I spent years working as an institutional allocator and an equity portfolio manager.
I built this because I wanted to address the frustration of fragmentation of the investment research process. Most analysts (myself included) operate in a chaos of 50+ browser tabs, scattered Excel models, and disconnected Notion notes.
ThesisBoard is a workspace to fix this. It is basically Trello meets a community-curated directory of financial tools.
What it does
It provides a structured board for your research, backed by an evolving library of:
Templates: Step-by-step workflows (e.g., "Equity deep dive," "macro thematic").
Tools: A community-curated directory of 100+ specialized research tools (like Tegus, Quartr, or specific FRED datasets) mapped to the relevant stage.
Prompts: Tested AI prompts for financial analysis that run directly within your cards.
The goal is to give you context: when you open a card for "Valuation," the board automatically surfaces the right modeling tools and data sources for that step.
Example
I just published a bullish thesis on Google using the "Equity analyst" template. You can see how the board helped structure the process from idea to recommendation:
https://thesisboard.com/community/analysis/cmiqfdw9m0001ochq...
Tech stack
Next.js (App Router), Prisma, Postgres, and Tailwind.
I’m currently in beta. I’d love to know if you think the board (Kansan) approach fits this domain, or what specific templates you'd like to see.
Thanks!