Thesis Monitor — Complete Guide

Thesis Monitor puts a tireless analyst on every view you hold. You write down a thesis once — a trade, a company call, an event or macro bet, a theme — along with what would prove it wrong, and AllMind re-checks it on a schedule you set. Every review comes back with a clear verdict (is the thesis still holding, or is it breaking?), what actually changed since last time, the evidence on both sides, a recommended decision, things to watch, and fresh ideas. When a thesis weakens past the threshold you chose, you’re alerted — so you hear about a broken thesis from AllMind before you hear it from the market. Find it under Research Workspace → Thesis Monitor.

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What it is

A monitor is a saved investment thesis that AllMind keeps under continuous review. Each monitor has three parts:

• The thesis — the original reason a trade, company, event, or theme is worth holding, and, critically, what would prove it wrong.
• A schedule — how often AllMind re-checks the thesis (as often as hourly, or as seldom as once a month).
• An alert threshold — how much the thesis has to weaken before you’re notified.

On each scheduled check, AllMind researches what’s changed against new filings, earnings calls, and news, then returns a structured review: a verdict, the key developments, the confirming and disconfirming evidence, a recommended decision, watch items, and idea generation. Every review is kept, so each monitor builds a dated history of how your thesis has held up over time. Think of it as a research diary that checks itself: you record the thesis and the disconfirming signals once, and AllMind does the ongoing work of pressure-testing it and flagging the moment your reasoning starts to break.

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When to use it

Reach for Thesis Monitor when:

• You hold a view and want it continuously pressure-tested — a long or short position, a company call, a macro or event bet, or a sector/thematic idea.
• You care most about being told when you’re wrong. The feature is built around disconfirming evidence: it tracks the signals that would break your thesis and alerts you when they show up.
• You want a standing verdict and history for a thesis — a running record of holding → weakening → challenged → broken, with the evidence behind each change — rather than a one-off answer.
• You’re juggling many theses at once and want a single place that surfaces the ones that need attention today.

Use something else when:

• You need a one-time answer right now → run it in Agent Studio, Chat, or Reports. Thesis Monitor is for ongoing tracking, not a single deep dive.
• You want to run a report, refresh a grid, or send a scheduled prompt on a timer or around earnings → use Automations. Automations produce and deliver recurring output; Thesis Monitor judges whether a specific thesis still holds and maintains its verdict history.
• You just want to read the latest news or track a calendar → use News or Live Investor Relations.

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How to use it

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Create a monitor

Registering a thesis is a short, single-screen process — most fields are optional, and sensible defaults are already filled in.

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Read a review

Open any monitor to see its latest review, laid out as skimmable sections you can jump between:

• Verdict — the headline call (Holding, Weakening, Challenged, Broken, and so on), the quality of the evidence behind it, and a one-line summary.
• Decision — a recommended action with its urgency, an optional due-by, the reasoning, and alternatives — so a review ends in “what should I do about it,” not just an assessment.
• What changed — the key new developments since the last review, each tagged as supporting or pressuring the thesis, with sources.
• Pillars — the thesis broken into its load-bearing claims, each marked confirmed, stable, weakening, at-risk, or refuted, so you can see exactly which part is moving.
• Evidence — confirming and disconfirming evidence side by side, with links.
• Watch — upcoming catalysts, data, filings, or price levels to keep an eye on.
• Ideas — related trade or research ideas the review surfaced, with rationale, tickers, and the risk on each.
• Memo — the full written analysis, which you can export as a document.

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Manage a monitor and its history

From a monitor you can:

• Run review — trigger a fresh review on demand, separately from the schedule (great for a baseline right after you create it, or an ad-hoc re-check when news breaks).
• Review history — open any past review by date and compare how the verdict has evolved. Failed attempts are marked as such and never mixed into your analysis.
• Edit any part of the thesis, coverage, schedule, or alerting.
• Pause / Resume monitoring — a paused monitor keeps all its history but runs no scheduled reviews until you turn it back on.
• Copy link to jump straight back to a specific monitor.
• Delete a monitor you no longer need.

Your list of monitors shows the verdict, when it was last reviewed and when it’s next due, and puts the ones that need attention — anything alerting, or a failed review — at the top. You can filter (All, Needs attention, Running, Paused) and search across titles, tickers, and types.

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Capabilities & key choices

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The five thesis types

Each type comes with a starting outline you can insert into the thesis field, and it shapes the default set of signals AllMind tracks (for a trade: price action, earnings revisions, positioning, news flow, valuation; for a company: filings, calls, demand, margins, competition, estimates; and so on). You’re never locked in — edit the thesis and monitor notes freely.

