Most investors lose to themselves, not the market.
ThesisLock holds you to your own thinking — so you keep quality through the fear and sell only when the thesis actually breaks.
You wrote, 14 weeks ago:
“Azure growth stays above 30%. If it breaks 25%, the thesis is wrong.”
You already know the problem
- A position drops 20% — you sell to stop the bleeding, then watch it recover without you.
- You bought on a clear thesis. Months later you're holding on muscle memory and can't say why.
- You've sold something you later wished you'd held — more than once.
- Earnings land and you can't remember the specific things your thesis actually depended on.
None of this is a knowledge problem. It's a memory-and-discipline problem. That's the whole reason ThesisLock exists.
How it works
Capture
Write what you believe — and name exactly what would prove you wrong.
Surface
It comes back the moment it's tested — earnings, a drawdown — in your own words.
Resolve
Mark whether it held. The record adds up until you know if your conviction is worth trusting.
Earnings drop. You'll know in seconds.
ThesisLock reads the full transcript and checks every claim you wrote against what was actually said. Held, broke, or unclear — with the quote.
Before the call, you commit two plans, not one: what you do if it breaks, what you do if it holds. The transcript just tells you which one to run.
It never says buy or sell. It says whether you were right.
- Azure growth stays above 30%HELD ✓
“Azure and other cloud services grew 33%.”
- Operating margin expands year over yearBROKE ✗
“Margin compressed on the AI buildout.”
- Full-year capex guidance holds flatUNCLEAR
Not addressed on the call.
Decide before it breaks. Not during.
Down 20%, hands shaking, is the worst time to choose. So choose now — exit, trim, hold, add.
“You said you'd trim. It broke.”
You decide against your plan, not your fear.
What happened to the position you sold?
Every trim, exit, and re-entry for a ticker, merged into one chronological account — plain English, not a raw log. Sold out but not calling it closed? That's watching flat: ThesisLock keeps the position open until you formally exit or add back.
Can't I just use Notion?
Store a thesis anywhere. ThesisLock brings it back when it matters and tells you whether you were right. Storage is free everywhere — surfacing is the point.
Pricing
Free
$0
Write your theses, your kill conditions, your earnings claims — keep every one, for as long as you want.
- Unlimited theses, kill conditions, and claims — no caps
- Pre-commit your exit before a thesis breaks
- Live news on every position, the moment it moves
- Edit and revisit anytime
Paid
€10/mo
Everything in Free — plus the part that actually reads the transcript.
- AI reads the call, checks every claim against it
- Drawdown alerts the second a position crosses your line
- Stories — the full merged history for every ticker you've held
Sign up free, upgrade from your dashboard whenever you're ready — checkout takes under a minute.
No card required. Capture is free for as long as you want it.