1
Add your assets
Add the companies, funds, or digital assets you own or follow.
- Stocks, funds, investment trusts, and major cryptocurrencies
- Group them into lists, like core holdings or a watchlist
- AI drafts your reasons, you keep or correct them
For long-term investors
You know why you bought it.We check if it's still true.
Tracking Alpha checks the news against your investment thesis, so you can see what changed and why it matters.
- Tell us why you own each investment
- We check the news around it every day
- Skip routine updates and five versions of the same story
- See what strengthens your thesis and what puts it at risk
- Wake up to one clear brief, with every source attached
Your investment thesis
Checked daily
The news around it
One clear brief
Create an account, confirm your email, complete the short onboarding, and subscribe. Then add one investment with one reason you own it.
$20/month · cancel anytime · 14-day full refund
Good afternoon, Jera Value.
Desk preview ready
Unread by asset
- VOSSInterrupted
- CRSTNo thesisFirst check pending
- HLIONo thesisPaused
- NSTR
- LUMA
- ALPN
- BTC
- ORBT
- DLO
Upcoming events(4)
- Thu, Aug 13NSTRProducts and operationsHigh
Meridian rollout briefing: first 500 stores
- Fri, Aug 14NSTRLegal and regulatoryHigh
EU Parliament final vote on data portability
- Thu, Aug 20NSTRMarket and competitionHigh
Northstar pricing and margin update
- Fri, Aug 21ALPNFinancial resultsHigh
Alpine Cloud third-quarter earnings call
Why we built it
Sounds familiar?
AI helps us watch more sources, remove duplicates and noise, and deliver each meaningful development in the context of your investment thesis.
Duplication
“I keep seeing the same story repeated across many sites.”
Alert fatigue
“I get too many alerts, so I ignore them.”
Coverage
“Big news sites do not cover small companies.”
Upkeep
“It is hard to keep my reasons for investing up to date.”
Delay
“Something important happens, but I find out days later.”
Volume
“I get too much news and do not know what matters.”
Headlines tell you what happened. Your thesis decides whether it matters. Tracking Alpha connects the two.
How it works
Stay current on your positions without reading everything
Add your investments, filter the daily news, and see what may affect your thesis.
2
Get daily filtered news
We remove less useful stories and group repeated reports into one event.
- Customers, competitors, rules, and industry, not only ticker news
- Repeated reports merged into one event, every source kept
- Labelled by relationship, type, and importance
3
Monitor your thesis
AI checks each event against your saved reasons and explains what changed.
- Supports, challenges, or neither, with the reasoning
- Evidence for and against, side by side
- A quiet week is stated, not left silent
From the builder
The tool I couldn't find
I'm Jera Value. I'm a software engineer (I even built stuff for the Olympics!) and a private investor. I also built findmymoat.com to find the best investing tools out there.
After collecting more than 350 high quality tools (and discarding hundreds of others), I realized one problem I lived with as an investor was still unsolved the way I wanted: portfolio news and thesis tracking.
The news feeds I tried were incomplete. They report financial events with little regard for the product or the underlying business, and most tools sit on the same few data feeds, because this is a hard thing to solve. The news is not filtered by relevance, and it gives no clue how it affects my thesis.
I wanted to read only the important stuff without missing the underlying business developments. So I built a custom news engine that scans the internet itself instead of relying on the old feeds. It merges duplicate reports, labels every development, and I built it to handle every asset, even the small ones mainstream media barely covers.
Then, once I had a super clean feed, I realized I could go one step further and compare each development against my thesis. This is huge. Many developments carry evidence for or against it, but I never checked for that every day, and the world moves fast. I used to have silent thesis drift, where reality moved away from the point where I did my research. Now I can see whether my thesis is playing out without me looking. And the daily filtered feed is gold on its own.
Anyway. I realized there was something I wanted that no existing tool solved, so I made one. I am building it in public, posting as @jera_value. Hope you like it.
Founding plan
Simple monthly pricing
Try it for 14 days. Full refund if it is not for you.
Founding Investor
$20/month
Plus tax where required
Up to 25 active supported investments.
Only 25 founding accounts
- Cancel anytime, keep access until your period ends
- Price and limit locked for your first 12 months
Included
- AI helps organize why you own each one
- News checked twice a day
- Repeated and routine news cleaned up
- See what supports or challenges your reasons
- One daily email with links to every source
- Important dates added to your calendar
- Track up to 25 investments
- Stocks, ETFs, funds, and major cryptocurrencies
14-day satisfaction refund
Try it for two weeks. If it is not for you, request a full refund of your first payment from your account email. No questions asked.
Check the sources. Read the explanation. You make the final call.
Common questions
What you should know
Clear answers about coverage, AI limits, and billing.
Does Tracking Alpha tell me what to buy or sell?
No. Tracking Alpha is not investment advice. It shows how each development may affect the reasons in your thesis, with the sources attached. The decision stays yours.
How is this different from stock alerts and ticker news feeds?
Alerts and feeds stop at what happened. Tracking Alpha checks each development against the reasons you own the investment and shows whether it supports or challenges them. It also merges repeated reports into one event, so five versions of the same story arrive once.
Do I have to write a thesis first?
No. Add an investment and monitoring starts on its own. You get the filtered, labeled news feed and event calendar without writing anything. When you add one reason you own it, AI drafts thesis points from that reason, and new developments are checked against them. You keep, edit, or remove the points.
Do I need to connect a brokerage account?
No. You add each investment by name or ticker. Tracking Alpha never asks for brokerage logins, balances, or trades.
How much time does this take each day?
Most days, one short email. The daily brief shows what changed and why it may matter, with a link to every source. Open the app only when something deserves a closer look.
Does it work for smaller companies and non-US listings?
Often, yes. We search the public web, not only the big financial news sites, so coverage does not stop at large US names. Supported types are stocks, ETFs, funds, investment trusts, and major cryptocurrencies, up to 25 at a time. Before you add any investment, we check whether we can actually monitor it. If we cannot, we tell you up front instead of showing you a thin feed.
Can it miss something?
Our goal is to catch what ticker feeds miss. We search the wider story around each investment, including customers, suppliers, competitors, rules, industry, and the economy, twice a day. Even so, no monitoring is perfect. A source can be late or outside our search, and AI can misread context. We show the limits of each check, keep improving coverage, and attach every source so you can verify.
What if the AI gets my thesis wrong?
You correct it. Every thesis point can be edited or removed, and you can review how each development was connected to your reasons. Your corrections stay in the thesis history. The AI drafts and suggests. You stay the judge of your own thesis.
What happens in a quiet week?
You still get the brief. It says plainly that we found no material challenge to your reasons, and it shows when each check ran. Counts come from real recorded activity. Quiet is a result, not silence.
Is there a free trial?
No. Instead, the first payment comes with a full refund within 14 days, no questions asked. Try it for two weeks. If it is not for you, send the refund request from your account email. See the Terms for details.
Will the price change after I join?
Not for you while you stay subscribed. Founding members keep the $20/month price and the 25 investment allowance for 12 months of continuous subscription. If the offer changes later, changes apply to new customers first.
Can I cancel?
Yes. Cancel at any time from your account. Access continues until the end of the paid period.
Start with one investment
See what changed, and which of your reasons it affects.
Start monitoring my thesis$20/month · cancel anytime · 14-day full refund
Check the sources. Read the explanation. You make the final call.