stock·research

Trading thesis

The operating logic the AI advisor uses when sizing positions and writing recommendations. Edits here flow into every AI research run, every trigger event, and the daily digest.

Thesis (free-form, read by the AI)
Tip: explain the "why" behind your sizing rules and any heuristics (e.g. how you handle high-priced tickers).
Position sizing
Base position size
Base currency
Confidence → multiplier of base
Conf 1
= $500.00
Conf 2
= $500.00
Conf 3
= $1,000.00
Conf 4
= $1,500.00
Conf 5
= $2,000.00
Broker fee model (IBKR)
Broker
USD: per-share fee
USD: min fee
CAD: per-share fee
CAD: min fee
Fee cap (% of trade)
Live preview · what the advisor will recommend
NBIS-ish @ $180.00 (USD)Conf 1 · 1×Conf 2 · 1×Conf 3 · 2×Conf 4 · 3×Conf 5 · 4×
Target$500.00$500.00$1,000.00$1,500.00$2,000.00
Shares225811
Gross$360.00$360.00$900.00$1,440.00$1,980.00
Fee$1.00$1.00$1.00$1.00$1.00
Fee % of gross0.28%0.28%0.11%0.07%0.05%
AAPL-ish @ $230.00 (USD)Conf 1 · 1×Conf 2 · 1×Conf 3 · 2×Conf 4 · 3×Conf 5 · 4×
Target$500.00$500.00$1,000.00$1,500.00$2,000.00
Shares22468
Gross$460.00$460.00$920.00$1,380.00$1,840.00
Fee$1.00$1.00$1.00$1.00$1.00
Fee % of gross0.22%0.22%0.11%0.07%0.05%
CSU.TO-ish @ CA$2,500.00 (CAD)Conf 1 · 1×Conf 2 · 1×Conf 3 · 2×Conf 4 · 3×Conf 5 · 4×
TargetCA$500.00CA$500.00CA$1,000.00CA$1,500.00CA$2,000.00
Shares1 ⚠︎1 ⚠︎1 ⚠︎1 ⚠︎1 ⚠︎
GrossCA$2,500.00CA$2,500.00CA$2,500.00CA$2,500.00CA$2,500.00
FeeCA$1.00CA$1.00CA$1.00CA$1.00CA$1.00
Fee % of gross0.04%0.04%0.04%0.04%0.04%
Small-cap @ $25.00 (USD)Conf 1 · 1×Conf 2 · 1×Conf 3 · 2×Conf 4 · 3×Conf 5 · 4×
Target$500.00$500.00$1,000.00$1,500.00$2,000.00
Shares2020406080
Gross$500.00$500.00$1,000.00$1,500.00$2,000.00
Fee$1.00$1.00$1.00$1.00$1.00
Fee % of gross0.20%0.20%0.10%0.07%0.05%
Green < 0.15% · Amber 0.15–0.3% · Red > 0.3%. ⚠︎ means base order can't even buy one share — review whether to size up or skip.