Build your theses. Keep them current.
A workspace for your investment theses and the research behind them. Clargus keeps testing each thesis against new evidence and shows you when it holds, weakens or breaks.
Research that stays alive.
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Theses with their assumptions
Write a thesis and the assumptions it rests on. Clargus links each assumption to the companies and evidence behind it.
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Re-checked as evidence arrives
When a filing, event or price move touches an assumption, the thesis is marked as holding, weakened or broken, with the reason.
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Reusable research processes
Turn a good investigation into a process you can run again on the next company or the next quarter.
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Cited reports in your formats
Research lands as cited reports, charts, PDF memos, PowerPoint decks, Excel models or Word documents.
Investment thesis tracking
Know when a thesis holds, weakens or breaks.
Thesis monitoring means checking the assumptions behind each position against every new piece of evidence, not only at the next quarterly review. Clargus does that check for you, and tells you why the status changed.
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01
Write the thesis
What you expect to happen, and the assumptions it rests on.
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02
Link the evidence
Each assumption is tied to the companies and sources behind it in the knowledge graph.
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03
Evidence arrives
A filing, an event or a price move touches one of the assumptions.
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04
The thesis is re-checked
It is marked as holding, weakened or broken, with the reason and the source.
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05
You decide
Act on it, adjust the thesis, or keep it under watch.
Bring your theses.
Never be the last to learn your thesis broke.