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Alert threshold — how early you want to hear

The threshold sets how much the thesis has to deteriorate before a review raises an alert:

• Early — alert as soon as the thesis starts weakening. The most sensitive; best when you want the earliest possible warning.
• Standard (default) — alert once the thesis is challenged (materially in question). A balanced setting for most theses.
• Strict — alert only when the thesis is effectively broken. The quietest; best for low-conviction or long-horizon ideas where you don’t want to react to noise.

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Review cadence — how often it re-checks

Pick how frequently AllMind re-evaluates the thesis. There are one-tap presets — 6 hours, 12 hours, 1 day (the default), 3 days, and 7 days — or set any custom interval from 1 hour up to 720 hours (30 days). Cadence is an interval measured from the last review (e.g. “every 12 hours”), not a fixed clock time — so there’s no time-of-day or timezone to set.

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Coverage, tags, and monitor notes

• Tickers & companies focus each review on the right names.
• Trade or position and Event add context (what you actually hold, and the catalyst in play).
• Tags help you organize and search a large list of monitors.
• Monitor notes are free-form instructions that steer every review — the specific metrics, sources, catalysts, disconfirming signals, and idea-generation angles you care about. This is the single most powerful way to tune what AllMind looks at.

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Monitoring on / off

A monitor set to Monitoring on runs reviews automatically on its cadence. Switch it to paused and no scheduled reviews run until you resume — useful for parking a thesis without losing its history. (You must resume a paused monitor before you can run a manual review.)

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Alerts and where they reach you

An alert fires when a review’s verdict first crosses — or worsens past — the threshold you set (not on every run, and not again for a verdict that’s already beyond it). The monitor is flagged needs attention at the top of your list, and the alert is delivered through the platform’s notifications:

• In-app — alerts and attention-needed events land in your notification inbox, tagged Thesis monitor.
• Email — add email recipients to a monitor and they’re emailed when it alerts.
• Text (SMS) & desktop — if you’ve enabled these in your notification settings, alerts reach you there too. Thesis alerts count as important, so they still come through even if your SMS is set to “failures and alerts only.” (SMS is opt-in and needs a verified mobile number.)

If several scheduled reviews fail in a row, the monitor is also flagged as needing attention, so a quietly-stuck monitor can’t slip past you.

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What it can access & produce

What each review draws on. Each review is a genuine piece of deep research — a thorough, multi-step investigation that deliberately hunts for evidence against your thesis (every review runs at least one counter-thesis check) and focuses on what’s genuinely new since the last review. It works from the platform’s public market-research universe and the live web:

• Regulatory filings — U.S. (SEC) and Canadian (SEDAR) filings.
• Earnings materials — call transcripts and presentation slides.
• Company communications — press releases and investor-relations materials.
• Independent research — third-party broker/analyst reports and ESG research.
• Market & fundamentals data — company financials, estimates, and pricing for the names you attach.
• News and sector data, plus live web search for anything breaking or outside the corpus.

What each review produces: Every review is timestamped and stored, so a monitor accumulates a verdict history you can page back through. The exportable memo and the surfaced ideas are what most naturally feed your next step — a deeper Agent Studio run, a report, or a note to the desk.

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Tips & best practices

• Lead with what would prove you wrong. The disconfirming signals are what the monitor watches hardest — the more precisely you state them, the sharper the alerts.
• Use monitor notes to tune each review. Name the exact metrics, catalysts, and sources you care about; it’s the fastest way to make reviews feel tailored rather than generic.
• Match the threshold to your conviction. High-conviction, fast-moving trades → Early; long-horizon or low-conviction ideas → Strict, so you’re not pulled in by noise.
• Match cadence to how fast the thesis can move, not to how much you want to check. Daily or weekly is right for most fundamental theses.
• Run the first review immediately after creating a monitor to get a baseline verdict you can measure future reviews against.
• Attach the tickers and companies — reviews are sharper when they know exactly which names the thesis rides on.
• Pause rather than delete when a thesis is dormant but not dead; you keep the whole history.
• Read the Pillars section to see which specific claim is moving, not just that the overall thesis weakened — it tells you where to dig.

