Trade Thesis

Track your trading ideas from hypothesis to exit

Stop drowning in spreadsheets. One system to manage your ASX stock hypotheses, research, and tax implications — so you make informed decisions, not guesses.

Built for ASX investors who take their research seriously

Dashboard showing trading hypotheses, stock reviews, and CGT calculations

Sound familiar?

You keep researching the same rejected stocks

Without a review log, you waste time re-reading the same terrible quarterly reports. That mining company with no cash? You looked at it three months ago.

Your trading ideas live in scattered spreadsheets

Hypotheses in one sheet, trades in another, research PDFs in random folders. When opportunity strikes, you can never find what you need.

Tax season is a nightmare

Which parcels qualify for the CGT discount? What is the tax hit if you sell now versus next month? You are flying blind on the numbers that matter most.

Everything in one place

Filter stocks fast, never re-research garbage

Log quick verdicts on every stock you look at. Pass, watch, or research — when it shows up again, you will know instantly whether it is worth your time.

Stock review log showing filtered verdicts across multiple stocks
Hypothesis management showing active theses with performance tracking

Track hypotheses with measurable targets

Every trading idea gets a thesis, a target, and a timeframe. Import your Stake trades, link them to hypotheses, and track performance against your original reasoning.

Know your tax position before you trade

See the CGT implications of every potential sell. Which parcels have the discount? What is the tax hit at your marginal rate? Make decisions with real numbers.

Tax calculator showing CGT analysis across multiple parcels

From stock screen to informed decision

1

Review and filter

Run through your stock screens and log quick verdicts. Build a research funnel that separates signal from noise.

2

Form your thesis

Create hypotheses with clear targets and catalysts. Import your trades from Stake and track positions automatically.

3

Decide with confidence

Use CGT calculators and what-if analysis to understand the real cost of every trade before you make it.

Stop guessing. Start tracking.

Your trading ideas deserve better than a spreadsheet.

Trade Thesis supports CSV imports from Stake. Additional broker support is planned for future releases.

Yes. Version 1.0 focuses exclusively on ASX-listed equities, with all calculations in AUD.

No. Trade Thesis tracks your ideas and research. You make the decisions and execute trades through your broker.