Trade Thesis: A New Platform for Self-Directed ASX Investors

You had a hypothesis that XYT would double when they hit $5M profit. You bought three parcels over three months. Now it's up 100% but you're eyeing WKP. Should you sell some XYT to buy WKP? Which parcels should you sell? What's your tax hit? Where's that PDF about WKP's quarterly report?

If this sounds familiar, you're not alone. Self-directed ASX investors are drowning in Excel spreadsheets, losing track of research PDFs, and flying blind on tax implications when making trading decisions.

Trade Thesis solves this problem by giving you a single system to track your ideas from hypothesis to execution to exit, store your research, and calculate tax implications before you pull the trigger.

The Problem With DIY Investing Tools

Most ASX investors cobble together their own system using a combination of:

• Excel spreadsheets that started clean and became unwieldy
• Folders full of PDFs they can't find when they need them
• Mental notes about why they bought something (that they've forgotten)
• Calculator sessions to figure out CGT implications
• HotCopper bookmarks and random browser tabs

This works until it doesn't. You end up re-researching stocks you already rejected. You hold "zombie positions" where the original reason for buying no longer applies. You make tax-inefficient selling decisions because you can't quickly model the implications.

The existing tools don't help. Portfolio trackers just show you profits and losses. Brokers give you basic transaction history. Stock screeners help you find ideas but don't help you manage them.

What Trade Thesis Does

Trade Thesis is designed around how self-directed ASX investors actually work. It has three core components:

Hypothesis Management

Before you buy anything, you create a hypothesis. What's your thesis? What needs to happen for this to work? When will you reassess?

For example: "XYT will reach $5M profit by Q4 2026, driving the share price to $2.50. I'll start buying below $1.20 and reassess if they miss two consecutive quarterly targets."

The platform tracks whether your hypotheses are proving correct and forces you to update them as circumstances change. No more zombie positions.

Research Library

Every PDF, broker note, and quarterly report gets stored against the relevant stock. When you're reviewing WKP six months later, you can instantly find your previous research instead of starting from scratch.

The system also tracks what you've looked at before and when, so you don't waste time re-reading the same material.

Tax-Aware Position Management

This is where Trade Thesis gets powerful. It tracks every parcel you own, including purchase dates and cost bases. When you're considering a sale, it shows you:

• Which parcels qualify for the CGT discount (held over 12 months)
• Your tax hit under different selling scenarios
• Whether FIFO rules would force you to sell specific parcels first

You can model "what if I sell half my XYT position today?" before making the decision.

Who This Is For

Trade Thesis is built for three types of ASX investors:

The Weekend Screener runs stock screens on Saturday morning and wants to track which ideas are worth pursuing. You need somewhere to capture initial thoughts without committing to a full position immediately.

The Tax-Aware Trader has learned that timing matters for CGT and wants to model selling decisions before executing them. You hold positions across multiple parcels and need clarity on tax implications.

The Thesis-Driven Investor treats trading like a research project and wants to track reasoning over time. You want to know whether your past hypotheses were right or wrong, not just whether you made money.

All three types share common frustrations: too many spreadsheets, scattered research, and no clear framework for managing ideas over time.

Real-World Example

Let's say you're tracking a fictitious mining company, Redstone Resources (RDR). You created a hypothesis in January 2025: "Copper prices will recover by mid-2026, driving RDR above $4.00. I'll accumulate below $2.50."

You bought 1,000 shares at $2.20 in February, another 1,500 at $2.45 in March, and 500 more at $2.10 in May.

Now it's November. RDR is trading at $3.80, and you're seeing opportunities elsewhere. Trade Thesis shows you:

• Your February parcel qualifies for CGT discount (held over 12 months)
• Selling 1,000 shares from the February parcel would create a $1,600 capital gain with 50% discount
• Your after-tax proceeds would be approximately $3,500 (assuming 37% marginal rate)
• All your research notes from when you were building the position

You can make an informed decision instead of guessing.

Getting Started

Trade Thesis launches with core functionality for ASX stocks. You can import your existing positions from your broker (we support Stake CSV files initially), create hypotheses for stocks you're watching, and start building your research library.

The platform is designed to grow with your needs. Start with basic position tracking, add research notes as you find them, and use the tax calculator when you're ready to sell.

We're not trying to replace your broker or give you hot tips. We're giving you the infrastructure to be more systematic about your own investing process.

The best traders have a process. Now you have a tool designed around that process.

This is general information only, not personal financial advice. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.