Investment Thesis Guide

Organize and track your investment strategies with thesis tags.

What is an Investment Thesis?

An investment thesis is your documented reason for holding an asset. It helps you:

Stay Disciplined: Remember why you invested
Track Performance: See which strategies work
Make Decisions: Know when to buy, hold, or sell
Learn: Improve your investment process over time

Creating Thesis Tags

Create custom thesis tags that match your investment philosophy:

Examples

By Strategy:

Long-term Hold
DCA (Dollar Cost Averaging)
Swing Trade
Value Play
Growth Investment

By Sector/Theme:

Crypto Infrastructure
Digital Payments
Fintech Innovation
Decentralized Finance
AI & Technology

By Risk Profile:

Conservative
Moderate
Aggressive
Speculative

By Goal:

Retirement Savings
Tax Optimization
Income Generation
Capital Appreciation

Managing Thesis Tags

Adding Tags to Assets

Go to the Assets page
Click "Edit" in the Thesis column for any asset
Select existing tags or create new ones
Save your changes

Viewing by Thesis

Use the thesis filter on the Assets page to see all assets matching a specific strategy.

The Thesis Page

The dedicated Thesis page shows:

All your thesis tags
Assets assigned to each thesis
Performance metrics by thesis
Total allocation per strategy

Best Practices

Be Specific: Use clear, descriptive thesis names
Stay Consistent: Reuse tags across similar investments
Review Regularly: Check if your thesis still holds
Adjust as Needed: Update or remove tags when strategy changes
Document Reasoning: Use asset notes to add context

Example Workflow

Bitcoin Holdings

Thesis Tags:

Store of Value
Long-term Hold
Inflation Hedge
Digital Assets

Strategy:

DCA monthly purchases
Hold through volatility
Review annually
Don't sell unless thesis changes

Growth Stocks