Know the moment your thesis breaks.
You bought the stock for a reason. Ntree checks every filing, transcript, and headline against that exact reason — and tells you when one of your assumptions stops being true.
Primary sources
- 10-KAnnual report
- 10-QQuarterly report
- 8-KMaterial events
- CallsEarnings transcripts
- NewsLicensed feeds
The problem
Theses decay quietly.
Nothing announces that your reasoning stopped holding. The disclosure lands in a 90-page filing and the price moves before you reopen the doc.
- 01
You write it once
Margins expand past 45%. The plant ships by Q3. The CFO stays. Then it goes in a doc nobody reopens.
- 02
The evidence never stops
10-Ks, 10-Qs, 8-Ks, earnings calls, guidance revisions, analyst days. For one position.
- 03
So you find out late
Not when the assumption broke. After the price already moved.
How it works
Three steps, then it runs.
Set it up once. Ntree keeps checking the sources while you get on with everything else.
- 01
Write the thesis.
Plain English, the way you'd explain the position to a colleague. No query syntax, no rule builder.
“I own this because services gross margin is durable above 38%, and the Monterrey facility is on track to ship by Q4 FY27.”
- 02
Set the kill conditions.
The specific, checkable facts that would prove you wrong.
Gross margin falls below 38% for two consecutive quarters.The Monterrey facility slips past Q4 FY27. - 03
Get told when one fires.
With the sentence that triggered it, the document it came from, and a link straight to the source.
Kill condition fired“Gross margin was 37.4%, down from 38.2% in the prior quarter.”
10-Q · filed Mar 4 · p.23View source
What you get
Take full control of why you own it.
A thesis-first research workspace — live filings, source-linked alerts, and portfolio-wide status at a glance.
Live Thesis Tracking
Every position holds its own reasoning, its kill conditions, and its current status — updated as the facts change.
Continuous Filing Coverage
Filings, earnings transcripts, and news checked as they publish, not on a schedule you have to remember.
Source-Linked Alerts
See the exact sentence that triggered the alert, in the document it came from. One tap to the primary source.
Portfolio at a Glance
Every thesis you hold and whether it still stands, on one screen.
Why Ntree
Not a search bar. Not a chatbot.
None of them know what you believe about the company. Ntree starts from your thesis and works backward — so the only thing it surfaces is evidence about the specific claims you made.
- Screenerstell you what to buy
- Terminalstell you what happened
- Chat toolssummarize a document you already opened
- Ntreetells you whether what you believe still holds
Services growth thesis holds as long as gross margin stays above 38%
Kill conditions
2 of 3 intact
- Intact
Services revenue grows at least 12% YoY through FY26
- Intact
Active installed base expands in every reported quarter
- Broken
Gross margin falls below 38% for two consecutive quarters
Triggering evidence
“Gross margin for the quarter was 37.4%, down from 38.2% in the prior quarter and 39.1% in the year-ago quarter.”
FAQ
Frequently asked questions
The things people ask before they trust a tool with their research.
SEC EDGAR filings, earnings-call transcripts, and licensed news feeds. Every alert names its source document.
No. You define the conditions. Ntree finds evidence that bears on them and shows you the source. The judgment stays yours.
Alerts are anchored to retrieved source text. If there's no source sentence, there's no alert.
US-listed equities first. More coverage after that.
Individual investors, analysts, and small funds who hold concentrated positions long enough for the thesis to matter.
No. Ntree surfaces primary-source evidence about assumptions you defined. It does not recommend, rate, or rank securities.
Stop rechecking your own thesis by hand.
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