What Trade Thesis does
A research process for self-directed ASX investors — from the first screen through to the tax consequences of closing a position.
Review Log
Record a Pass or Interested verdict on any ASX share in about 30 seconds, with the reason attached, and schedule a re-review for the ones that are not ready yet.
Research Notes
Notes scoped to individual ASX shares, with links back to the announcement, report, or article that informed your thinking.
Hypotheses
A structured investment thesis with a measurable target, the catalysts that would prove it right or wrong, and a lifecycle that runs from draft to a definitive outcome.
Trade Import
Copy rows from your broker, paste them in, and an AI extractor pulls out dates, quantities, prices, and fees. Review everything before it is imported.
CGT Calculator
A what-if calculator for Australian CGT (Capital Gains Tax) with a per-parcel FIFO (First In, First Out) breakdown, the 50% discount threshold marked, and a sell-today versus wait comparison.