The Operating System for Thematic Investors.
Build conviction-based portfolios, organize stocks into investment baskets, track your thesis, monitor allocation drift, and rebalance with clarity.
DashboardAsymmetric Bets is 9% over target — concentration above your conviction band.
Product Walkthrough
Build portfolios around themes, not scattered tickers
Create portfolios, define thematic baskets, assign target weights, add positions, and see whether your capital still matches your strategy.
01 · The problem
From scattered tickers to structure
Most tools show you a list of holdings. ConvictionOS organizes why each position exists and where it belongs.
flat holdings list
11 tickers · no themeThe Problem
Your portfolio is more than a list of tickers.
Thematic investors face structural problems that generic portfolio trackers ignore.
Positions without a theme
Holdings sit in a flat list with no thematic structure tying them to a strategy.
No place to track thesis
Why you own a position lives in scattered notes — or only in your head.
Capital ≠ Conviction
Your highest-conviction themes are rarely the ones holding the most capital.
Basket weights drift
Allocations slip away from strategy as prices and inflows move the portfolio.
Rebalancing without structure
Decisions to trim or add get made in isolation, without basket or thesis context.
Risk and health are opaque
Concentration, drift, and portfolio health stay invisible until something breaks.
The Solution
Connect your themes, thesis, conviction, and capital allocation.
One structured workspace for portfolio construction, thesis tracking, conviction and risk scoring, allocation monitoring, rebalancing, and AI-assisted review.
How It Works
From idea to disciplined portfolio in six steps
A clear workflow that takes you from a blank portfolio to one fully aligned with your strategy.
Create a portfolio
Set up a portfolio for your strategy, accounts, and base currency.
Build thematic baskets
Group positions by theme, role, or strategy — each basket with its own target weight.
Add positions
Add equities and options, with trade terms, position roles, and notes.
Define thesis & conviction
Capture thesis, bull/bear cases, catalysts, exit criteria, conviction and risk scores.
Track actual vs target weights
Monitor allocation drift at basket and position level as the portfolio moves.
Review, rebalance & improve
Run AI reviews, rebalance baskets, and keep capital aligned with conviction.
Flagship Feature
Build conviction before you build position size
Turn ideas into structured, measurable conviction. Evaluate your thesis, identify risks, challenge assumptions, and make sure allocation reflects real conviction.
- Structured Thesis Review
- AI-Assisted Analysis
- Risk Assessment
- Conviction Scoring
- Thesis Review Tracking
- Position Sizing Guidance
Customer concentration in hyperscalers; cyclical capex; potential margin compression from custom silicon competitors.
Strong thesis clarity, defined catalysts, clear exit criteria. Risks acknowledged but watch sizing.
AI is a thesis coach, not a financial advisor. Not investment advice.
AI Assistant
Your AI portfolio partner
An analytical layer that reviews your portfolio and baskets with the rigor of a disciplined investor — not a chatbot, and not the product itself.
AI assists your review process. Your portfolio structure, thesis, conviction, and allocation rules remain the foundation.
- Portfolio AI ReviewHolistic review of allocation, conviction alignment, and risk concentration.
- Basket AI AnalysisPer-basket diagnostics on theme coherence and weighting.
- Thesis Drift DetectionComing soon — flag positions whose original thesis no longer holds.
- AI Rebalancing AssistantComing soon — suggested trades to realign capital with conviction.
Top conviction ideas remain 14% under target. Two positions in the Asymmetric Bets basket show thesis drift — consider trimming to fund Core Compounders.
The Product
One workflow, five core capabilities
The ConvictionOS experience is organized around five product capabilities that work together — not a list of separate apps or navigation pages.
Portfolios, baskets, positions, target weights, roles, watchlists, templates, and imports/exports.
- Portfolios & Baskets
- Equities & Options
- Target Weights & Roles
- Watchlists & Templates
- CSV Import / Export
Thesis, bull and bear cases, catalysts, exit criteria, journal, conviction and risk scoring, Conviction Wizard.
- Thesis & Cases
- Catalysts & Exit Criteria
- Conviction & Risk Scoring
- Conviction Wizard
- PDF Export
Target vs actual weights, basket and position drift, rebalancing reports, sizing simulator, cash impact.
- Basket & Position Drift
- Rebalancing Reports
- Position Sizing Simulator
- Cash Impact Analysis
Exposure, concentration, winners and losers, benchmark, calendar, scenarios, portfolio health score.
- Exposure & Concentration
- Performance vs SPY
- Earnings Calendar
- Scenario Analysis
- Portfolio Health Score
AI reviews across the full portfolio, baskets, risk, opportunities, rebalancing, and stress.
- Full Portfolio Review
- Basket & Risk Reviews
- Opportunity & Rebalancing Review
- Stress Analysis
- AI PM Observations
The Dashboard
Your command center, once your portfolio is in place
Every signal that matters — NAV, P&L, allocation, conviction, risk, catalysts and AI observations — surfaced in one place.
Portfolio Command CenterLive valuation
Today vs prior
Dry powder
Composite signal
Target vs current
Capital ↔ conviction
Risk vs structure
Earnings & events
Suggested moves
PM-grade review
How to Start
Three ways to get your first portfolio in place
Your dashboard becomes meaningful once your portfolio structure is in place.
Create Portfolio Manually
Build baskets and positions step by step.
Use a Portfolio Template
Start from a pre-built thematic structure.
Import Positions via CSV
Bring existing holdings in, then organize them into baskets.
Build your portfolio with conviction.
The operating system for thematic investors — themes, baskets, thesis, conviction, allocation, and AI review in one structured workspace.