ThesisBoard

ThesisBoard

Structure your investment research. Use 150+ curated tools.

1 follower

Investment research is chaotic - scattered across 30+ tabs, Excel sheets, and disconnected notes. ThesisBoard fixes this. A structured workspace that combines research workflows with a curated directory. When you open a card for "Valuation", the board automatically surfaces the exact tools (like Tegus, Quartr, FRED). Stop hunting for sources, focus on the thesis. You can also fork workflows from top analysts and portfolio managers - see how they structure their research and adapt their process.
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ThesisBoard gallery image
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ThesisBoard gallery image
ThesisBoard gallery image
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Aldiyar Seidali
Hi Product Hunt! I’m Aldiyar, a CFA charterholder, spent as a Portfolio Manager and fund allocator. I built ThesisBoard because I was tired of the fragmentation in professional research. We have access to incredible tools, but the actual workflow was a mess - scattered across dozens of browser tabs, lost bookmarks, and disconnected Excel models. ThesisBoard is "Trello meets investment research and top workflow templates". It gives you a structured environment for deep dives, backed by a community-curated directory of 100+ specialized tools. The magic happens in the context: Doing a Macro check? The board gives you instant links to FRED and key indicators. Analyzing Quarterly calls? It hints you tools like Quartr. Running Valuation? It offers modeling templates and data sources. You can also fork workflows from top analysts and portfolio managers - see exactly how they structure their research and adapt their process to your own. We are in public beta and I’m looking for feedback on our default templates. What step in your research process is the most painful today? Aldiyar https://www.linkedin.com/in/seidali