THESISCHECK · OWN PRODUCT

Investment theses tested against the filings.

ThesisCheck is an AI research product I founded and operate. An investor submits a thesis about a listed company and gets back what the company's own filings support, contradict or leave open, with a source for every claim. It is live and paid per check.

Role
Founder and engineer, from architecture to operations
Status
Live, paid per check
Stack
TypeScript · Next.js · Vercel AI SDK · Trigger.dev · PostgreSQL

The problem

Checking a thesis against primary filings takes an analyst hours of reading. The answer is only usable for an investment decision if every claim can be traced to its source.

What it does

  • Tests a written thesis against primary filings from the US, the UK, Australia and Japan
  • Reads filings in English and Japanese
  • Shows what supports the thesis, what contradicts it and what the filings do not cover
  • Adds a bear case, so the report covers what a bullish reading skips
  • Delivers the report in about 5 minutes
  • Works inside AI assistants such as Claude through its own MCP server, listed in the official MCP Registry

How the evidence is checked

  • An agent reads the filings and proposes claims with evidence. A separate verification step matches each quoted passage against the source before the claim is shown
  • The report states what could not be retrieved
  • The product describes evidence and never issues buy, sell or hold calls, ratings or price targets
  • A check that fails is refunded automatically

Business model

Checks are sold singly, in packs or by monthly subscription, priced in Swiss francs.

What carries over to client work

The same steps work for any research or review task on long documents: gather the primary sources, let an agent propose findings, verify each one against the text, and report what is missing.

Questions

Does ThesisCheck give investment advice?

No. It describes what the filings say and never issues buy, sell or hold calls, ratings or price targets.

Which filings does it read?

Primary filings from the US, the UK, Australia and Japan, in English and Japanese.

How do I know a claim is not made up?

A separate verification step matches each quoted passage against the source before the claim is shown, and the report states what could not be retrieved.

Can it be used inside an AI assistant?

Yes. ThesisCheck has its own MCP server, listed in the official MCP Registry, so it works inside assistants such as Claude.

Read next

How I check what an AI claims.

You cannot tell from an AI answer whether it is true. So I build systems that show a claim only if its quote appears word for word in the source.

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