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47 AI modules & interactive apps for equity analysts — deep dives, valuation models, IC reports, and 28 interactive apps. Live web search included.

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47
Modules & Apps
$5
Analyst / month
~30s
Per deep dive
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Thesis Terminal · Deep Dive · NVDA
MODULES
P1 · DEEP DIVEclaude-opus-4 · 2.1s · $0.012
NVIDIA Corporation — Investment Analysis
THESIS
NVDA maintains structural leadership in AI accelerators with ~80% data center GPU market share. The CUDA ecosystem creates extraordinary switching costs — a decade of developer lock-in that AMD cannot close in any reasonable timeframe.
VALUATION
NTM EV/Sales 18x vs. historical 10x. Bull case $1,200 (35x NTM). Bear $580 (12x) if hyperscaler in-sourcing accelerates faster than expected.
RISK
AMD MI300X ramp + custom silicon from MSFT, GOOGL, AMZN. Monitor quarterly H100 ASP trajectory and Blackwell supply updates.
✓ COMPLETE

47 MODULES & INTERACTIVE APPS

Every workflow an analyst needs — in one terminal

Screening
Opportunity pipeline
Free
Deep Dive
Full thesis analysis
Free
Valuation
DCF · Models · Scenarios
Analyst
Monitor
Market intelligence
Free
Earnings
Quarterly results
Analyst
Compare
Head-to-head analysis
Analyst
Portfolio
Risk & concentration
Analyst
Monthly Letter
Investor communication
Analyst
Thesis Report
Commercial document
Analyst
Macro
US · Global → Portfolio
Analyst
Daily Log
Production tracking
Analyst
IC Report
Investment committee
Analyst
Benchmarking
Competitive matrix
Analyst
MECE Formatter
Slide-ready bullets
Analyst
Jargon Cutter
Strip corporate fluff
Analyst
Expert Calls
Transcript synthesis
Strategist
Due Diligence
Red flag detector
Strategist
Altman Z-Score
Bankruptcy gauge · App
Analyst
Debt Wall
Maturity vs cash flow · App
Analyst
BCG Matrix
Portfolio positioning · App
Strategist
Moat Radar
Competitive score · App
Strategist
Price-Volume
Elasticity simulator · App
Strategist
Football Field
Valuation range · App
Strategist
Margin Lever
EBITDA waterfall · App
Strategist
Free Query
Ask anything financial
Free
WACC Calc
Cost of capital · App
Analyst
DCF Model
FCF model + sensitivity · App
Analyst
LBO Calculator
IRR & MOIC model · App
Strategist
Scenario Analysis
Bull / base / bear · App
Strategist
Short Interest
Squeeze risk monitor · App
Analyst
Capital Returns
Buyback + dividend · App
Analyst
Rule of 40
SaaS efficiency score · App
Analyst
Sensitivity Table
2D grid → implied price · App
Analyst
Earnings Tracker
EPS history & beats · App
Analyst
Insider Activity
Form 4 buy/sell signal · App
Analyst
Margin Bridge
P&L waterfall → FCF · App
Analyst
Precedent Deals
M&A comps by sector · App
Strategist
Options Sentiment
P/C ratio · IV rank · App
Analyst
Momentum Score
0–100 multi-factor · App
Analyst
Sum of Parts
SOTP → implied price · App
Strategist
Acquisition Model
M&A IRR & accretion · App
Strategist
Screening
Opportunity pipeline
Free
Deep Dive
Full thesis analysis
Free
Valuation
DCF · Models · Scenarios
Analyst
Monitor
Market intelligence
Free
Earnings
Quarterly results
Analyst
Compare
Head-to-head analysis
Analyst
Portfolio
Risk & concentration
Analyst
Monthly Letter
Investor communication
Analyst
Thesis Report
Commercial document
Analyst
Macro
US · Global → Portfolio
Analyst
Daily Log
Production tracking
Analyst
IC Report
Investment committee
Analyst
Benchmarking
Competitive matrix
Analyst
MECE Formatter
Slide-ready bullets
Analyst
Jargon Cutter
Strip corporate fluff
Analyst
Expert Calls
Transcript synthesis
Strategist
Due Diligence
Red flag detector
Strategist
Altman Z-Score
Bankruptcy gauge · App
Analyst
Debt Wall
Maturity vs cash flow · App
Analyst
BCG Matrix
Portfolio positioning · App
Strategist
Moat Radar
Competitive score · App
Strategist
Price-Volume
Elasticity simulator · App
Strategist
Football Field
Valuation range · App
Strategist
Margin Lever
EBITDA waterfall · App
Strategist
Free Query
Ask anything financial
Free
WACC Calc
Cost of capital · App
Analyst
DCF Model
FCF model + sensitivity · App
Analyst
LBO Calculator
IRR & MOIC model · App
Strategist
Scenario Analysis
Bull / base / bear · App
Strategist
Short Interest
Squeeze risk monitor · App
Analyst
Capital Returns