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Limits & things to know

• Review cadence runs from 1 hour to 720 hours (30 days), measured from the last review. More frequent than hourly isn’t offered.
• It works from public market data and the web, not your private documents. See What it can access & produce — for private-data analysis, use Agent Studio or Chat.
• Reviews run in the background and take a little time — usually a few minutes, though a complex thesis can take longer. You don’t need to keep the page open; the verdict and any alert will be waiting, and you’re notified when a review completes.
• A failed review is not fatal. If a review can’t complete, your monitor is unaffected: the previous verdict stands and the next scheduled review retries automatically. Failed attempts are marked as failed and never fold into your analysis or verdict history. If several scheduled reviews fail in a row, the monitor is flagged as needing attention.
• Partial reviews are held honest. If a review can’t finish in full, AllMind holds the verdict at inconclusive and labels the read as partial rather than overstating a conclusion.
• A review stuck running for over two hours is treated as stalled; it typically recovers on the next scheduled check, and you can retry it manually.
• Paused monitors never run — no scheduled reviews, and you can’t run a manual review until you resume.
• Manual reviews are on-demand re-checks, separate from the schedule; running one doesn’t change your cadence.
• Each monitor keeps its 100 most recent reviews (always retaining the latest completed and the latest failed), so a long-running monitor holds a deep but bounded history.
• There’s no set limit on how many monitors you can keep, and the feature isn’t gated to a particular plan tier.
• Room to write. A thesis can run to about 20,000 characters and monitor notes to about 12,000, so there’s plenty of space to be specific. You can attach up to 50 tickers and 100 companies, and up to 50 email recipients, per monitor.

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How it works with other features

Thesis Monitor sits alongside the rest of the platform and both consumes and feeds it:

• Agent Studio, Chat & Deep Research — a thesis review runs the same kind of deep research as the platform’s interactive AI, but scoped to public sources. When a review flags something — or when you want the thesis tested against your own documents, which a monitor doesn’t read — take it into Agent Studio or Chat, where you can turn on your Data Room, uploaded files, and connected data. Conversely, a conclusion you reached in Chat can become the thesis you register here.
• Automations — complementary, not overlapping. Automations run reports, grids, and prompts on a schedule and deliver files; a thesis monitor judges whether a specific thesis still holds. Use both: an automation to produce your morning report, a monitor to tell you when the view behind it breaks.
• Reports & Grids — export a review’s memo, or use a monitor’s surfaced ideas and pillars as the starting point for a formal Report or a comparison Grid.
• News & Live Investor Relations — the developments a review surfaces come from the same market news and corporate-events universe those features track; a monitor is the thesis-aware lens over that same flow.
• Notifications, email & SMS — reviews and alerts flow into the shared notification system, so a thesis alert can reach you in-app, by email, by text, or on the desktop, exactly like the rest of your research activity.

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Example workflows

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1. Stand up a monitored short and get alerted when it’s working — or wrong

Goal: track a short thesis and hear immediately if the reasoning breaks.

1. In Thesis Monitor, create a Trade monitor. Insert the trade outline and fill in the setup, why now, and — most important — what would make you wrong.
2. Attach the ticker and set the position to “short equity.”
3. Set the alert threshold to Early (you want the first sign of trouble) and the cadence to 12 hours (a fast-moving trade).
4. Run the first review for a baseline verdict, then let it run.
5. When a review comes back Weakening or worse, you’re alerted — open it, read What changed and Pillars to see which leg moved, and act on the Decision.

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2. From a broken thesis to a fresh idea and a report

Goal: turn a monitor’s alert into your next trade and a write-up for the desk.

1. A Company monitor flags your thesis as Challenged; its Ideas section surfaces a related name that benefits from the same shift.
2. Take that idea into Agent Studio or Chat for a full deep-dive to validate it.
3. Collect the supporting material in a Data Room folder.
4. Generate a Report from a template to write it up — and register the new idea as its own thesis monitor so it’s tracked from day one.

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3. A monitored book across a whole watchlist

Goal: keep a standing verdict on every position you hold.

1. Create one monitor per position or thesis, tagging them by strategy or sector.
2. Give each a cadence that fits its horizon (daily for trades, weekly for long-horizon holds).
3. Each morning, open Thesis Monitor and use the Needs attention filter — it surfaces only the theses that alerted or changed, so you read what moved instead of re-checking everything.
4. For anything alerting, work the Decision and Watch items; pause the monitors whose theses you’ve exited.

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Common questions

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Getting help

For help framing a thesis, tuning what a monitor watches, or building a monitored book across your positions, reach AllMind support through the in-app support option or your account team.