ThesisBoard – Structured workspace for investment research with curated tools

Summary: ThesisBoard organizes investment research by integrating workflows with a curated directory of over 150 specialized tools. It automatically links relevant resources based on research context and allows users to fork workflows from top analysts to streamline their process.

What it does

ThesisBoard provides a structured environment that connects research workflows with specific tools like Tegus, Quartr, and FRED. It suggests relevant resources for tasks such as valuation or macro analysis and enables users to adapt workflows from experienced portfolio managers.

Who it's for

It is designed for investment professionals and analysts who manage fragmented research across multiple platforms and seek a centralized, workflow-driven solution.

Why it matters

ThesisBoard addresses the fragmentation of investment research by consolidating scattered data, tools, and workflows into a single, organized workspace.