings
Why relying on consensus headlines leads to disastrous portfolio decisions during earnings season.
"ALPHABET (GOOGL) FALLS -6.4% PRE-MARKET AS AI CAPEX SURGES TO $44.9B; SQUEEZING CASH FLOW AMID DOJ THREAT"
"Alphabet shares fell sharply in pre-market trading as capital expenditures soared to historic highs, causing quarterly free cash flow to dip negative while federal antitrust remedy hearings cast doubt on Google Search..."
"THESIS VERIFIED (SCORE: 8.8/10): Cloud Margin Hyper-Expansion (35.5%) & DOJ Remedies Stayed in Appeals"
Pages 28 & 44: Google Cloud revenue surged +82% YoY to $24.8B with operating margin reaching 35.5% ($8.8B income), absorbing CapEx. Note 10 confirms zero loss provisions for DOJ remedies, legally stayed pending multi-year appeals.
The Fundamental Investor Dilemma
The traditional workflow is broken
Holding 15+ stocks turns every earnings season into an exhausting race between unread 10-Qs and oversimplified media headlines.
Mainstream Financial Media
Sensationalist headlines obsessed with Wall Street consensus EPS beats/misses. Clickbait that ignores free cash flow, share dilution, or the true drivers of your thesis.
Manual 10-Q / 10-K Filings
80-page PDFs packed with accounting footnotes and legal jargon. Takes 2-3 hours per holding. Impossible to sustain across 15+ positions without burning out.
ThesisCheck.ai
Our agentic engine fetches the official IR filing instantly, parses tables & notes, and semantically audits whether your 3 core thesis pillars held true.
Test how the 10-Q audits YOUR custom thesis
ThesisCheck does not sell consensus opinions. Select a stock, adjust your catalyst hurdles, and watch our deterministic engine cross-reference statutory SEC 10-Q filings in real time.
Adjust Your 3 Catalyst Hurdles
Thesis Status: 8.8 / 10 (Thesis Intact)
3 of 3 custom catalyst conditions met or exceeded official SEC reported numbers.
Granular Catalyst Cross-Examination (10-Q Primary Citations)
CapEx elevated at $44.9B for TPU/datacenter expansion causing a temporary single-quarter FCF dip (-$5.85B), structurally absorbed by $8.8B in quarterly Cloud operating profit.
Notice how the verdict shifted with your thresholds?
ThesisCheck does not sell consensus opinions or generic price targets. It runs YOUR personal investment criteria against statutory SEC EDGAR disclosures with exact page and table citations.
Enter your email and the tickers you hold. We'll set up your automated SEC filing audits for next earnings season.
Automated Intelligence Workflow
How ThesisCheck Works
Zero manual effort. Define your portfolio once and receive high-signal intelligence every earnings season.
01. Define Your Custom Thesis
Input your tickers and the 2-3 key catalysts you bought the stock for (e.g. gross margin >35%, cloud growth >30%, debt reduction). Or use standard institutional benchmarks with one click.
02. Real-Time SEC EDGAR Audit
Our agentic engine fetches the official 10-Q/10-K filing the second it hits SEC EDGAR, extracting financial statements, segment disclosures, and legal footnotes without third-party bias.
03. Objective Verdict & Page Citations
Receive an objective audit briefing in your inbox before market open. Every catalyst is marked Passed or Breached, complete with exact 10-Q page numbers and footnote warnings.
Common Questions
Frequently Asked Questions
Where does ThesisCheck get its data?
Exclusively from primary sources: SEC EDGAR filings (10-Q, 10-K, 8-K), official Investor Relations slide decks, and audited financial statements. We never rely on summarized news feeds or social media sentiment.
Is my personal investment thesis private?
Yes, 100%. Your thesis notes, custom metrics, and portfolio holdings are encrypted and strictly isolated. They are never shared, sold, or used to train public models.
How much will ThesisCheck cost after the beta?
Access is completely free during the Private Beta. Early adopters on the waitlist will lock in lifetime grandfathered pricing when our Pro plans launch.
Do you charge per AI prompt or token like other platforms?
No. Unlike platforms that add a metered tax on your queries or limit you to 25 messages a month, ThesisCheck operates with a flat, predictable subscription model. We run dedicated local and efficient inference so you never have to count tokens or worry about being cut off mid-earnings season.
Is ThesisCheck a conversational chatbot?
No. Chatbots force you to guess prompts and waste time reading walls of text. ThesisCheck is a deterministic forensic auditor: you set your thesis once, and our engine automatically verifies official SEC 10-Q/10-K filings, highlighting exact table and footnote citations.
Audit quarterly results without wasting hours
Join the private beta waitlist and get your first thesis-audited earnings briefings delivered before next quarter.