Solon
Thesis monitoring for people who pick their own stocks

You wrote the thesis.
Solon makes sure you live by it.

Tell Solon why you own what you own, typed or spoken, once. From that night on your agents read the filings, the headlines and your rivals, and tell you the moment the story changes, not three months after it did.

Solon never executes trades, moves funds, or touches your money.

six weeks ago
Connects to
Charles SchwabFidelityRobinhoodAny other broker

Your positions and cost basis come in on their own. Solon never sees your brokerage password, and never trades.

You did the work to buy it. Nobody has checked it since.

The whole product, three moves

One claim, from the day you write it to the day it tells you something about yourself.

01

Commit

Type it or talk it out, whichever comes easier. People say far more than they would ever type, and the more of your reasoning Solon hears, the sharper the claim it writes: one carrying a number a filing can settle, and the line that would prove you wrong.

NVDAvoice note
02

Test

Every night, against the filings and the tape. Nothing reaches you until something you said mattered actually moves, and when it does it arrives with your own exit plan read back to you.

Actthis morning, 6:04 am

You needed this to stay true, and it broke: data-center revenue growth stays at or above 40%. The print came in at 31%.

why you own this

The CUDA moat keeps pricing power intact while the hyperscalers build out.

what you said you would do

Exit half if growth prints under 40% two quarters running.

Are you holding through this?

Move the price$184+56% on cost
$150 exit$280 target
On track

Everything this thesis needs is still holding. 52% from your target, 23% above your exit level.

03

Score

Three weeks later, your call meets what the market did about it, in your own words. This is the part a price alert can never do.

NVDA · you held-18% since

You held through this on 12 Aug. Down 18% since.

“The moat outlasts one soft quarter. I am not selling a franchise on a guide.”

Would you make the same call today?

Views

Your best idea was never one ticker.

You did not buy three utilities. You bought one argument about power demand, three ways. Pick one.

Datacenter load forces new baseload, and the people who already own it get paid for it.

+42% since bought+6% past month
this viewS&P 500, 11%
Each name since you bought
CEG+96.4%
VST+23.1%
BWXT-8.2%
0+10%
What kills this view
Datacenter load growth above 6% a yearholding · 8.1%Power contracts stay above $60/MWhholding · $71No new-build overrun past 20%thinning · 17%
The desk that never stops reading

Agents that watch your theses while you sleep.

While you sleep, your agents read on your behalf. Each covers a different surface and grades what it finds against your claims, not the ticker.

One night on a sample portfolio14 names
  1. 2:14 AMNews graderread 61 headlines across 14 names; none of them touched a claim you wrote
  2. 3:40 AMEcosystem agentcaught OpenAI shipping enterprise agents that overlap ServiceNow's automation pitch, a rival you never listed
  3. 4:05 AMVerdict enginemoved ServiceNow to watch and named the claim that launch presses: seat pricing survives agent substitution
  4. 6:12 AMEarnings agentdrafted the preread for Thursday's print, which now tests that same claim
  5. 6:30 AMThe briefone email, leading with ServiceNow and the assumption worth revisiting
The verdict enginewhat it writes

on track All 4 claims holding; price 18% above your exit level. Next test: the Feb 26 print.

Contracted revenue growth above 12%holding · 14.2%Op margin above 30%holding · 33%Exit level $22818% away
Runs
Every night, and on every price move that matters
Reads
Your claims, your levels, live quotes

What Solon will never do.

It never touches your money

Solon never trades, never moves funds, and never holds your brokerage password.

You can always see who wrote what

What Solon drafts renders in a different colour, so a verdict is always judging your conviction rather than ours.

Numbers are read, never invented

Every figure comes from a filing or a market feed, and a draft says that it is one.

The list

Put your portfolio under watch.

Leave an email. When your seat opens, bring your positions and say why you own them. Your agents start reading that night.

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Solon is a tool for recording and monitoring your own investment reasoning. It is not an investment adviser, broker-dealer, or financial planner, and nothing here is a recommendation to buy, sell, or hold any security. Market data may be delayed or inaccurate. Every investment decision is yours.