Thesis Ledger
Every reason you hold a position becomes a tracked, falsifiable contract. When your original reason stops being true — even while price still looks fine — ZENITH flags it. It stops alerting you that price moved and starts alerting you that your reason expired.
No theses yet. Add your first one using the form on the right — write why you are in the trade in plain words,
and the agent will break it into individually-watched pillars.
New thesis
Write the ticker and, in plain words, why you are in the trade. The agent decomposes it into falsifiable pillars and starts watching each one.
Pillars map to live probes: insider (SEC Form 4),
breakout (price vs 50/200-MA + volume),
sector (rotation RS), earnings,
macro (regime). Valuation/other are tracked manually.
Ask the Thesis Ledger
Which theses are holding, weakening or broken — and exactly why.