Investment thesis tracker

Remember why you bought it before the market tests your conviction.

A decision log is most valuable after the excitement fades. Aerarium Portfolio keeps a written thesis and review cadence close to the position it was meant to explain.

Memory is a weak investment process.

It is easy to remember a compelling narrative at the moment of purchase and harder to recall the original reasoning months later. Price movement can quietly rewrite the story.

A thesis tracker creates a small but useful forcing function: write down the reason, record the review date, and revisit the decision with the original context still visible.

Aerarium thesis check-in view showing an investment thesis and its review workflow.

A simple thesis and check-in loop.

Aerarium lets you capture an investment thesis and maintain a review loop around it. The app keeps check-ins visible alongside the rest of your portfolio discipline workflow.

The point is not to generate a recommendation. It is to preserve your reasoning so future decisions are less dependent on memory or impulse.

Who it is for

Investors who want to document the reason behind a position and create a repeatable check-in habit before market noise changes the narrative.

What Aerarium does not do

Aerarium records and organizes your own reasoning. It does not evaluate whether a security is suitable or recommend a trade.

Questions, answered plainly.

What is an investment thesis?

An investment thesis is your written reason for owning an investment, including the assumptions or conditions you want to review over time.

Why track a thesis after buying?

A written record helps you compare the original reasoning with later evidence instead of relying on memory after the price moves.

Does Aerarium generate theses with AI?

The core workflow is designed around your own written reasoning and review discipline.

Can a thesis tracker replace investment research?

No. It is a decision-hygiene tool that complements research; it does not replace analysis or advice.

Use visibility to support your own discipline.

Aerarium Portfolio is free during the iOS beta. Brokerage sync is read-only, and Aerarium never places trades.