AI Investment Thesis Manager

Your investment thesis, continuously monitored.

Build your thesis with Sason, monitor what matters, and see how new information affects your case, so you know when to act.

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How Sason Works

01

Build your thesis

Start with a stock and your investment reasoning.

Write it directly, upload existing material, or develop your thesis with Sason AI. Sason turns your thinking into a structured thesis you can refine at any time.

02

Monitor what matters

Choose what Sason should watch.

Monitor anything relevant to your investment case – financial metrics, management changes, competition, regulation, industry shifts, or your own custom conditions.

03

Know when to act

Turn new information into investment decisions.

Sason connects relevant new information to your thesis and shows how it affects your conviction, so you can decide when action is needed.

Everything that keeps your thesis sharp.

Thesis workspace

Turn scattered thinking into a living thesis.

Capture why you own the stock, what must go right, and what could break — in one structured place.

  • Belief and full thesis description
  • Key monitors to track
  • Conviction shown clearly
sason / thesis / AAPL
Apple Inc.AAPL

Position held · 4.2% of portfolio

Conviction
7/10
Belief

Services becomes the margin engine while hardware stabilises.

Recurring services revenue carries a structurally higher gross margin. If growth holds, consolidated margin expands even in a flat handset cycle.

Monitors
  • Services revenue growth stays above 12%
  • Gross margin remains above 44%
  • Product cycle supports re-acceleration
Thesis-relevant signals

Not another market alert.

Sason connects new information to the thesis you actually wrote, so you can see what affects conviction.

  • Detects relevant new developments
  • Connects them to your monitors
  • Suggests what may need to change
sason / signals
New signal · AAPL2h ago

Services revenue growth slowed to 9% YoY in Q3

Deceleration from 14% in Q2, driven by softer App Store spend in Greater China.

Relevant monitor
Services growth must remain above 12%
Impact on thesis
Weakens
Suggested conviction
7 → 5
  1. New information
  2. Your monitor
  3. Impact
  4. Conviction
Source transparency

Every signal tied back to the source.

Read the exact filing, earnings call, report, or headline behind the signal — so you can judge the evidence yourself.

  • Clear source attribution
  • Exact supporting excerpt
  • Built for trust, not black-box output
sason / evidence
  • SEC filings
  • Earnings reports
  • Call transcripts
  • Company releases
  • News
Q3 2024 Earnings CallAug 1 · 17:04 ET
“Services grew 9 percent year over year this quarter, below the pace we saw in the first half, reflecting softer App Store performance in Greater China.”

CFO remarks · prepared statement, paragraph 6

Why it matters

The figure sits below your 12% monitor threshold, and management framed it as region-specific rather than structural.