Altis Terminal

Discover the best investment theses before they become obvious

Altis Terminal helps you move from an emerging theme to a documented investment thesis — and from a thesis to a trackable portfolio.

Explore investment theses

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Hundreds of investment themes, documented portfolios, and AI research agents — in one platform.

Memory & Storage Shortage+829.9%
Agentic Payments Infrastructure+6.8%
The Eastern European Cement Cycle+18.4%
The Central European Exchange Renaissance+50.2%
The New Gateways of Central Europe+31.3%
Romanian Banking Compounding+49.6%
The GLP-1 / Ozempic Economy+102.0%
The Aging Jet Fleet Tax+57.6%
Space Economy — SpaceX Proxies+71.3%
Critical Minerals — Copper Core+56.3%
Data Center Landlords+25.6%
Grid Bottleneck — Transformers & GOES+67.4%
Japan Governance Re-rating+39.4%
Nuclear & Uranium — Compute Power+11.5%
EU Rearmament — Munitions Pick & Shovel+23.3%
Polish Banks+43.3%
Gene Therapy Revolution-12.5%
Precision Oncology+144.7%
Humanoid Robots+100.7%
Autonomous Vehicles & Robotaxis+39.5%

Memory & Storage Shortage+829.9%
Agentic Payments Infrastructure+6.8%
The Eastern European Cement Cycle+18.4%
The Central European Exchange Renaissance+50.2%
The New Gateways of Central Europe+31.3%
Romanian Banking Compounding+49.6%
The GLP-1 / Ozempic Economy+102.0%
The Aging Jet Fleet Tax+57.6%
Space Economy — SpaceX Proxies+71.3%
Critical Minerals — Copper Core+56.3%
Data Center Landlords+25.6%
Grid Bottleneck — Transformers & GOES+67.4%
Japan Governance Re-rating+39.4%
Nuclear & Uranium — Compute Power+11.5%
EU Rearmament — Munitions Pick & Shovel+23.3%
Polish Banks+43.3%
Gene Therapy Revolution-12.5%
Precision Oncology+144.7%
Humanoid Robots+100.7%
Autonomous Vehicles & Robotaxis+39.5%

Independent research network

Follow ideas from dozens of contributors

Explore ideas from independent researchers, follow the evidence as it evolves, and see how every thesis performs when confronted with the market.

Public Markets

Macro Notes

Next Financial

Solo Capitalist

Tech Economics

Future Insider

What Terminal is for

Terminal helps you discover, understand, and track the best investment theses in the market

Live portfolios

Follow locked, time-stamped positions from publishers on Altis — equity, trades, and total return, updated live.

Tracked theses

Browse and follow investment theses — conviction, indicators, and weekly refreshes as markets move.

AI agents

Watchdog, Thesis Monitor, and Catalyst Brief digests that connect news and data back to what you follow.

Two portfolio modes

Documented portfolio history

In both modes you follow the thesis behind each call — and see how the decision played out.

LockedLive book

Stamped on entry, never edited

Price and date are recorded the moment a trade is entered — no edits, no backdating. Performance updates live against that fixed history.

JournalResearch book

Past positions, documented

Publishers can document positions up to a year back with manual prices — for research books and thesis tracking, still fully transparent.

Always on

AI agents keep research alive

Portfolio Watchdog, Thesis Monitor, and Catalyst Brief process news, market data, and macro signals — then connect them back to the portfolios and theses you follow.

What changed: the event, with the source
So what: the read-through to your positions
Still valid: whether conviction holds

Open Altis Terminal

Create an account and choose a plan — or skip and explore first. Founding unlocks the full platform — Terminal, research, and every premium newsletter.

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