# Solon > Thesis monitoring for people who pick their own stocks. You write down why you own what you own, > typed or spoken, and Solon turns it into named claims with numbers a filing can settle. > From that night on, agents read the filings, headlines, earnings calendar and rival launches, and > grade every one of them against YOUR claims rather than against ticker sentiment. You are told the > moment the story you bought changes. ## What it is not - **Not a broker.** Solon never executes a trade, never moves funds, and never holds a brokerage password. - **Not an investment adviser.** It issues no ratings and no recommendations. Every verdict is computed mechanically from claims and exit levels the user wrote themselves. - **Not a screener or a price alert.** A price alert fires on a number. Solon fires when new information presses a specific claim the user committed to in writing. - **Not a terminal.** The differentiator is personalised monitoring of one person's stated reasoning, not more or faster market data. ## Who it is for Self-directed investors who hold individual stocks on conviction, wrote a reason at purchase, and have not re-examined that reason since. Typical book: 10–50 names across Schwab, Fidelity and Robinhood. ## How it works 1. **Commit.** Speak or type why you own a name. Solon writes it down as claims, each carrying a number a filing can settle and the line that would prove it wrong. 2. **Watch.** Overnight, specialist agents read on your behalf: a FILINGS agent that reads the 10-Qs, insider sales and institutional holdings and settles the claims a filed figure can settle, a news grader that scores headlines against your claims rather than against ticker sentiment, an ecosystem agent that finds rivals you never listed and grades their shipped moves, and an earnings agent that drafts what the coming print actually tests. The VERDICT ENGINE reads nothing and rules on what they bring back: every thesis recomputed from your own rules, on live prices. 3. **Confront.** When a claim actually breaks, Solon reads your own precommitment back at the moment it applies: you said you would exit half if growth printed under 12% twice, and that is what just happened. Then it asks one question, are you holding through this? 4. **Score.** Weeks later the call returns beside what the price did, and you say whether you would make it again. Three things are kept apart: what the MARKET did (direction-aware, a hold helped by a rise and an exit by the same fall), whether you FOLLOWED the floor you had already set (answered immediately, since the rule predates the move), and your own REASONING at the time. A well-reasoned call that lost money and a lucky call that broke your own rule do not read the same. Entry calls are scored in the same ledger, including zones you looked at and PASSED on. Solon grades its own calls separately, on the same terms. ## What is distinctive Investment products overwhelmingly model SECURITIES. Solon models the INVESTOR. Thesis monitoring is becoming a category. What is not commodity here is that the DECISION is the persistent object rather than the alert: a dated record of what you committed to, whether you followed it, and what that was worth. Over time that becomes the system of record for one investor's judgment, which no market-data product holds. It belongs to the user and is shown to nobody. An AI chat on every page answers from the user's OWN positions, claims, record and rivals rather than from general knowledge of a ticker, and edits the thesis only through proposals the user approves: the before and after are shown, and nothing is written until they press apply. ## What it covers Shares, funds and crypto. Options, short positions and futures are NOT supported: a connected account holding one has that position left out, and the person importing is told which one was skipped and why, rather than it being recorded as something it is not. A holding denominated in a currency other than US dollars arrives without its cost basis. ## Data handling Positions and cost basis arrive over a read-only brokerage connection: it reads holdings and cost basis, carries no authority to trade or move money, and the brokerage login is entered with the connection provider and never reaches Solon. A positions file can be uploaded instead, in which case its contents are sent to be read and only the confirmed ticker, quantity and cost basis are kept. Brokerage credentials, bank details and payment card numbers are never requested or stored. Thesis text is sent to a model provider to be drafted and graded, and is not used to train models. Full detail: https://solon.run/privacy ## Operator Solon Finance. Contact: help@solon.run ## Pages - [What Solon is](https://solon.run): The product: what it does, who it is for, and the three moves: commit a thesis, test it against what happens, score the call. - [How Solon works](https://solon.run/how-it-works): The loop in detail: committing a thesis as falsifiable claims, what gets graded against them each night, how a broken claim reads your own precommitted plan back to you, and how the decision you then make is scored, including the entries you passed on. - [Frequently asked questions](https://solon.run/faq): Direct answers: what Solon is, what it will never do, whether it is available now, which brokerages it connects to, which kinds of holdings it can monitor, and how it scores your decisions. - [Investment thesis monitoring](https://solon.run/thesis-monitoring): The category itself rather than the product: what thesis monitoring is, how it differs from screeners, price alerts, portfolio trackers and research terminals, what the AI in such a tool actually has to do, and the six questions worth asking of anything claiming to do it. - [Thesis monitoring vs. your brokerage](https://solon.run/thesis-monitoring-vs-brokerage): What a brokerage account is built to do and what it leaves undone. The same position rendered twice, the eight jobs a brokerage does that no monitor can, the four it does not do at all, and why a standalone portfolio tracker models the same object. - [Thesis drift](https://solon.run/thesis-drift): What happens when the original reason for owning a position stops being true and a new reason quietly takes its place. One holding, four reasons, eleven months; why it is an attention problem rather than a knowledge one; how it differs from portfolio drift, which is a different phenomenon with a different fix. - [How to write an investment thesis](https://solon.run/how-to-write-an-investment-thesis): The four fields that turn a sentence you believe into a claim a filing can settle: the claim in the vocabulary the company reports in, the number and its threshold, the date and the event that settles it, and what you will do if it breaks. One worked example turning a single sentence into three checkable claims, and the three ways a thesis goes wrong. - [When your investment thesis breaks](https://solon.run/when-your-investment-thesis-breaks): How to tell a broken thesis from a position that is merely down: broken means a claim you wrote in advance was settled against you by a document on a date. A worked timeline showing a claim settled in a filing four months before the price agreed, the three sells worth making, and why a stop loss answers a different question. Method rather than advice; it names no stock and issues no rules. - [Investment thesis tracker](https://solon.run/investment-thesis-tracker): What an investment thesis tracker is and what to demand of one: the eight questions worth asking before you trust software with your reasoning, an honest comparison against the spreadsheet most people already use, which the spreadsheet wins on two of four rows, and what Solon does and does not do today. - [Hedge fund process for individual investors](https://solon.run/hedge-fund-process-for-individual-investors): What a hedge fund does to a position after the money is in, role by role: the memo written before purchase, the analyst reading every filing against it, the risk desk adding up how much of the book rests on one idea, and the post-mortem on every decision. Which of the four a person with thirty names can run alone, why the analyst is the one they cannot, and the structural advantage an individual has that a fund does not. - [Why we built it](https://solon.run/about): You bought it for a reason and nothing has checked that reason since. At a fund that checking is a job: the case is written down, an analyst reads against it, a risk desk watches the levels. Who built Solon, what it does, and what it will not do. - [Contact](https://solon.run/contact): How to reach a person: one monitored address, what to include when something looks wrong, and how to report a security problem. - [Privacy Policy](https://solon.run/privacy): What is collected, what is deliberately not collected (no brokerage credentials, no payment details), and the categories of third party that process it, with the specific companies named on request. - [Terms of Service](https://solon.run/terms): The agreement, including the standing disclaimer that Solon is not an investment adviser and never executes a trade. ## Access Solon is LIVE and in use by members today. It is not a preview, a beta, or an upcoming product: accounts exist, and the overnight agents run every night against real positions. Access is restricted, which is a different fact from unreleased. Membership is by referral: existing members share codes that admit new members directly. Without a code, join the waitlist at https://solon.run and you will be written to when a place opens. An MCP connection is in development and is not available yet. It will be read-only, because Solon never places orders and never moves money. Requests for early access go to help@solon.run.