AI Infrastructure
Track the companies benefiting from AI data-center spending.
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Built for investment newsletter writers
Create private indexes for your paid Substack readers. Share your portfolio, investment theses, positions and updates in one place — while using Altis to convert new readers into paid subscribers.
Free for contributors.
Your readers already pay for your analysis.
Altis gives them a simple place to follow what you actually own, track your investment theses and receive updates when something changes.
And when someone discovers one of your private indexes on Altis but doesn’t have access, we send them directly to your Substack paid subscription page.
Private indexes
Create indexes exclusively for your paying readers. Instead of searching through old newsletter editions, they always have a live version of your investment idea.
New subscribers
Your private indexes can also help you acquire new subscribers. When an Altis user discovers your index:
They can see the idea, description and enough context to understand what you’re tracking.
If they’re not already one of your members, Altis redirects them to your Substack paid subscription page.
The subscription happens directly on Substack. You keep the billing, customer relationship and revenue.
Once they’re a paid reader, they can follow your index on Altis.
For your existing paid readers
You don’t need to move your community to Altis. Use Add Members to give your existing paid Substack subscribers access to your private indexes.
Add their email addresses and they can start following your investment ideas.
Your newsletter stays on Substack.
Altis becomes the investment layer around it.
Built for investment ideas
Not every investment writer wants to publish their entire personal portfolio. That’s why an Altis Index can represent almost anything you write about.
For example
Track the companies benefiting from AI data-center spending.
Document how your rearmament thesis evolves over time.
Share the portfolio behind your newsletter.
You decide what you want to show.
Two ways to publish
Transparent track record
Built for creators who want to build a transparent track record. Trades, prices and timestamps are locked when published. Readers can see exactly how the index evolved over time.
Best for
Document a thesis
Built for documenting an investment thesis. Add historical positions, update your thesis and show how the idea has evolved. More flexibility. Same simple experience for your readers.
Best for
Why Altis
A spreadsheet can show positions. Altis helps you turn them into a product for your audience.
Readers can follow how your index evolves instead of relying on occasional screenshots.
Document entries, exits and changes over time.
Track stocks across different exchanges, countries and currencies.
Explain the investment idea and connect it directly to the assets you’re tracking.
Choose exactly who can access each index.
Send users who want access directly to your Substack paid subscription page.
Give readers a reason to come back whenever your thesis or positions change.
How to start
Publishing on Altis is free.
Add your thesis, positions and description. Choose Locked or Journal.
Connect the unlock button to your Substack paid subscription page.
Use Add Members to invite your existing subscribers.
That’s it. Your readers can now follow your investment ideas on Altis.
Publish your portfolio, track your investment theses and give your audience a better way to follow your ideas over time.
Free for contributors.