For a long time I was obsessed with finding a tool to automate a team's research. I eventually realized that was the wrong goal. good investment research is non-linear and creative. every thesis is unique, so you can't just feed it into a standardized factory line.
However, the workflow is often a mess. most analysts operate in a chaos of 50+ browser tabs, scattered excel models, and disconnected notion notes.
I built ThesisBoard to solve this. it is basically Trello meets a curated directory of financial tools and workflows.
What it does
It gives you a structured workspace for your research, backed by a community library of:
1. Templates: step-by-step boards for different styles (e.g. "equity deep dive," "crypto protocol analysis," or "macro thematic").
2. Tools: a directory of 100+ specialized research tools (like Tegus, Quartr, or specific FRED datasets) that are mapped to the relevant stage of your workflow.
3. Prompts: tested AI prompts for financial analysis that you can run directly within your research cards.
The key utility is context. when you open a card for "competitive analysis," the board automatically serves up the exact tools and prompts you need for that specific step, instead of you hunting for them.
The community aspect
Because research is hard, we made the workflows shareable. you can publish your analysis along with the exact steps you took to get there. others can then "fork" your process to build their own thesis.
Example
I just published a bullish thesis on Google using our "Equity Analyst" template. you can see how the board guided the process from the initial idea to the final recommendation:
https://thesisboard.com/community/analysis/cmiqfdw9m0001ochq...
Tech stack
Next.js, prisma, postgres, and tailwind.
I’m currently in beta. I would love to know what specific workflows or templates you would find useful, or if you think the kanban approach fits this domain.
Thanks!
anazym•2mo ago
egobrain27•2mo ago