Constraint Monitor · Early access
What changed
in your thesis?
Choose a company and follow a ready investment thesis. We read the source evidence, assess what changed and show what remains unproven.
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Your thesis files
Ready theses receive source-backed assessments automatically. Your optional custom claims keep their own history.
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Choose companies. We follow the evidence.
Start with the ready capacity thesis or follow the separate economics thesis. No form to fill in.
The evidence ledger
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How evidence changes are assessed
Documents are assessed automatically against the ready thesis and checked for source scope, exact excerpts, chronology and duplicate facts. A published change must name its source and passage, prior view, revised view, what changed and what is still unproven. Strengthened or weakened describes a specific research claim, not the share price.
Source publication, event date and first learned date are distinct. A target date is not a completed event. Rediscovered historical documents are not new developments. Corrections add records; they do not rewrite history.
- Announced
- Financed
- Installed
- Qualified
- Customer accepted
- Commercial delivery
Each stage needs its own evidence. Later stages do not imply that earlier stage details are disclosed. Missing evidence means not yet established.
Optional: write or customize your own thesis
Track the claim, then test it