01Threshold crossed
Filing metric
Gross margin
Gross margin moves from 45.0% to 42.8%.
45.0%42.8%−2.2%
Q2 earnings filing · page 34
Early access is open
Know the momentyour thesis breaks.
Investment thesis monitoring for fundamental investors
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
From disclosure to decision
See the signal before the market reacts
Ntree watches the condition behind your thesis, connects the evidence, and gives you time to review it before the signal becomes consensus.
02Ntree highlights it
Live thesis · NVDA
MonitoringCondition
Gross margin stays above 44%
Threshold crossedReview needed
Source evidence“Gross margin was 42.8%, reflecting lower product mix...”
Q2 earnings filing · p. 34
03The market reacts later
Price reaction
Only afterward
AlertMarket close
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
Know why you own it.
Live thesis tracking, continuous coverage, source-linked alerts, and one clear portfolio view.
Swipe to explore
01
Live Thesis Tracking
Your reasoning, conditions, and status—updated as the facts change.
AAPLLong thesisServices margin stays above 38%
Kill conditions2 of 3 intact- ✓Services gross margin > 36%
- ✓Services revenue growth > 5%
- ×Total gross margin > 40%
02
Continuous Filing Coverage
Filings, calls, and news checked the moment they publish.
Checking live10-QMay 6Earnings callMay 7NewsNow03
Source-Linked Alerts
Every alert includes the exact sentence and its primary source.
Management's discussion and analysis! Threshold crossed
“Gross margin was 37.4%, down from 38.2%.”
10-Q · p.23View source ↗04
Portfolio at a Glance
Every holding and thesis status, together on one screen.
Portfolio thesis status75% intact- AAPLServices growth and ecosystem strengthIntact
- MSFTCloud scale and productivity moatIntact
- NVDAAI acceleration and software stackIntact
- ASMLEUV monopoly underpins pricing powerReview
Daily brief
The news that actually touches your portfolio.
Ntree reads the day's coverage across every name you hold and returns one short brief — what moved, which thesis it bears on, and whether any of it needs you.
Filtered to what you own.
Only the names in your portfolio. No market-wide firehose, no “top stories” you scrolled past this morning.
Tied back to the thesis.
Each summary says which assumption it bears on — not just which ticker it happened to mention.
Traceable to the source.
Every line links to the article or filing it came from, so you can read the original whenever the summary is not enough.
Your morning brief
4 holdings · 11 stories read · 3 worth your time
- NVDAReuters · 07:12
Hyperscaler capex guidance raised again for the second half of the year.
Supports · AI demand is durable through FY27
- ASMLFT · 06:40
Second domestic competitor announces a High-NA equivalent on a 2028 timeline.
Tests · EUV monopoly underpins pricing power
- AAPLBloomberg · 05:55
New retail format opens in three additional cities.
No bearing on your thesis
Read the full brief
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
AAPLUS equity
Long thesisServices 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.”
10-Q · filed Mar 4 · p.23View source
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.
Ntree is in early access. Leave your email and we'll get in touch when it's ready.
One email when we launch. No newsletter, no sharing your address. Prefer to write first? hello@ntree.io