Buyback + dividend · App
Analyst
Rule of 40
SaaS efficiency score · App
Analyst
Sensitivity Table
2D grid → implied price · App
Analyst
Earnings Tracker
EPS history & beats · App
Analyst
Insider Activity
Form 4 buy/sell signal · App
Analyst
Margin Bridge
P&L waterfall → FCF · App
Analyst
Precedent Deals
M&A comps by sector · App
Strategist
Options Sentiment
P/C ratio · IV rank · App
Analyst
Momentum Score
0–100 multi-factor · App
Analyst
Sum of Parts
SOTP → implied price · App
Strategist
Acquisition Model
M&A IRR & accretion · App
Strategist
Portfolio
Risk & concentration
Analyst
Monthly Letter
Investor communication
Analyst
Thesis Report
Commercial document
Analyst
Macro
US · Global → Portfolio
Analyst
Daily Log
Production tracking
Analyst
IC Report
Investment committee
Analyst
Benchmarking
Competitive matrix
Analyst
MECE Formatter
Slide-ready bullets
Analyst
Jargon Cutter
Strip corporate fluff
Analyst
Expert Calls
Transcript synthesis
Strategist
Due Diligence
Red flag detector
Strategist
Altman Z-Score
Bankruptcy gauge · App
Analyst
Debt Wall
Maturity vs cash flow · App
Analyst
BCG Matrix
Portfolio positioning · App
Strategist
Moat Radar
Competitive score · App
Strategist
Price-Volume
Elasticity simulator · App
Strategist
Football Field
Valuation range · App
Strategist
Margin Lever
EBITDA waterfall · App
Strategist
Free Query
Ask anything financial
Free
WACC Calc
Cost of capital · App
Analyst
DCF Model
FCF model + sensitivity · App
Analyst
LBO Calculator
IRR & MOIC model · App
Strategist
Scenario Analysis
Bull / base / bear · App
Strategist
Short Interest
Squeeze risk monitor · App
Analyst
Capital Returns
Buyback + dividend · App
Analyst
Rule of 40
SaaS efficiency score · App
Analyst
Sensitivity Table
2D grid → implied price · App
Analyst
Earnings Tracker
EPS history & beats · App
Analyst
Insider Activity
Form 4 buy/sell signal · App
Analyst
Margin Bridge
P&L waterfall → FCF · App
Analyst
Precedent Deals
M&A comps by sector · App
Strategist
Options Sentiment
P/C ratio · IV rank · App
Analyst
Momentum Score
0–100 multi-factor · App
Analyst
Sum of Parts
SOTP → implied price · App
Strategist
Acquisition Model
M&A IRR & accretion · App
Strategist
Screening
Opportunity pipeline
Free
Deep Dive
Full thesis analysis
Free
Valuation
DCF · Models · Scenarios
Analyst
Monitor
Market intelligence
Free
Earnings
Quarterly results
Analyst
Compare
Head-to-head analysis
Analyst
Portfolio
Risk & concentration
Analyst
Monthly Letter
Investor communication
Analyst
Thesis Report
Commercial document
Analyst
Macro
US · Global → Portfolio
Analyst
Daily Log
Production tracking
Analyst
IC Report
Investment committee
Analyst
Benchmarking
Competitive matrix
Analyst
MECE Formatter
Slide-ready bullets
Analyst
Jargon Cutter
Strip corporate fluff
Analyst
Expert Calls
Transcript synthesis
Strategist
Due Diligence
Red flag detector
Strategist
Altman Z-Score
Bankruptcy gauge · App
Analyst
Debt Wall
Maturity vs cash flow · App
Analyst
BCG Matrix
Portfolio positioning · App
Strategist
Moat Radar
Competitive score · App
Strategist
Price-Volume
Elasticity simulator · App
Strategist
Football Field
Valuation range · App
Strategist
Margin Lever
EBITDA waterfall · App
Strategist
Free Query
Ask anything financial
Free
WACC Calc
Cost of capital · App
Analyst
DCF Model
FCF model + sensitivity · App
Analyst
LBO Calculator
IRR & MOIC model · App
Strategist
Scenario Analysis
Bull / base / bear · App
Strategist
Short Interest
Squeeze risk monitor · App
Analyst
Capital Returns
Buyback + dividend · App
Analyst
Rule of 40
SaaS efficiency score · App
Analyst
Sensitivity Table
2D grid → implied price · App
Analyst
Earnings Tracker
EPS history & beats · App
Analyst
Insider Activity
Form 4 buy/sell signal · App
Analyst
Margin Bridge
P&L waterfall → FCF · App
Analyst
Precedent Deals
M&A comps by sector · App
Strategist
Options Sentiment
P/C ratio · IV rank · App
Analyst
Momentum Score
0–100 multi-factor · App
Analyst
Sum of Parts
SOTP → implied price · App
Strategist
Acquisition Model
M&A IRR & accretion · App
Strategist
Screening
Opportunity pipeline
Free
Deep Dive
Full thesis analysis
Free
Valuation
DCF · Models · Scenarios
Analyst
Monitor
Market intelligence
Free
Earnings
Quarterly results
Analyst
Compare
Head-to-head analysis
Analyst
Open Terminal →

