Thesis Check

Equity Research Agent

Thesis Check

Describe the original thesis and current developments. Get back an honest thesis check with per-pillar scoring and an updated recommendation — designed to catch thesis drift before it's too late.

What the Agent Produces

Seven honest sections — the thesis check is designed to catch drift early, not to confirm what you want to hear.

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Thesis Check SummaryOverall verdict: Thesis Intact / Weakening / Broken / Strengthening — with 2-sentence rationale.
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Thesis Pillar ScorecardTable: Pillar | Original Expectation | Current Reality | Status (Intact ✓ / Weakening ⚠️ / Broken ✗ / Strengthened ↑).
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New Developments AssessmentEach new development evaluated: thesis-confirming, thesis-challenging, or neutral.
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Thesis EvolutionNarrative on how the thesis has evolved since initiation — what was right, what was wrong.
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Key Monitoring MetricsFour to six specific metrics to track over the next two quarters to validate thesis direction.
Updated RecommendationRating update or flag for rating change consideration — intellectually honest verdict.
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ConclusionFinal synthesis and any urgent action items.

How It Works

The Thesis Check is ibizai's implementation of the Anthropic Claude for Financial Services reference agent suite, adapted for cross-border financial services across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the context and data. The agent uses Gemini 2.5 Flash at 0.2 temperature to generate structured output — grounded entirely in what you provide. No external financial databases are called; no figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures, data, and characterizations before any client use. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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