Build a portfolio that reflects your conviction.
ConvictionOS organizes ideas, sizes positions, and aligns capital with conviction — so your portfolio reflects how you actually think.
Asymmetric Bets is 9% over target — concentration above your conviction band.
The Problem
Most investors track stocks.
Few manage conviction.
Emotion-driven sizing
Position sizes drift from your conviction as price action and feelings take over.
Winners run unchecked
Concentrated wins become hidden risk when there is no allocation framework.
Conviction ≠ Allocation
Your highest-conviction ideas are rarely your largest positions.
Portfolios drift
Without targets and rebalancing, the portfolio no longer reflects the plan.
Concentrated risk
Exposure to sectors, themes, and factors goes unmeasured.
Forgotten theses
Why you bought is lost; exit triggers are never revisited.
The Approach
A Portfolio Operating System
Six connected layers that move ideas from conviction to disciplined capital allocation.
Conviction
Capture and rank investment ideas with a structured conviction score.
Portfolio Construction
Organize positions into baskets and themes that match your strategy.
Position Sizing
Translate conviction into target weights and actual allocation.
Risk Management
Monitor concentration, drift, and exposure across the book.
AI Review
Analytical reviews of portfolio and basket health on demand.
Rebalancing
Buy/sell suggestions to realign capital with conviction.
Product
An interface designed for decisions
Flagship Feature
Build Conviction Before You Build Position Size
Transform investment ideas into structured, measurable conviction. Evaluate your thesis, identify risks, challenge assumptions, and ensure your portfolio allocation reflects your true conviction.
- Structured Thesis Review
- AI-Assisted Analysis
- Risk Assessment
- Conviction Scoring
- Thesis Review Tracking
- Position Sizing Guidance
- AI Challenge My Thesis
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.
Core Features
Every module, working together
- Guided Thesis Review
- AI Thesis CoachBETA
- Challenge My ThesisBETA
- Thesis Review Tracking
- Basket Rebalancing
- Thesis Tracker
- Position Journal
- Portfolio AI ReviewBETA
- Basket AI AnalysisBETA
- Snapshot Export
- Stock Report Print
- Performance Charts
- Risk Exposure
- Watchlist Management
- Earnings & Catalysts
- Portfolio SimulatorBETA
Why It's Different
Built for conviction, not just tracking
AI
Your AI Portfolio Partner
Not a chatbot. An analytical layer that reviews your portfolio and baskets with the rigor of a disciplined investor.
- 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.
Referral Program
Help shape ConvictionOS
Invite serious investors, earn referral points, and unlock future benefits as we build the private beta community.
Pricing
Private Beta Access
- Portfolio Construction
- Position Sizing
- Basket Rebalancing
- Position Journal
- Portfolio AI Review
- Basket AI Analysis
- Portfolio Simulator
- Thesis Drift Detection
- AI Rebalancing Assistant