What Solon does,
and what it will never do.

Solon is for self-directed investors who hold individual stocks on conviction rather than on a model, who had a reason when they bought, and who have not systematically re-examined that reason since. It is built for a portfolio of roughly ten to fifty names held across ordinary retail brokerage accounts.

No. Solon never executes a trade, never moves funds, and never holds your brokerage password. It is a decision-support tool: it reads, grades and tells you. You place every order, in your own brokerage account, at a moment you choose.

A price alert fires on a number and tells you nothing about why. Solon fires when new information presses a specific claim you committed to in writing: a competitor shipping a product that undercuts your pricing-power argument, or a filing showing that the growth rate you said mattered has broken. It answers "is my reason still true", which a price cannot.

A screener helps you find candidates by financial characteristics; Solon watches names you have already decided about and deliberately does not rank the universe. It monitors the small set of convictions you wrote down, which is the part no screener knows anything about.

Agents read while you sleep, and one rules on what they find. A filings agent reads the 10-Qs, insider sales and institutional holdings. A news grader scores headlines against your claims rather than ticker sentiment. An ecosystem agent finds rivals you never listed and grades what they ship. An earnings agent drafts what the coming print tests. The verdict engine recomputes every thesis from your own rules.

Solon computes it rather than asking a model for it. The model reads and reports facts; rules in code calculate the grade from those facts, so the same finding always scores the same way and you can argue with the reasoning. Solon also learns what each company is judged on from that company's own earnings release rather than from a fixed list of metrics.

Yes. A watchlist name gets the same machinery as an owned one: you say what you would have to believe to buy it, Solon turns that into claims and grades the news against them, and you set the entry zone where the price would interest you. When the zone hits, Solon asks whether you are acting, and records either answer, because a pass is a decision too.

Yes, and that is the point of writing it down. A thesis records the action you commit to if it breaks: exit fully, trim, or hold and rewrite. When the condition you named happens, Solon reads your own instruction back at the moment it applies: you said you would exit half if this printed under twelve percent twice, and that is what just happened.

Investment products overwhelmingly model securities. Solon models the investor. Because every thesis, precommitted action, override and outcome is dated and kept, it becomes the system of record for your own judgment: which breaks you trade through, whether you sell too early after a guidance miss, whether your entry zones are priced well. No market-data product holds that. The history is yours, and Solon never shows it to anyone else.

A claim is one testable sentence your investment case depends on, carrying a number a filing or a market feed can settle. For example, that current remaining performance obligations keep growing above 12%. Each claim also records the line that would prove you wrong. Verdicts exist only because claims are specific: a thesis written as a feeling cannot be graded.

Yes. Solon accepts a spoken thesis and transcribes it, because people say far more of their real reasoning than they will ever type. The more of that reasoning Solon hears, the sharper the claims it can write. You can type it instead.

No. Solon drafts the first pass for you. Import your positions and it writes a starting case for each name from its filings, with claims, levels and an exit plan, in a color that marks it as a draft. Say a sentence about a name and the claims come from your words instead. You correct or accept each one; nothing is graded as yours until you do.

Solon is live and members are using it now, with the overnight agents running against their positions every night. Access is by referral from existing members: a member's link signs you in directly. Without one, leave an email on the home page and we will write to you when a place opens.

Not yet. MCP is how an assistant reaches an outside service, and it is the difference between reading your thesis in another tab and asking about it wherever you already work: what did I say would break this, and has it. An MCP connection for Solon is in development and will be read-only, since Solon never trades. Write to help@solon.run for early access.

Solon stores your email address, the positions and cost bases you enter or import, and everything you write or dictate about them. It never asks for brokerage credentials, bank details, government identifiers or payment card numbers. Thesis text is sent to a model provider so it can be drafted and graded, and is not used to train models.