WHY THESIS TERMINAL

Built for analysts who demand institutional depth

47 Modules & Apps
Screening to IC Reports — every workflow an equity analyst needs, engineered for institutional depth.
47 WORKFLOWS
Real-Time Web Search
Every analysis pulls live prices, SEC filings, earnings releases, and breaking news. Never stale training data.
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COST COMPARISON

98% cheaper. Equally thorough.

CAPABILITYBLOOMBERG / FACTSETTHESIS TERMINAL
Equity deep divesManual, 4–8 hoursAI-generated, ~30s
Valuation modelsExcel, manual buildAI with unit drivers
Company screeningRule-based filtersNatural language AI
IC reportsManual write-upAI-drafted, anti-slop
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Everything a professional analyst runs daily

$5/month
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  • 35 modules & interactive apps
  • Valuation · Earnings · Macro · Portfolio
  • MECE · Jargon · Benchmarking
  • 18 apps: DCF · WACC · Comps · Altman Z · Earnings Tracker · Insider Activity · Momentum Score · more
  • Haiku model for fast queries
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  • Expert Call Synthesis · Due Diligence
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COMPARE PLANS

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FEATURE
FREE
$0
ANALYST
$5
STRATEGIST
$15
INSTITUTIONAL
$20
PLATFORM
Monthly analyses5100UnlimitedUnlimited
AI modelsSonnetSonnet+HaikuOpus+AllOpus+All
Analysis history
Export to Markdown
CORE MODULES
Screening
Deep Dive
Monitor
Free Query
ANALYST MODULES
Valuation · Earnings · Portfolio · Compare—
Thesis Report · Monthly Letter · IC Report—
Macro · Daily Log · Benchmarking · MECE · Jargon—
Apps: WACC · DCF · Comps · Altman Z · Debt Wall—
Apps: DuPont · EPS Bridge · Revenue Bridge—
Apps: Short Interest · Working Capital · Rule of 40—
Apps: Capital Returns · Sensitivity Table—
Apps: Earnings Tracker · Insider Activity—
Apps: Margin Bridge · Options Sentiment · Momentum Score—
STRATEGIST MODULES
Expert Call Synthesis · Due Diligence Detector——
Apps: BCG Matrix · Moat Radar · Price-Volume——
Apps: Football Field · Margin Lever · Scenario Analysis——
Apps: LBO Calculator · Acquisition Model——
Apps: Sum of Parts · Precedent Transactions——
Opus model access——
INSTITUTIONAL
Project Workspaces (RAG)———
Bull vs Bear Debate Agent———
AI-Assisted DCF Grid———
M&A Accretion / Dilution———
Priority processing———
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