# ThesisCheck.ai

> The Agentic Filing Audit for Fundamental Investors. Cross-reference your personal investment thesis against official SEC filings (Form 10-Q, 10-K, 8-K, 20-F) in 60 seconds with 100% primary source citations. Zero financial media noise.

## Overview
ThesisCheck.ai is an agentic fintech platform built for fundamental and value equity investors who maintain concentrated or diversified portfolios (>5 positions). Instead of relying on sensationalized financial media headlines or spending 3 to 4 hours manually skimming 80-page quarterly reports, ThesisCheck ingests raw regulatory filings, parses accounting tables, footnotes, and litigation sections, and cross-checks them against the investor's explicit purchase catalysts.

The platform delivers an executive audit verdict ("Intact", "Mixed", or "Breached") within 60 seconds of a filing being published, complete with page-level citations to primary investor relations documents.

## Key Capabilities & Differentiation
- **100% Primary SEC Filings:** Audits exclusively official sources (SEC Form 10-K, 10-Q, 8-K, and 20-F/6-K for foreign private issuers / ADRs). Never uses third-party financial blog commentary.
- **Thesis Compliance Cross-Examination:** Maps reported metrics (operating margin expansion, segment revenue, free cash flow conversion, net debt reduction) directly against user-defined buy thesis pillars.
- **Footnote & Litigation Extraction:** Audits Item 1 ("Legal Proceedings") and accounting footnotes to flag hidden contingencies, antitrust remedies, or working capital distortions.
- **Zero-Hallucination Architecture:** Grounded in a hybrid inference pipeline with deterministic table chunking and page/paragraph source attribution.
- **Privacy-First & No Account Lock-In:** Export audits to Obsidian, Notion, or executive PDF.

## Core Filings Supported
- **Form 10-Q:** Quarterly financial reports, MD&A (Management's Discussion & Analysis), and condensed balance sheet/income/cash flow statements.
- **Form 10-K:** Annual audited reports, segment profitability, full risk factors, and long-term contractual obligations.
- **Form 8-K:** Unscheduled material corporate events (acquisitions, executive departures, major litigation rulings).
- **Form 20-F / 6-K:** Foreign private issuer annual and periodic reports for cross-listed international companies (e.g. ASML, SAP, LVMH).

## Pricing Tiers
- **Free / Explorer ($0):** Track 1 portfolio position, full access to curated live audit samples of mega-cap companies (Google, Nvidia, ASML).
- **Starter ($29/month or $290/year):** Monitor up to 10 stocks in real-time, instant alerts in <60 minutes post-filing, 3 customizable thesis catalysts per stock, full page citations.
- **Pro ($79/month or $790/year):** Monitor up to 30 companies, semantic analysis of Earnings Call Transcripts (Q&A tone and management sentiment), native Notion/Obsidian sync, executive PDF exports.
- **Boutique / B2B ($249 - $499/month):** Family offices, RIAs, and financial newsletter creators. Unlimited watchlist tracking, white-label client reports, and programmatic API access.

## Live Samples & Documentation
- [Full LLM Documentation](https://thesischeckai.com/llms-full.txt): Comprehensive documentation including audit methodology, comparative architecture against financial terminals, and extended FAQs.
- [Live Audit Sample: Alphabet Inc. (GOOGL Q2 10-Q)](https://thesischeckai.com/samples/alphabet-googl-10q-audit.html): Full interactive audit demonstration verifying Google Cloud operating margin expansion against antitrust litigation risks.
- [Live Audit Sample: CrowdStrike Holdings (CRWD Q2 10-Q)](https://thesischeckai.com/samples/crowdstrike-crwd-10q-audit.html): Event-driven forensic audit following the July 19 outage, auditing 98% gross customer retention, Rule of 40 cash flow absorption, and ASC 450 legal liability caps.
- [Live Audit Sample: NVIDIA Corporation (NVDA Q2 10-Q)](https://thesischeckai.com/samples/nvidia-nvda-10q-audit.html): Deep-dive audit proving $27.8B statutory wafer and packaging commitments (TSMC CoWoS), Blackwell mask redesign with zero architectural flaw, and sequential China recovery.
- [Live Audit Sample: NIKE, Inc. (NKE Q1 Form 10-Q)](https://thesischeckai.com/samples/nike-nke-10q-audit.html): Turnaround forensic audit uncovering a 109.7% real FCF dividend coverage deficit, buyback collapse to $123M, and wholesale channel margin dilution.
- [Live Audit Sample: ASML Holding N.V. (ASML Form 20-F)](https://thesischeckai.com/samples/asml-20f-audit.html): Foreign Private Issuer audit analyzing 100% EUV lithography monopoly against the 41% to 20% China revenue normalization cliff and triopoly customer concentration.
- [Main Landing Page](https://thesischeckai.com/): Official homepage with interactive demo tabs, bilingual interface (EN/ES), and private beta waitlist application.
- [Sitemap](https://thesischeckai.com/sitemap.xml): Machine-readable XML sitemap of all public URLs.